EA

With a market cap of $51.8 billion, Electronic Arts Inc. (EA) is a global leader in digital interactive entertainment, developing and delivering games, content, and online services for Internet-connected consoles, mobile devices, and personal computers. It is recognized for its portfolio of globally renowned franchises, including EA SPORTS FC™, Battlefield™, Apex Legends™, The Sims™, Madden NFL™, College Football™, Need for Speed™, Dragon Age™, Titanfall™, Plants vs. Zombies™, and EA SPORTS F1®. The Redwood City, California-based company is scheduled to release its fiscal Q1 2027 results soon. Ahead of this event, analysts expect Electronic Arts to post a profit of $0.27 per share, a 217.4% surge from a loss of $0.23 per share in the year-ago quarter. It has surpassed Wall Street's bottom-line estimates in two of the last four quarters while missing on two other occasions. Elon Musk Dubs Him ‘Scam Altman’ Not Sam — Then Altman Clapped Back: ‘Homeboy You’re The One Selling Space Datacenters’ Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Short Seller Hunterbrook Attacked Bloom Energy’s Supply-Chain Claims. BE Stock Is Bruised, But Not Broken. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For fiscal 2027, analysts predict the video game maker to report EPS of $6.86, up 19.9% from $5.72 in fiscal 2026. EA stock has climbed 38.8% over the past 52 weeks, outperforming both the S&P 500 Index's ($SPX) 21.4% gain and the State Street Communication Services Select Sector SPDR ETF's (XLC) 6.5% rise over the same period. Electronic Arts reported strong Q4 2026 results on May 5, including revenue of $2.12 billion and EPS of $1.81, which beat analyst expectations. Full-year net bookings rose 9% year-over-year to a record $8.03 billion, supported by growth in both full-game sales and live services, including the successful launch of the Battlefield franchise. Additionally, the company highlighted strong investor demand in its recent debt financing process and positive progress with regulators regarding its pending acquisition by a consortium backed by the Public Investment Fund, Silver Lake affiliates, and Affinity Partners affiliates. However, the stock fell marginally the next day. Analysts' consensus view on EA stock is cautious, with an overall "Hold" rating. O...

It has been about a month since the last earnings report for Electronic Arts (EA). Shares have added about 0.9% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Electronic Arts due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Electronic Arts Inc. before we dive into how investors and analysts have reacted as of late. Electronic Arts reported fourth-quarter fiscal 2026 earnings of $1.59 per share, increasing 3.2% year over year but missing the Zacks Consensus Estimate of $2.25 by 29.3%.Revenues increased 12% year over year to $2.12 billion and beat the consensus mark of $2.00 billion.For the fourth quarter of fiscal 2026, EA’s net bookings were $1.86 billion, up 3.6% year over year. Management highlighted Battlefield 6’s record fiscal-year performance and noted Apex Legends delivered its strongest net bookings in the fourth quarter of fiscal 2026, alongside growth across Global Football properties. EA’s full-game revenues (28.7% of total revenues) increased 39.4% year over year to $609 million. Full-game download revenues rose 43.9% year over year to $528 million. Packaged goods increased 15.7% year over year to $81 million.Live services and other revenues (71.3% of total revenues) increased 3.6% year over year to $1.51 billion.By platform, console revenues increased 9.4% year over year to $1.29 billion. PC & Other revenues jumped 30.3% to $555 million (from $426 million). Mobile revenues declined 5.2% to $272 million. EA’s cost discipline showed up in margins even as spending increased. GAAP gross profit increased 15% year over year to $1.76 billion. Gross margin expanded 220 basis points on a year-over-year basis to 82.8%.Operating expenses increased 5.3% year over year to $1.19 billion. As a percentage of revenues, operating expenses contracted from 59.7% in the year-ago quarter to 56.2%. Research and development climbed to $732 million, while marketing and sales rose to $254 million.Even with these increases, operating income on a GAAP basis improved to $564 million, increased 42.8% year over year, lifting the operating margin to 26.6%. As of March 31, 2026, EA had $2.98 billion in cash and short-term investments compared with $2.9 billion as of Dec. 31, 2025.Net cash p...

