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

Activision Blizzard

Reynolds Consumer Products

Take-Two Interactive Software

Despite the negative earnings trend, a few consumer discretionary stocks are poised to beat earnings estimates this month.

4 Top Consumer Discretionary Stocks to Buy Ahead of Earnings

Even prior to the forced quarantines, EA stock benefited from the incredible popularity of video games. But the coronavirus pandemic has offered three more upside catalysts.

3 Reasons Why Electronic Arts Is a Near-Perfect Quarantine Play

Zynga

It’s time to start pulling the trigger on select video game stocks that are in position to become tomorrow’s stars on Wall Street.

3 Video Game Stocks to Buy

Electronic Arts is expected to report earnings on May 5. It's now trading right around the 114.23 buy point from a first-stage consolidation that it cleared earlier.

Stocks To Watch With Earnings On Tap: Electronic Arts

Alphabet

EA is looking to expand its player base, while Google needs more games for its cloud gaming service.

Electronic Arts to Make Its Games Available on Google Stadia

The gaming market has thrived amid mandatory lockdown orders. Consequently, EA stock remains a viable holding even at elevated price points.

Electronic Arts Stock Still Has Plenty of Potential to Gain Big

Electronic Arts (EA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Electronic Arts (EA) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release

Alongside the rest of the video game industry, EA stock will remain strong both into the end of the year and over the next few years. 
The post 5 Reasons Electronic Arts Stock Will Rally to $125 appeared first on InvestorPlace.

5 Reasons Electronic Arts Stock Will Rally to $125

Nintendo

Video game stocks are on fire right now, and this is just beginning of a multi-year run higher in these hot stocks.

5 Video Game Stocks to Buy for Big Gains in the 2020s

While the markets have tumbled due to the spread of the novel coronavirus, stocks of gaming companies have fared well. The gaming companies stand to benefit in the current crisis, as the demand for gaming could see traction, given that more people are confined to their homes, eschewing.

Impact of Lockdown On Gaming Stocks

Electronic Arts (NASDAQ:EA) stock has seen a 7% uptick since the beginning of this year (through April 20), compared to a 13% decline for the broader S&P 500. While Electronic Arts stock has outperformed thus far, we believe there is only a limited upside from the current levels.

Buy Electronic Arts At $115?

Netflix Inc (NASDAQ: NFLX) is akin to a buffet where consumers pay one price regardless of how much they consume.

Why In-Game Revenue Is Key For Publishers Like Activision, Electronic Arts

With much of the world staying at home right now, video games are a huge source of entertainment -- and gaming stocks are outperforming by a large margin.

5 Gaming Stocks That Are on Fire as We Stay at Home

More time at home means its far from game over for video game stocks. Add these three leading players to your trading watchlist.

Video Game Stocks Set to Test Their February High

Akamai Technologies

Amazon

Biogen

Centene

DexCom

Equinix

Hormel Foods

ICU Medical

Johnson & Johnson

LogMeIn

Molina Healthcare

Netflix

NETGEAR

RingCentral

J. M. Smucker

Vertex Pharmaceuticals

Zscaler

The best large-cap industries are electronic gaming, drugmakers, gold, packaged foods, and healthcare plans.

Here Are The Best Large-Cap Stocks To Buy Now

Disney

Microsoft

Verizon

Zoom Video

A look at the gaming industry amidst social distancing and quarantines.

How the Gaming Industry Is Changing

When the World Health Organization endorses staying home and playing video games, investors must take notice.

EA Is Not Playing Games During Coronavirus Pandemic

Tencent Holdings Limited

Entertainment options, such as online gaming come to the rescue of homebound and bored Americans with related equities witnessing an uptick because of solid demand.

3 Gaming & eSports Stocks for Coronavirus-Led Lockdown

Here we discuss three video game stocks that are better-placed to grow on the back of surging demand for video games and the length of time devoted to playing games amid the coronavirus-caused lockdown.

Coronavirus-Led Logjam Extends Gaming Hours: 3 Best Buys

The COVID-19 pandemic and resulting lockdown could drive shares of gaming companies such as Activision Blizzard and Electronic Arts higher this year.

Are Gaming Stocks Safe Bets in the Coronavirus Sell-Off?

International Game Technology

Stars Group

Five gaming stocks that may benefit as people spend more time at home hooked on to their mobiles, personal computers, gaming consoles and joysticks due to quarantine.

Coronavirus Lockdown Leads to Gaming Boom: 5 Stocks to Watch

Hasbro

JAKKS Pacific

Toys & Games Industry Near-term Prospects Appear Promising

News for Electronic Arts Stock (EA)