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Sentiment · FY2026 Q4
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.
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andrew Marok | Raymond James | 7 (14%) |
| Chris Schoell | UBS | 6 (0%) |
| Eric Handler | ROTH Capital Partners | 5 (20%) |
| Mike Hickey | StoneX | 4 (50%) |
| Doug Creutz | TD Cowen | 4 (25%) |
| James Heaney | Jefferies | 3 (0%) |
| Colin Sebastian | Robert W. Baird | 3 (0%) |
| Eric Sheridan | Goldman Sachs | 3 (0%) |
| Clay Griffin | MoffettNathanson | 2 (50%) |
| Matthew Cost | Morgan Stanley | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
| StoneX | 1 |
| 4 (50%) |
| TD Cowen | 1 | 4 (25%) |
| Robert W. Baird | 1 | 3 (0%) |
| Jefferies | 1 | 3 (0%) |
| Goldman Sachs | 1 | 3 (0%) |
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.
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 |
What EA and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“On September 29, 2025, EA announced a definitive agreement to be acquired by an investor consortium (PIF, Silver Lake, Affinity Partners) at an enterprise value of approximately $55 billion ($210 per share).”
Affinity Partners is part of the consortium acquiring EA in an approximately $55 billion take-private.
“On September 29, 2025, EA announced a definitive agreement to be acquired by an investor consortium (PIF, Silver Lake, Affinity Partners) at an enterprise value of approximately $55 billion ($210 per share).”
Private equity firm Silver Lake is part of the consortium acquiring EA in an approximately $55 billion take-private.
“On September 29, 2025, EA announced a definitive agreement to be acquired by an investor consortium (PIF, Silver Lake, Affinity Partners) at an enterprise value of approximately $55 billion ($210 per share).”
Saudi Arabia's Public Investment Fund (PIF) is part of the consortium acquiring EA in an approximately $55 billion take-private.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EA Electronic Arts | 4 | +1.8% | |
| RBLX Roblox Corporation | 9 | +43.2% | |
| TTWO Take-Two Interactive | 10 | +24.9% |