Revenue segments as reported by the company.

Live Services

Full Game Downloads

Packaged Goods & Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Amortization of intangibles

Restructuring

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Electronic Arts

Criterion Games is a British video game developer based in Guildford, England. They are best known for their work on the racing video game series Burnout and various Need for Speed games.

Criterion Games

BioWare is a Canadian video game developer located in Edmonton, Alberta, Canada. It was founded in February 1995 by newly graduated medical doctors Ray Muzyka, Greg Zeschuk, and Augustine Yip, and is currently owned by American company Electronic Arts.

BioWare

Firemonkeys Studios is a developer and publisher of video games, based in Melbourne, Australia. It was founded in 1999 by CEO Robert Murray as Firemint. Originally an independent company, in May 2011, Electronic Arts announced the acquisition of Firemint for an undisclosed sum, making it an in-house studio for EA Interactive. IronMonkey Studios were also taken under EA Interactive's wing back in 2010.

Firemonkeys Studios

Ghost Games is a Swedish video game developer owned by Electronic Arts and located in Gothenburg. The studio has two other locations; one based in Guildford in the United Kingdom and another in Bucharest, Romania and oversees the development of the Need for Speed racing franchise. Employees of Ghost include former staff members of EA DICE, Black Box, Criterion Games and Playground Games.

Ghost Games

Motive Studios is a Canadian video game development studio owned and operated by Electronic Arts. Founded in July 2015 by Jade Raymond, a former Ubisoft executive and Assassin's Creed producer, Motive Studios was created to specialize in action-adventure games as well as create new intellectual properties. Their first announced project is to work with Redwood Shores-based Visceral Games on an upcoming Star Wars video game.

Motive Studios

Maxis is a subsidiary of Electronic Arts (EA). The company was founded in 1987 as Maxis Software, an American independent video game development company, and later became known as Maxis.

Maxis

PopCap Games is an American video game developer and publisher, based in Seattle, Washington, United States, and is a subsidiary of Electronic Arts. It was founded in 2000 by John Vechey, Brian Fiete and Jason Kapalka, and since October 2013 employs about 400 people. Most of PopCap's games are available for a fee and are purchased through Origin or Steam.

PopCap Games

Respawn Entertainment is an American video game development studio founded by Jason West and Vince Zampella, who created and were responsible for the development of the Call of Duty franchise at Infinity Ward before 2010. The studio was acquired by Electronic Arts on December 1, 2017.

Respawn Entertainment

DROsoft is a computer and video game software distributor headquartered in Madrid, Spain. They were acquired by Electronic Arts on November 14, 1994. It was acquired in order to allow direct distribution of software to the Spanish region.

DROsoft

The Sims Studio is a division of Maxis, a subsidiary label of Electronic Arts. Its primary location is situated at the Electronic Arts' Redwood City campus, where other EA studios, such as Visceral Games, are located. In addition to the Redwood City site, the team has consisted of people from EA Black Box in EA Canada. A secondary studio is located at Salt Lake City. Upon inception, The Sims Studio took over production and expansion of the game franchise The Sims from Maxis; before eventually being reintegrated with the Maxis label in time for production of The Sims 3: University Life, and later The Sims 4.

The Sims Studio

Electronic Arts, Inc. engages in the development, marketing, publication, and distribution of games, content, and services for game consoles, PCs, mobile phones, and tablets. The company develops and publishes games and services across various genres, such as sports, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Anthem, Need for Speed, and Plants v. Zombies brands, and license games, including FIFA, Madden NFL, and Star Wars brands. The firm also provides advertising services and licenses its games to third parties to distribute and host its games. It markets and sells its games and services through digital distribution channels, as well as through retail channels, such as mass-market retailers, electronics specialty stores, and game software specialty stores. The company was founded by William M. Hawkins III and William Gordon in 1982 and is headquartered in Redwood City, CA.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

EA reports strong Q1 performance and outlines growth opportunities

EA's Q1 2023 demonstrated strong performance across major franchises, with a focus on building games and experiences that entertain massive online communities. The company anticipates healthy engagement and net bookings growth for fiscal year 2024, while also addressing challenges in stabilizing its mobile business and navigating the increasing complexity of successful franchise development.

EA reports record Q1 earnings, reaffirms full-year guidance

EA's Q1 performance was robust, driven by strong net bookings and successful game launches. The company is reaffirming its full-year net bookings guidance and is heavily investing in the launch of EA SPORTS FC. EA is committed to creating interactive entertainment and building unrivaled IP-driven platforms to entertain massive online communities.

EA reports mixed Q3 results, focuses on quality and long-term growth

EA's Q3 performance showed mixed results with successful game launches but a decline in net bookings. The company is focused on delivering high-quality games, enhancing player engagement, and making disciplined investments for long-term success.

