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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Electronic Arts (EA) is 4/10.
EA posted record net bookings of $3.0 billion, up 38%, driven by Battlefield 6 and global football, though net revenue grew only 1% to $1.9 billion due to deferred revenue timing. Operating expenses surged 22% on Battlefield marketing and R&D investment while operating cash flow surged 55% to $1.8 billion. The acquisition was approved by 99% of shareholders with closing expected in Q1 FY2027, and no forward guidance was provided.
Scored from Electronic Arts’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
On August 4, 2026, the merger taking the company private closed. Parent entered into a Credit Agreement providing a first lien term loan B of $6,125.0 million plus EUR 1,725.0 million, a $3,250.0 million first lien term loan A, both funded August 4, 2026, and a $500.0 million revolver. Proceeds from those facilities, the April 8, 2026 notes offerings and equity contributions from funds affiliated with the Consortium funded the cash merger consideration and refinanced existing debt.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $2.02B | +5.8% | $1.11 | -24.5% | 19.0% | 14.5% | $184M |
| FY2025 Q3 | $1.88B | -3.2% | $1.11 | +3.7% | 20.0% | 15.6% | $1.13B |
| FY2025 Q4 | $1.90B | +6.5% | $0.96 | +43.3% | 20.8% | 13.4% | $495M |
| FY2026 Q1 | $1.67B | +0.7% | $0.79 | -24.0% | 16.2% | 12.0% | $-55M |
| FY2026 Q2 | $1.84B | -9.2% | $0.54 | -51.4% | 11.4% | 7.4% | $87M |
| FY2026 Q3 | $1.92B | +1.8% | $0.35 | -68.5% | 7.4% | 4.6% | $1.77B |
| FY2026 Q4 | $2.10B | +11.1% | $1.83 | +90.6% | 25.7% | 21.9% | $519M |
| FY2027 Q1 | $1.99B | +18.9% | $1.56 | +97.5% | 25.8% | 20.0% | $-318M |
Reported Tuesday, Aug 4. Earnings call pending.
A pre-earnings brief is ready for EA: the setup, what peers and partners said this season, and which analysts to watch. Reading it is a Tellvest Pro feature.
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