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

The cost of developing the top-quality video games, known as AAA games, has surged tenfold over the past decade and a half but pricing and returns for the games industry has not kept up, JP Morgan has warned. Increasing costs and lower returns for companies are a trend that the investment bank argues is structural rather than a mere byproduct of the pandemic.

Video games: rising costs a major challenge and AI may not be the answer, JPMorgan says

Electronic Arts' (EA) third-quarter fiscal 2024 results reflect strength in new releases, continued live services growth and healthy engagement.

Electronic Arts' (EA) Q3 Earnings and Revenues Rise Y/Y

Electronic Arts Inc. (EA) Q3 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Electronic Arts (EA) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, Electronic Arts (EA) Q3 Earnings: A Look at Key Metrics

In Electronic Arts‘ earnings conference call, an analyst asked EA CEO Andrew Wilson what he thought about the opportunity for building a metaverse from EA's various sports silos. Wilson said it was an “incredible” question and also “very insightful.

EA CEO shares his thoughts on a sports metaverse

Electronic Arts reported financials for its fiscal third quarter ended December 31 with results driven by its EA Sports FC.

EA earnings get boost from EA Sports FC with bookings hitting $2.36B

Videogame maker Electronic Arts Inc. saw a modest uptick in gaming demand during the holiday season, helped by gains in its “EA Sports FC” soccer franchise, but signaled a slowdown in a key demand metric for its fourth quarter.

Soccer game's popularity is delivering for EA — and creating a higher bar to clear for growth

Electronic Arts missed estimates for quarterly bookings on Tuesday, as lower spending and stiff competition hurt demand for its gaming titles.

Electronic Arts misses quarterly bookings estimates on weak consumer spending

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Electronic Arts Inc. (NASDAQ: EA) today announced preliminary financial results for its third quarter ended December 31, 2023. “Our incredible teams delivered a strong Q3, entertaining hundreds of millions of people across our portfolio, driving deep engagement and record live services,” said Andrew Wilson, CEO of EA. “We remain focused on growing our biggest franchises and delivering new, innovative games and experiences for our global communities.” “EA S.

Electronic Arts Reports Strong Q3 FY24 Results

NetEase

Sony

2023 was rough for the video gaming industry; the sector slowed from industry-wide layoffs to stagnant consumer demand. However, the start of 2024 brings a new dawn for gamers as exciting gaming events, like the New York Game Awards and the “oh so cool” CES 2024, spice up gamers' appetite for upcoming title announcements and cool tech.

3 Video Game Stocks to Play as the Metaverse Takes Off

Netflix

OneSpaWorld Holdings Limited

Pearson PLC

Royal Caribbean Cruises

Discretionary stocks like Royal Caribbean Cruises Ltd. (RCL), Netflix, Inc. (NFLX), OneSpaWorld Holdings (OSW), Pearson plc (PSO) and Electronic Arts Inc. (EA) are likely to gain from a steady rise in personal income and spending.

5 Stocks to Buy on Steady Rise in Personal Spending, Income

Aptiv Holdings Ltd

Las Vegas Sands

NIKE

State Street

Wynn Resorts

Nike, Las Vegas Sands, and four others look set to benefit from a move by the People's Bank of China, according to Evercore.

China's Stimulus Could Boost These 6 Stocks

Electronic Arts' (EA) third-quarter fiscal 2024 results are expected to benefit from steady demand for its digital and live services.

Electronic Arts (EA) to Report Q3 Earnings: What's in Store?

Microsoft

Nintendo

When was the last time you played a video game? Some people haven't played them in a while, but there is a big demand for the industry.

3 Gaming Stocks to Buy as the Industry Booms in 2024

Besides Wall Street's top -and-bottom-line estimates for Electronic Arts (EA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2023.

Stay Ahead of the Game With Electronic Arts (EA) Q3 Earnings: Wall Street's Insights on Key Metrics

Mattel

Take-Two Interactive Software

The Zacks Toys - Games - Hobbies industry benefits from robust demand for sports toys, fashion dolls and accessories and STEM toys. Stocks like EA, MAT and TTWO are well-positioned to benefit.

3 Toys & Games Industry Stocks to Watch in a Promising Industry

Electronic Arts (EA) doesn't possess 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) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Lululemon Athletica

Consumer discretionary stocks like Royal Caribbean Cruises (RCL), Electronic Arts (EA), Lululemon Athletica (LULU), Netflix (NFLX) and OneSpaWorld (OSW) are expected to benefit as consumers are more upbeat about the economy's future.

5 Stocks to Buy as Consumer Sentiment Hits Two-and-Half-Year High

Coca-Cola

Ulta Beauty

Ulta Beauty shares look attractive after underperforming last year. Electronic Arts offers investors lower-risk exposure to the video game industry.

Have $1,100? These 3 Stocks Could Be Bargains for 2024 and Beyond

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Today, Electronic Arts, Inc. (NASDAQ: EA) unveiled the EA SPORTS FC™ Team of The Year (TOTY), including the first ever Women's TOTY Final XI, honouring the very best players of 2023. Men's and Women's Attackers will be available in EA SPORTS FC 24 starting on January 19th, with Midfielders (Jan 21st), and Defenders & Goalkeepers (Jan 23rd) to follow. Women's Team of The Year GK - Mary Earps (England) - Manchester United MID - Aitana Bonmatí (Spain) - F.

EA SPORTS™ Announces First Ever EA SPORTS FC™ Team of The Year, Celebrating the Best Men's and Women's Footballers of 2023

United States Brent Oil Fund LP

Invesco DB Oil Fund

Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares

iShares U.S. Oil & Gas Exploration & Production ETF

VanEck Vectors Oil Services ETF

iPath Pure Beta Crude Oil ETN

Invesco Dynamic Oil & Gas Services ETF

ProShares Ultra Bloomberg Crude Oil

United States Oil Fund LP

SPDR S&P Oil & Gas Exploration & Production ETF

Oil demand this year will fall by 50% according to the latest forecasts from the International Energy Agency. Improvements in energy efficiency will cut demand for crude from 2.3m barrels a day to 1.2mb, according to the latest report from the industry trade body.

Oil demand to fall by 50% just as production ramps up predicts |EA

Electronic Arts' (EA) EA SPORTS to stage the Madden Bowl in February at the House of Blues.

Electronic Arts' (EA) Madden Bowl to Feature NFL 24 Finale

REDWOOD CITY, Calif.--(BUSINESS WIRE)--When the world converges on Las Vegas for Super Bowl LVIII, EA SPORTS™ will hit football's biggest stage with EA SPORTS™ Presents The Madden Bowl, an event that highlights the brand's unique position at the intersection of sports, culture and entertainment. The multi-dimensional event at the House of Blues on Friday, Feb. 9 features the conclusion of the most-played season in Madden NFL Championship Series history, interactive experiences and unforgettable.

EA SPORTS™ Presents The Madden Bowl Headlined by Green Day and Featuring Big Boi Hits Las Vegas for Super Bowl LVIII

Electronic Arts is a well-known gaming company with popular franchises like Need for Speed and The Sims. Electronic Arts has a growth strategy that includes both organic growth and acquisitions, with a focus on mobile gaming and live services. The company has shown discipline in returning cash flow to shareholders, but my estimates suggest the company is currently trading at fair value.

News for Electronic Arts Stock (EA)