Electronic Arts (EA) reports robust Q4 performance and eyes growth through strategic priorities and AI integration

Electronic Arts (EA) delivered strong Q4 results driven by key franchises and a focus on player engagement. The company faces challenges in game development quality and industry consolidation implications but sees opportunities in upcoming releases and AI integration. EA's strategic priorities and focus on long-term growth position it well for future success.

EA achieves record Q1 performance, focuses on growth opportunities

Electronic Arts (EA) delivered a record-breaking Q1 performance driven by popular franchises like FIFA and Star Wars Jedi: Survivor.
The company's strategic focus on building IP-driven platforms, empowering creative leaders, and scaling franchises positions EA for long-term growth.
While facing challenges like financial hurdles in Apex Legends and margin impacts from investments, EA remains optimistic about future opportunities.
With upcoming game releases and initiatives, EA aims to sustain player engagement, drive profitability, and expand its presence in the interactive entertainment industry.

EA surpasses Q2 expectations with strong net bookings and growth

EA's Q2 performance exceeded expectations, driven by successful game launches and strong net bookings.
The company's emphasis on live services and community-building bodes well for sustained growth.
While facing challenges in revenue growth and industry competition, EA remains optimistic about future opportunities.

EA reports strong Q3 performance, eyes growth through immersive experiences

EA's Q3 2024 demonstrated strong performance with record Live Services net bookings and notable player engagement across key franchises, despite a decline in full game net bookings.
The company's strategic focus on delivering immersive experiences, exploring brand crossovers, and driving efficiency positions it well for growth and value creation in FY '25.
Challenges in managing expenses, full game bookings, and balancing core gameplay with brand crossovers highlight areas for EA to address for sustained success and profitability.
Opportunities in expanding brand crossovers, forming strategic partnerships, and innovating gameplay present avenues for EA to enhance player experiences and drive revenue growth.

Electronic Arts (EA) posts record FY '24 performance, eyes AI-driven growth

Electronic Arts (EA) reported a strong FY '24 performance with record cash flow, driven by successful franchise launches and strategic focus on live services. The company faces challenges in optimizing its mobile segment and managing title launches in FY '25. However, EA's strengths in player engagement, innovative storytelling, and AI integration position it well for future growth opportunities.

EA beats net bookings guidance, eyes growth with key launches

EA's Q1 FY '25 earnings call showcased strong performance across key franchises, with a focus on community engagement and strategic growth. While facing challenges with Apex Legends, the company is optimistic about upcoming launches driving growth and sustaining momentum.

EA reports record Q2 net bookings and raises FY '25 guidance

EA's Q2 2025 performance reflects strong growth and strategic execution, with a focus on quality content and community engagement. The company faces challenges in sustaining growth in live services and managing the impact of new game releases. However, opportunities lie in innovation, leveraging AI, and building on successful franchises.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Electronic Arts (EA) announces the cancellation of games such as Apex Legends and Battlefield, along with a delay in the release of Star Wars Jedi: Survivor.

Electronic Arts (EA) Cancels and Delays Upcoming Game Titles

Advanced Micro Devices

Amgen

FedEx

Peloton

Rivian Automotive

Snap

Stryker

U.S. stock markets started Feb. 1 with declines on news of the Fed's latest rate hike but ended the day higher following comments from the Fed chair.

US Markets Rally Back on Powell Comments

The delayed launch of a major title frustrated investors.

Why Electronic Arts Stock Dropped Today

Electronic Arts Inc. shares were on track for their worst decline of the COVID-19 pandemic Wednesday, as Wall Street reset its expectations for the videogame publisher amid a forecast miss and game delays.

Electronic Arts stock on track for worst decline of pandemic as ‘rare' disappointment resets expectations

‘Apex Legends Mobile' misfire drives videogame publisher to pull plug amid tough period

EA Shows Why Mobile Games Are a Minefield

Electronic Arts' (EA) third-quarter fiscal 2023 results reflect strength in EA SPORTS portfolio and multi-platform live services business despite tepid net bookings.

Electronic Arts' (EA) Q3 Earnings Jump, Bookings View Lowered

Although the revenue and EPS for Electronic Arts (EA) give a sense of how its business performed in the quarter ended December 2022, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Electronic Arts (EA) Reports Q3 Earnings: What Key Metrics Have to Say

Electronic Arts Inc. (NASDAQ:EA ) Q3 2023 Earnings Conference Call January 31, 2023 5:00 PM ET Company Representatives Andrew Wilson - Chief Executive Officer Chris Suh - Chief Financial Officer Laura Miele - Chief Operating Officer Chris Evenden - Vice President, Investor Relations Conference Call Participants Andrew Uerkwitz - Jefferies Eric Sheridan - Goldman Sachs Stephen Ju - Credit Suisse Omar Dessouky - Bank of America Benjamin Soff - Deutsche Bank Eric Handler - MKM Partners Mike Hickey - The Benchmark Company Matthew Cost - Morgan Stanley David Karnovsky - JP Morgan Operator Hello! And thank you for standing by.

