Electronic Arts Inc. (EA) reported a total net revenue of $7.531 billion for the fiscal year ending March 31, 2026, reflecting a 1% increase from the previous year’s revenue of $7.463 billion. The company’s operating income decreased by 24% to $1.162 billion, while net income fell to $887 million, down from $1.121 billion in the prior year. Diluted earnings per share were reported at $3.51, compared to $4.25 in the previous fiscal year. The gross margin remained stable at 79%, and operating expenses rose by 9% to $4.785 billion, primarily due to increased research and development costs.
In terms of strategic developments, EA is in the process of being acquired by a consortium led by the Public Investment Fund, with the merger agreement signed on September 28, 2025. The acquisition is expected to close pending regulatory approvals and other conditions. EA has also focused on enhancing its live services, which accounted for 71% of total net revenue, although this segment saw a slight decline of 1% year-over-year to $5.383 billion. The company continues to invest in its key franchises, including EA SPORTS FC and Battlefield, which have been significant contributors to its revenue.
Operationally, EA reported a total cash and cash equivalents balance of $2.864 billion as of March 31, 2026, an increase from $2.136 billion the previous year. The company employed approximately 14,600 people globally, with 71% of its workforce located internationally. EA's digital full game downloads increased by 16% to $1.708 billion, while packaged goods revenue decreased by 16% to $440 million. The company’s net bookings for the fiscal year were $8.026 billion, a 9% increase from the previous year, driven by strong sales from its global football and Battlefield franchises.
Looking ahead, EA anticipates continued growth in its digital offerings and live services, although it acknowledges the competitive landscape and potential challenges in meeting product development schedules. The company is also focused on integrating artificial intelligence into its products and services to enhance player experiences. EA's management remains optimistic about the future, emphasizing the importance of its key franchises and the expected benefits from the merger, which could provide additional resources for growth and innovation.
About ELECTRONIC ARTS INC.
Electronic Arts develops and publishes digital interactive entertainment across consoles, PCs, and mobile devices. Its core offerings include high-quality games, live services, and in-game content for popular franchises like FIFA, Madden NFL, The Sims, Apex Legends, and Battlefield. The company leverages diverse distribution channels, subscription models, and licensed IP to engage a global customer base, emphasizing innovation, community building, and strategic partnerships in a competitive industry.
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