Electronic Arts (EA) came out with quarterly earnings of $1.59 per share, missing the Zacks Consensus Estimate of $2.25 per share. This compares to earnings of $1.54 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -29.45%. A quarter ago, it was expected that this video game maker would post earnings of $4.77 per share when it actually produced earnings of $4.82, delivering a surprise of +1.05%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Electronic Arts, which belongs to the Zacks Gaming industry, posted revenues of $1.86 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 6.48%. This compares to year-ago revenues of $1.8 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Electronic Arts shares have lost about 1.2% since the beginning of the year versus the S&P 500's gain of 5.2%. While Electronic Arts has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Electronic Arts was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stoc...

Electronic Arts EA reported fourth-quarter fiscal 2026 earnings of $1.59 per share, increasing 3.2% year over year but missing the Zacks Consensus Estimate of $2.25 by 29.3%. Revenues increased 12% year over year to $2.12 billion and beat the consensus mark of $2.00 billion. For the fourth quarter of fiscal 2026, EA’s net bookings were $1.86 billion, up 3.6% year over year. Management highlighted Battlefield 6’s record fiscal-year performance and noted Apex Legends delivered its strongest net bookings in the fourth quarter of fiscal 2026, alongside growth across Global Football properties. Electronic Arts Inc. price-consensus-eps-surprise-chart | Electronic Arts Inc. Quote EA’s full-game revenues (28.7% of total revenues) increased 39.4% year over year to $609 million. Full-game download revenues rose 43.9% year over year to $528 million. Packaged goods increased 15.7% year over year to $81 million. Electronic Arts Inc. price-consensus-eps-surprise-chart | Electronic Arts Inc. Quote Live services and other revenues (71.3% of total revenues) increased 3.6% year over year to $1.51 billion. By platform, console revenues increased 9.4% year over year to $1.29 billion. PC & Other revenues jumped 30.3% to $555 million (from $426 million). Mobile revenues declined 5.2% to $272 million. EA’s cost discipline showed up in margins even as spending increased. GAAP gross profit increased 15% year over year to $1.76 billion. Gross margin expanded 220 basis points on a year-over-year basis to 82.8%. Operating expenses increased 5.3% year over year to $1.19 billion. As a percentage of revenues, operating expenses contracted from 59.7% in the year-ago quarter to 56.2%. Research and development climbed to $732 million, while marketing and sales rose to $254 million. Even with these increases, operating income on a GAAP basis improved to $564 million, increased 42.8% year over year, lifting the operating margin to 26.6%. As of March 31, 2026, EA had $2.98 billion in cash and short-term investments compared with $2.9 billion as of Dec. 31, 2025. Net cash provided by operating activities was $580 million for the quarter and $2.55 billion for the trailing 12 months. Likewise, free cash flow was $519 million for the quarter and $2.32 billion for the trailing 12 months. Deferred net revenues tied to online-enabled games rose to $2.23 billion, reflecting the company’s ongoing exposu...

EA Delivers Record Fiscal Year in Net Bookings and Operating Cash Flow, Underpinned by a Successful Battlefield 6 Launch and Live Services Portfolio Growth REDWOOD CITY, Calif., May 05, 2026--(BUSINESS WIRE)--Electronic Arts (NASDAQ: EA) today announced preliminary financial results for its fourth quarter and fiscal year ended March 31, 2026. "Driven by our talented teams and disciplined execution, we delivered a record FY26, highlighted by the incredibly successful launch of our iconic Battlefield franchise," said Andrew Wilson, CEO of Electronic Arts. "With the recent completion of a debt process that was met with strong investor demand and our ongoing constructive engagement with regulators, we look ahead to closing the transaction and the opportunities it will unlock." Selected Operating Highlights and Metrics Net bookings1 were a record $8.026 billion in FY26, up 9% year-over-year. Battlefield 6 was the best performing Battlefield in a fiscal year setting numerous franchise fiscal year records. Global Football net bookings was up mid-single-digits for FY26 with growth across EA SPORTS FC 26, FC Online, and FC Mobile. Apex Legends delivered its strongest net bookings quarter of the fiscal year in Q4 reflecting continued momentum as engagement and monetization continue to improve. For FY26, Apex Legends net bookings finished up double digits year-over-year. Selected Financial Highlights and Metrics Net revenue for FY26 was $7.531 billion, up 1% year over year. Net cash provided by operating activities was $580 million for the quarter and $2.553 billion for the fiscal year, up 6% and 23% year over year, respectively. Dividend EA has declared a quarterly cash dividend of $0.19 per share of the Company’s common stock. The dividend is payable on June 17, 2026 to stockholders of record as of the close of business on May 27, 2026. Quarterly Financial Highlights Fiscal Year Financial Highlights Operating Metric The following is a calculation of our total net bookings for the periods presented: Pending Acquisition by Investor Consortium On September 29, 2025, EA announced that it has entered into a definitive agreement to be acquired by an investor consortium ("the Consortium") comprised of The Public Investment Fund, private investment funds affiliated with Silver Lake Group, L.L.C. and private investment funds affiliated with Affinity Partners in an all-cash tr...

