Wednesday, October 29th 2025

Electronic Arts Reports Q2 FY26 Results

Electronic Arts Inc. today announced preliminary financial results for its second fiscal quarter ended September 30, 2025. "Across our broad portfolio - from EA SPORTS to Battlefield, The Sims, and skate. - our teams continue to create high-quality experiences that connect and inspire players around the world," said Andrew Wilson, CEO of Electronic Arts. "The creativity, passion, and innovation of our teams are at the heart of everything we do."

Selected Operating Highlights and Metrics
  • Net bookings for the quarter totaled $1.818 billion, down 13% year-over-year, driven largely by the extraordinary release of College Football 25 in the prior year period.
  • EA SPORTS Madden NFL 26 delivered net bookings growth year-over-year in the quarter, with players returning to the title.
  • Apex Legends returned to net bookings growth on a year-over-year basis in Q2, growing double digits, as the team continues to deliver new experiences that drove deeper engagement.
  • EA SPORTS FC 26 HD net bookings were up mid single digits year-over-year versus EA SPORTS FC 25 HD net bookings in the quarter, after adjusting for differences in deluxe edition content timing.
  • The successful launches of skate. and Battlefield 6 - underscore the strength of EA's long-term strategy to build community-driven experiences centered on creativity, connection, and long-term growth.
Selected Financial Highlights and Metrics
  • Net revenue was $1.839 billion for the quarter.
  • Net cash provided by operating activities was $130 million for the quarter and $1.872 billion for the trailing twelve months.
  • EA repurchased 2.3 million shares for $375 million during the quarter, bringing the total for the trailing twelve months to 17.5 million shares for $2.500 billion.
Dividend
  • EA has declared a quarterly cash dividend of $0.19 per share of the Company's common stock. The dividend is payable on December 23, 2025 to stockholders of record as of the close of business on December 3, 2025.
Quarterly Financial Highlights

Trailing Twelve Months Financial Highlights
Operating Metric
The following is a calculation of our total net bookings for the periods presented:
Pending Acquisition by Investor Consortium
On September 29, 2025, EA announced that it has entered into a definitive agreement to be acquired by an investor consortium ("the Consortium") comprised of The Public Investment Fund, private investment funds affiliated with Silver Lake Group, L.L.C. and private investment funds affiliated with Affinity Partners in an all-cash transaction that values EA at an enterprise value of approximately $55 billion. The transaction is subject to customary closing conditions, including receipt of required regulatory approvals and approval by EA stockholders. For additional information, please refer to EA's Current Report on Form 8-K filed on September 29, 2025, available here.

Conference Call and Supporting Documents
Given the pending transaction, Electronic Arts will not be hosting an earnings conference call this quarter and will no longer provide forward-looking guidance.

For further information and discussion of EA's financial results, please refer to the financial model of EA's historical results posted on EA's IR Website at ir.ea.com and EA's upcoming Quarterly Report on Form 10-Q for the fiscal quarter ended September 30, 2025.
Source: Electronic Arts
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2 Comments on Electronic Arts Reports Q2 FY26 Results

#1
Philaphlous
Oh boy...here comes the BF6 monetization posts... I dunno if microtransactions were always the plan, but I did mention it before I knew they were going to launch the...microtransactions, so yea, one time purchase turning into a revenue stream for the game dev...

From a consumer perspective, yea it sucks, especially since it wasn't that way in the past, pre-bf3 but DLC's came out with BF3 and so basically the monetization after the initial purchase did start way back then...

From a corporate perspective, yea, milk it for all it's worth. If you have the ability to develop microtransactions, go for it.
Posted on Reply
#2
EatingDirt
  • The successful launches of skate. and Battlefield 6 - underscore the strength of EA's long-term strategy to build community-driven experiences centered on creativity, connection, and long-term growth.
This bullet is a bit ironic given that the first three bullets are all yearly release re-hashed sports titles that are essentially void of creativity. Just a quick glance at their website, Split Fiction is the only original title they released so far this year.
Posted on Reply
Nov 14th, 2026 18:52 CST change timezone

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