Electronic Arts Inc. (EA) Q3 2023 Earnings Call Transcript

Electronic Arts reported that its third quarter of fiscal year 2023 was a bit on the lean side as net bookings have dropped year over year.

EA's net bookings drop 9% to $2.342B in December quarter

Electronic Arts (EA) delivered earnings and revenue surprises of -11.15% and 6.16%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Electronic Arts (EA) Lags Q3 Earnings and Revenue Estimates

Electronic Arts Inc. disappointed investors with its holiday sales and earnings Tuesday, and executives moved a big game launch to next fiscal year, leading to a forecast that is drastically less than Wall Street expected.

Electronic Arts stock sinks as earnings and forecast disappoint, new ‘Star Wars' game delayed

Electronic Arts Inc lowered its annual bookings forecast on Tuesday, indicating that the downturn in the gaming market is set to continue this year as consumers are cautious about discretionary spending in the face of still-high inflation.

Electronic Arts lowers bookings expectation amid gaming slowdown

Electronic Arts Inc lowered its annual bookings forecast on Tuesday, indicating that consumers were cautious about spending on its video games in a turbulent economy despite recent launches and a line-up that features popular titles such as "FIFA".

Electronic Arts lowers annual adjusted sales forecast

REDWOOD CITY, Calif.--( BUSINESS WIRE )--Electronic Arts Inc. (NASDAQ:EA) today announced preliminary financial results for its third fiscal quarter ended December 31, 2022.

Electronic Arts Reports Q3 FY23 Financial Results

Electronic Arts (EA) to host NFL Pro Bowl: Madden NFL 23 Edition on Feb 4 and feature the classic Madden Cruiser during the game for fans.

Electronic Arts (EA) to Present NFL Pro Bowl 2023 on Feb 4

Electronic Arts Inc.'s upcoming earnings will show how spending on video games has held up in the current economic climate.

EA earnings: What to expect

REDWOOD CITY, Calif.--( BUSINESS WIRE )--As the 2023 Pro Bowl Games presented by Verizon deliver a new, engaging format for football fans to enjoy competition between the best players of the season from the NFC and AFC, EA SPORTS™ Madden NFL 23 is the only place for fans to play out a full game between this year's NFL all-stars. To highlight this, EA SPORTS™, the National Football League (NFL) and the NFL Players Association are joining together for the third consecutive year to host the NFL Pro Bowl: Madden NFL 23 Edition, filmed at the NFL Las Vegas Store presented by VISA and airing Saturday, Feb. 4 at 4 p.m. PST/7 p.m. EST on the NFL YouTube, Twitter and Facebook.

EA SPORTS Madden NFL to Host Virtual Pro Bowl & Introduces Reimagined Version of the Iconic Madden Cruiser at 2023 NFL Pro Bowl Games

We expect EA stock to trade higher, with revenue and earnings likely falling marginally above the consensus estimates.

Here's What To Expect From Electronic Arts' Q3

REDWOOD CITY, Calif.--( BUSINESS WIRE )--Today, Electronic Arts, Inc. (NASDAQ: EA) unveiled the official EA SPORTS™ FIFA 23 Team of the Year (TOTY). Millions of fans across the globe voiced their opinion on who should make the prestigious TOTY Final XI, honoring the world's best of 2022.

EA SPORTS™ ANNOUNCES FIFA 23 TEAM OF THE YEAR, IN THE FRANCHISE'S LARGEST FOOTBALL COMMUNITY VOTE TO DATE

Microsoft

Nintendo

Video games are only getting better and more popular among consumers. Worldwide sales of video games are forecast to reach $221.40 billion in 2023, according to market research firm Statista, and continue growing at a compound annual growth rate (CAGR) of nearly 7% through 2027.

The 3 Best Video Game Stocks to Buy for 2023

REDWOOD CITY, Calif.--( BUSINESS WIRE )--Electronic Arts Inc. (NASDAQ: EA) will release its financial results for the fiscal quarter ended December 31, 2022 after the close of market on Tuesday, January 31, 2023. In conjunction with this release, EA will host a conference call to review its financial results for the fiscal quarter, discuss its outlook for the future and may disclose other material developments affecting its business and/or financial performance. Listeners may access the conference call live via a dial-in number or audio webcast.

EA to Release Third Quarter Fiscal Year 2023 Results on January 31, 2023

Electronic Arts and Nintendo have durable brands that should benefit from the steady growth of the video game industry.

2 Gaming Stocks That Could Help Make You a Fortune

Electronic Arts is one of the world's most iconic gaming companies with a strong portfolio of sporting brands. The business reported record sales for its soccer game FIFA 2023, and I expect the World Cup to drive even more sales.

Electronic Arts: Undervalued Icon With World Cup Tailwinds

This publisher has a virtual monopoly on certain game franchises and should benefit from the end of the console supply shortage.

1 No-Brainer Video Game Stock to Buy in 2023

NVIDIA

Microsoft, Nvidia, and EA have excellent prospects for 2023.

News for Electronic Arts Stock (EA)