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Sep 30, 2025
EA Q2 2026 Earnings Report
EA reported a year-over-year decline in revenue and profitability during the second fiscal quarter of 2026.
Key Takeaways
Electronic Arts posted $1.839 billion in revenue and $137 million in net income for Q2 FY26, as net bookings declined due to tough comparisons with the prior-year release of College Football 25. However, Madden NFL 26 and Apex Legends returned to net bookings growth.
Net revenue was $1.839 billion, down 9% year-over-year.
Net income dropped to $137 million from $294 million in Q2 FY25.
Madden NFL 26 and Apex Legends showed positive net bookings trends.
Operating income fell 48% to $200 million.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
EA has suspended forward guidance due to its pending acquisition by an investor consortium.
Positive Outlook
- Madden NFL 26 returned to year-over-year net bookings growth.
- Apex Legends grew net bookings double digits YoY.
- EA SPORTS FC 26 HD bookings grew mid-single digits YoY.
- Continued strong engagement across EA SPORTS portfolio.
- Repurchased $375 million in shares during the quarter.
Challenges Ahead
- Overall net revenue declined 9% YoY.
- Net income dropped by more than 50%.
- Operating income fell 48% YoY.
- Free cash flow decreased significantly YoY.
- Live services revenue declined 7% compared to prior year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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