REDWOOD CITY, Calif. (AP) — REDWOOD CITY, Calif. (AP) — Electronic Arts Inc. (EA) on Tuesday reported fiscal fourth-quarter earnings of $461 million. On a per-share basis, the Redwood City, California-based company said it had profit of $1.81. Earnings, adjusted for one-time gains and costs, came to $1.59 per share. The results did not meet Wall Street expectations. The average estimate of eight analysts surveyed by Zacks Investment Research was for earnings of $2.25 per share. The video game maker posted revenue of $2.12 billion in the period. Its adjusted revenue was $1.86 billion, which also fell short of Street forecasts. Five analysts surveyed by Zacks expected $1.99 billion. For the year, the company reported profit of $887 million, or $3.51 per share. Revenue was reported as $8.03 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on EA at https://www.zacks.com/ap/EA

For the quarter ended March 2026, Electronic Arts (EA) reported revenue of $1.86 billion, up 3.6% over the same period last year. EPS came in at $1.59, compared to $1.54 in the year-ago quarter. The reported revenue represents a surprise of -6.48% over the Zacks Consensus Estimate of $1.99 billion. With the consensus EPS estimate being $2.25, the EPS surprise was -29.45%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Electronic Arts performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Bookings: $1.86 billion compared to the $1.99 billion average estimate based on four analysts. Net Bookings by composition- Live services and other: $1.52 billion compared to the $1.57 billion average estimate based on two analysts. The reported number represents a change of +7.7% year over year. Net Bookings by composition- Full game- Full game downloads: $308 million versus $368.25 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -9.4% change. Net Bookings by composition- Full game- Packaged goods: $32 million compared to the $55.97 million average estimate based on two analysts. The reported number represents a change of -27.3% year over year. View all Key Company Metrics for Electronic Arts here>>> Shares of Electronic Arts have returned -1.2% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Electronic Arts Inc. (EA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Electronic Arts (EA) reported fiscal Q4 earnings late Tuesday of $1.81 per diluted share, up from $0

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

Wall Street analysts forecast that Electronic Arts (EA) will report quarterly earnings of $2.25 per share in its upcoming release, pointing to a year-over-year increase of 46.1%. It is anticipated that revenues will amount to $1.99 billion, exhibiting an increase of 10.8% compared to the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. Given this perspective, it's time to examine the average forecasts of specific Electronic Arts metrics that are routinely monitored and predicted by Wall Street analysts. Analysts forecast 'Net revenue by composition- Live services and other- Non-GAAP (Net Bookings)' to reach $1.57 billion. The estimate indicates a year-over-year change of +11.3%. The average prediction of analysts places 'Net revenue by composition- Full game- Full game downloads- Non-GAAP (Net Bookings)' at $368.25 million. The estimate indicates a change of +8.3% from the prior-year quarter. Based on the collective assessment of analysts, 'Net revenue by composition- Full game- Packaged goods- Non-GAAP (Net Bookings)' should arrive at $55.97 million. The estimate indicates a year-over-year change of +27.2%. The consensus among analysts is that 'Net Bookings' will reach $1.99 billion. The estimate is in contrast to the year-ago figure of $1.80 billion. View all Key Company Metrics for Electronic Arts here>>> Shares of Electronic Arts have experienced a change of -0.5% in the past month compared to the +12.2% move of the Zacks S&P 500 composite. With a Zacks Rank #2 (Buy), EA is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks...

