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Sentiment · FY2026 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Andy Marok | Raymond James | 7 | 14% |
| Chris Schoell | UBS | 6 | 0% |
| Eric Handler | ROTH Capital Partners | 5 | 20% |
| Mike Hickey | Benchmark | 4 | 50% |
| Doug Creutz | TD Cowen | 4 | 25% |
| Eric Sheridan | Goldman Sachs | 3 | 0% |
| Jim Heaney | Jefferies | 3 | 0% |
| Colin Sebastian | Robert W. Baird | 3 | 0% |
| Matt Cost | Morgan Stanley | 2 | 0% |
| Clay Griffin | MoffettNathanson | 2 | 50% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Raymond James | 1 | 7 | 14% |
| UBS | 1 | 6 | 0% |
| ROTH Capital Partners | 1 | 5 | 20% |
| Benchmark | 1 |
| 4 |
| 50% |
| TD Cowen | 1 | 4 | 25% |
| Robert W. Baird | 1 | 3 | 0% |
| Goldman Sachs | 1 | 3 | 0% |
| Jefferies | 1 | 3 | 0% |
Financials-only auto-score. No earnings transcript was available within 100 days. Base 7 (rev YOY 11.1%) + EPS adj 1 = 8/10. Will be replaced if a transcript surfaces later.
Demand | Product Launch | Competitive Dynamics | Revenue Growth | Innovation & R&D | Geographic Expansion | Subscriber Growth | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 4 | 4 | 3 | 2 | 2 | 1 | 2 | 1 |
| 2025Q3 | 5 | 3 | 4 | 1 | 3 | 1 | 1 | |
| 2025Q4 | 6 | 3 | 2 | 2 | 2 | 1 | 1 | 1 |
| 2026Q1 | 6 | 4 | 4 | 2 | 1 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|
| Demand | 4 | 5 | 6 | 6 |
| Product Launch | 4 | 3 | 3 | 4 |
| Competitive Dynamics | 3 | 4 | 2 | 4 |
| Revenue Growth | 2 | 1 | 2 | 2 |
| Innovation & R&D | 2 | 3 | 2 | |
| Geographic Expansion | 1 | 1 | 1 | 1 |
| Subscriber Growth | 2 | 1 | 1 | |
| Guidance Reliability | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EA Electronic Arts | 8 | +11.1% | |
| TTWO Take-Two Interactive | 7 | +6.2% |