Earnings summaries and quarterly performance for ELECTRONIC ARTS.
Executive leadership at ELECTRONIC ARTS.
Board of directors at ELECTRONIC ARTS.
Research analysts who have asked questions during ELECTRONIC ARTS earnings calls.
Andrew Marok
Raymond James Financial
4 questions for EA
Douglas Creutz
TD Cowen
4 questions for EA
Christopher Schoell
UBS
3 questions for EA
Eric Handler
Roth Capital Partners, LLC
3 questions for EA
Colin Sebastian
Baird
2 questions for EA
Eric Sheridan
Goldman Sachs
2 questions for EA
James Heaney
Jefferies
2 questions for EA
Clayton Griffin
MoffettNathanson
1 question for EA
Cory Carpenter
JPMorgan Chase & Co.
1 question for EA
Matthew Cost
Morgan Stanley
1 question for EA
Michael Hickey
The Benchmark Company, LLC
1 question for EA
Mike Hickey
The Benchmark Company LLC
1 question for EA
Recent press releases and 8-K filings for EA.
- Consortium-led $55 billion leveraged buyout will take Electronic Arts private, with Saudi Arabia’s PIF owning 93.4%, Silver Lake 5.5%, and Affinity Partners 1.1%.
- The transaction, the largest leveraged buyout in history, is pending regulatory and shareholder approval and is expected to close next year.
- EA’s revenues have stagnated over the past three fiscal years, underscoring pressure within the video game sector.
- Suspended trading and delayed release of H1 fiscal 2025-26 results to curb speculation; report due before markets open on November 21, 2025.
- CFO Frederick Duguet cited the need for extra time to finalize the semester’s closing and review strategic options.
- Delay has fueled acquisition speculation by Tencent, which holds a stake in Ubisoft and recently formed Vantage Studios, acquiring key franchise rights.
- Ongoing cost-cutting measures since 2023 include studio closures and over 3,000 layoffs as shares have fallen nearly 50% this year amid industry headwinds.
- EA reported net bookings of $1.818 billion for the quarter, down 13% YoY, while Madden NFL 26 and Apex Legends returned to bookings growth.
- Q2 net revenue was $1.839 billion; operating cash flow was $130 million for the quarter and $1.872 billion on a trailing twelve-month basis.
- EA repurchased 2.3 million shares for $375 million in Q2 and has repurchased 17.5 million shares for $2.5 billion TTM; declared a $0.19 per share quarterly dividend payable December 23, 2025.
- The successful launches of skate. and Battlefield 6 underscore EA’s strategy to drive long-term community engagement and growth.
- EA reported Q2 FY26 net bookings of $1.818 B, down 13% YoY, driven by the absence of the prior-year College Football release.
- Net revenue was $1.839 B, with net income of $137 M (diluted EPS $0.54).
- Operating cash flow reached $130 M for the quarter and $1.872 B on a trailing twelve-month basis.
- The company repurchased 2.3 M shares for $375 M and declared a quarterly dividend of $0.19/share, payable December 23, 2025.
- EA and the NFL have extended their exclusive Madden NFL license through at least April 2031.
- The agreement includes expanded content for EA Sports College Football and new large-scale interactive fan experiences.
- EA initially considered giving up exclusivity, but the NFL insisted on maintaining a sole licensee, prompting EA to continue the partnership.
- EA has paid a significant premium to retain exclusive NFL rights after over 20 years of exclusivity.
- EA SPORTS and the NFL have signed an expanded, multi-year exclusive agreement to grow and innovate the Madden NFL franchise and broader football ecosystem.
- Madden NFL remains the sole authentic NFL simulation game, with the deal also backing new content for EA SPORTS College Football and entirely new, large-scale interactive experiences for fans.
- The Madden NFL franchise sees 2 billion games played annually and the equivalent of 23,000 NFL seasons simulated daily, underscoring its global reach and engagement.
- EA’s Battlefield 6 sold over 7 million copies in its first three days, making it the franchise’s biggest launch to date.
- Players engaged in 172 million matches and watched 15 million hours of streaming during the launch weekend.
- The game’s Open Beta in August also broke franchise records for player engagement.
- Season 1 content “Rogue Ops,” featuring a new map and a 4v4 mode, will launch on October 28.
- Battlefield 6 launches today on PlayStation 5, Xbox Series X/S, and PC worldwide.
- Features new all-out warfare modes across eight global multiplayer maps, a nine-mission single-player campaign, and enhanced Portal creator tools.
- Standard Edition priced at $69.99 and Phantom Edition at $99.99, the latter including exclusive skins, weapon and vehicle packs, and a Season 1 token.
- Season 1 “Rogue Ops” begins October 28 with a new map and 4v4 mode; California Resistance and Winter Offensive phases follow in November and December, all free to players.
- Electronic Arts reported $7.5 billion in GAAP net revenue for fiscal 2025.
- The Ademi Firm is probing EA for possible breaches of fiduciary duty in its deal with PIF, Silver Lake and Affinity Partners.
- Shareholders are set to receive $210 per share in an all-cash transaction valued at approximately $55 billion.
- The agreement restricts competing bids by imposing a hefty penalty if EA accepts an alternate offer.
- EA insiders stand to gain substantial benefits under the proposed change-of-control arrangements.
- EA has entered an agreement to be acquired by an investor consortium of PIF, Silver Lake and Affinity Partners in an all-cash transaction valuing the company at approximately $55 billion.
- EA stockholders will receive $210 per share in cash, representing a 25% premium to the unaffected closing price of $168.32 on September 25, 2025.
- The transaction is expected to close in Q1 FY27, subject to regulatory and shareholder approvals, and EA common stock will be delisted from NASDAQ upon closing.
- Financing comprises $36 billion of equity—including a rollover of PIF’s existing stake—and $20 billion of debt financing, with $18 billion funded at closing by JPMorgan Chase Bank.
- Post-close, EA will remain headquartered in Redwood City, California, and Andrew Wilson will continue as CEO.
Quarterly earnings call transcripts for ELECTRONIC ARTS.
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