Electronic Arts EA is scheduled to report its fourth-quarter fiscal 2026 results on May 5. The Zacks Consensus Estimate for revenues is pegged at $1.99 billion, indicating 10.79% growth from the year-ago quarter’s reported figure. The consensus mark for earnings is pegged at $2.25 per share, unchanged over the past 30 days, indicating strong year-over-year growth of 46.10%. Electronic Arts has a mixed earnings surprise history. The company’s earnings missed the Zacks Consensus Estimate in one of the trailing four quarters and beat the other three, resulting in an average surprise of 46.27%. Electronic Arts Inc. price-eps-surprise | Electronic Arts Inc. Quote Let us see how things are shaping up for the upcoming announcement. Electronic Arts delivered record net bookings of $3.046 billion in third-quarter fiscal 2026, up 38% year over year, driven by strong full-game performance, and a significant $1.145 billion increase in deferred net revenues from online-enabled games, reflecting robust digital demand and pipeline strength. This surge, alongside a growing deferred revenue balance of $2.49 billion, highlights strong revenue visibility and conversion potential into subsequent periods. This momentum is expected to have supported fourth-quarter fiscal 2026 results through higher revenue recognition and continued demand strength. The launch of Battlefield 6 emerged as a major growth catalyst, becoming the best-selling shooter title of 2025 and setting new franchise engagement records, reflecting strong player adoption and sustained in-game activity. This high engagement aligns with EA’s strategy of extending gameplay through live services, downloadable content and ongoing updates, which typically drive recurring monetization beyond the initial launch. Consequently, the blockbuster performance and continued engagement of Battlefield 6 are likely to have contributed meaningfully to the quarter under review through ongoing content-driven revenues and higher player spending. Electronic Arts’ live services ecosystem remains a key growth pillar, contributing $1.269 billion in third-quarter fiscal 2026 revenues (67% of total revenues), supported by strong engagement across major franchises. Titles like EA SPORTS FC delivered high-single-digit bookings growth, while Apex Legends posted double-digit gains, driven by new content and live events. Additionally, EA’s model...

Netflix NFLX reported the first quarter of 2026 earnings of $1.23 per share, which increased 86.4% from 66 cents a year ago. The figure beat the Zacks Consensus Estimate of 76 cents. Quarterly revenues rose 16.2% year over year to $12.25 billion, modestly beating the consensus mark by 0.65%. Management attributed the upside versus guidance to slightly higher-than-planned subscription revenues. Revenue growth in the quarter was driven primarily by membership growth, higher pricing, and increased advertising revenues. The company cited that results landed slightly above its internal forecast due to higher-than-forecasted membership growth and favorable foreign exchange movements net of hedging. Notably, Netflix no longer provides quarterly updates on its membership numbers. Management also emphasized that recent price changes have “gone well,” reflecting the value proposition, while the advertising business remains on track to reach about $3 billion in 2026, doubling from 2025. The company noted strong adoption of its ad-supported tier, with the ads plan representing more than 60% of sign-ups within ads countries during the quarter. Netflix, Inc. price-consensus-eps-surprise-chart | Netflix, Inc. Quote On engagement, the company said its primary internal quality metric reached another all-time high in the first quarter of fiscal 2026. The first quarter featured exceptional content performance led by the fourth season of Bridgerton, which generated 94 million views. Other successful first-quarter releases included One Piece S2 (40M views). Given the franchise’s multi-generational fanbase, Netflix recently announced a third season of the series, along with a LEGO One Piece animated special and a One Piece anime series. Netflix's live programming strategy continued to deliver disproportionate impact. In the first quarter, Netflix aired more than 70 live events, including their first regional live event with the World Baseball Classic, exclusively for members in Japan. This massive event delivered 31.4 million viewers, becoming the company’s most-watched program ever on Netflix in Japan, and sparked the largest day of sign-ups in the country. As a result, among the 190+ countries in which Netflix operates, Japan was the largest contributor to member growth in the first quarter. The March 21st live airing of BTS The Comeback Live delivered 18.4 million global viewe...