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Mar 31, 2025
EA Q4 2025 Earnings Report
Electronic Arts reported strong Q4 2025 results with increased revenue and net income driven by growth in EA SPORTS FC and Split Fiction.
Key Takeaways
EA closed Q4 FY25 on a strong note, delivering higher revenue and income year-over-year. Key franchises like EA SPORTS FC and Split Fiction contributed to momentum heading into FY26.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
EA expects FY26 growth driven by upcoming Battlefield and skate. releases, continued momentum in EA SPORTS, and strength in live services.
Positive Outlook
- Launch of Battlefield and skate. expected to drive bookings
- Continued growth in EA SPORTS and The Sims franchises
- Net bookings guidance of $7.6B to $8.0B for FY26
- Live services expected to continue growing
- Free cash flow return commitment of 80% through FY27
Challenges Ahead
- Headwinds from Apex Legends projected at 5 points
- Catalog expected to contribute 2-point drag
- Operating expenses expected to rise due to marketing
- Deferred net revenue to negatively impact reported revenue
- Some margin compression anticipated from reprioritization costs
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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