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

Electronic Art has published some of its most interesting games on its EA Originals publishing label -- here's how they pick their projects.

Electronic Arts' Jeff Gamon on the evolution of EA Originals

The Premier League is closing in on a commercial deal with Electronic Arts (EA), the video-games maker, that would be worth close to £500m - one of the largest such agreements ever struck by English football's top flight.

Premier League closes in on near-£500m deal with games-maker EA

Activision Blizzard

Microsoft

Nintendo

NetEase

Playtika Holding

Sony

Take-Two Interactive Software

Amid an uncertain economy, video game fans are being more cautious with their spending, adding more woes for the beaten-down sector. The post Video Game Stocks Hit Reset Button, Face Iffy 2023 appeared first on Investor's Business Daily.

Video Game Stocks Hit Reset Button, Face Iffy 2023

The video game publisher just disappointed with its game delays and cancellations. But are investors missing the big picture?

Electronic Arts Stock Just Tanked: Time to Buy the Dip?

This leading game company has its largest installed base of players yet.

Stock Market Sell-Off: Is Electronic Arts a Buy?

Ubisoft Entertainment SA

Despite somewhat disappointing holiday results, shares of Take-Two Interactive Software Inc. and Activision Blizzard Inc. jumped Tuesday, after analysts wrote that Wall Street's view of the videogame industry must change.

There is a ‘new normal' in the videogame industry, and Wall Street is still adapting

The video game developer sees hard times ahead.

Is Electronic Arts a Buy?

Electronic Arts (EA) enters a partnership with Formula One World Champion Max Verstappen to create content for EA Sports.

Electronic Arts (EA) Enters Partnership With Max Verstappen

Electronic Arts stock (NASDAQ: EA) is down 6% in a month, underperforming the broader markets, with the S&P 500 index up 9%.

What's Next For Electronic Arts Stock After 10% Cut In A Week Following Dismal Q3?

Video game publisher Electronics Arts (NYSE: EA) stock has been chopping in a 20-point weekly rectangle trading range since August 2022. While the Company was able to expand its player network during the COVID pandemic, its revenue and earnings growth also peaked during the height of the lockdown mandates.

Is Electronic Arts Setting the Bar Too Low?

SAN FRANCISCO, TORONTO and ZÜRICH, Switzerland, Feb. 06, 2023 (GLOBE NEWSWIRE) -- Endogena Therapeutics Inc., a clinical-stage biotech company focused on the development of endogenous regenerative medicines, announced today that the US Food and Drug Administration (FDA) has designated the investigation of EA-2353 for the treatment of retinitis pigmentosa (RP) as a Fast Track development program. Fast Track is a process designed to enable patients to benefit earlier from important new drugs for serious conditions.

Endogena Therapeutics Receives US FDA Fast Track Designation for EA-2353 for the Treatment of Retinitis Pigmentosa

REDWOOD CITY, Calif.--( BUSINESS WIRE )--Electronic Arts Inc. (NASDAQ: EA) today announced that EA SPORTS™, a leader in interactive sports entertainment, has signed a partnership with back-to-back Formula 1® World Champion Max Verstappen. The agreement will see the Oracle Red Bull Racing driver collaborate with the brand to create content across the EA SPORTS portfolio. The deal also includes sponsorship with Verstappen for the 2023 season, with EA SPORTS branding featuring on the chin of his race helmet.

Max Verstappen Signs With EA Sports™

Electronic Arts has seen a decline in net bookings on a trailing twelve month basis. While sales of the FIFA gaming title helped to offset low booking growth somewhat, performance across other gaming titles brought down overall net bookings.

Electronic Arts: Low Net Bookings Growth Is Concerning

Electronic Arts (EA) announces the cancellation of games such as Apex Legends and Battlefield, along with a delay in the release of Star Wars Jedi: Survivor.

Electronic Arts (EA) Cancels and Delays Upcoming Game Titles

Advanced Micro Devices

Amgen

FedEx

Peloton

Rivian Automotive

Snap

Stryker

U.S. stock markets started Feb. 1 with declines on news of the Fed's latest rate hike but ended the day higher following comments from the Fed chair.

US Markets Rally Back on Powell Comments

The delayed launch of a major title frustrated investors.

Why Electronic Arts Stock Dropped Today

Electronic Arts Inc. shares were on track for their worst decline of the COVID-19 pandemic Wednesday, as Wall Street reset its expectations for the videogame publisher amid a forecast miss and game delays.

Electronic Arts stock on track for worst decline of pandemic as ‘rare' disappointment resets expectations

‘Apex Legends Mobile' misfire drives videogame publisher to pull plug amid tough period

EA Shows Why Mobile Games Are a Minefield

Electronic Arts' (EA) third-quarter fiscal 2023 results reflect strength in EA SPORTS portfolio and multi-platform live services business despite tepid net bookings.

Electronic Arts' (EA) Q3 Earnings Jump, Bookings View Lowered

Although the revenue and EPS for Electronic Arts (EA) give a sense of how its business performed in the quarter ended December 2022, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Electronic Arts (EA) Reports Q3 Earnings: What Key Metrics Have to Say

Electronic Arts Inc. (NASDAQ:EA ) Q3 2023 Earnings Conference Call January 31, 2023 5:00 PM ET Company Representatives Andrew Wilson - Chief Executive Officer Chris Suh - Chief Financial Officer Laura Miele - Chief Operating Officer Chris Evenden - Vice President, Investor Relations Conference Call Participants Andrew Uerkwitz - Jefferies Eric Sheridan - Goldman Sachs Stephen Ju - Credit Suisse Omar Dessouky - Bank of America Benjamin Soff - Deutsche Bank Eric Handler - MKM Partners Mike Hickey - The Benchmark Company Matthew Cost - Morgan Stanley David Karnovsky - JP Morgan Operator Hello! And thank you for standing by.

Electronic Arts Inc. (EA) Q3 2023 Earnings Call Transcript

Electronic Arts reported that its third quarter of fiscal year 2023 was a bit on the lean side as net bookings have dropped year over year.

EA's net bookings drop 9% to $2.342B in December quarter

Electronic Arts (EA) delivered earnings and revenue surprises of -11.15% and 6.16%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Electronic Arts (EA) Lags Q3 Earnings and Revenue Estimates

Electronic Arts Inc. disappointed investors with its holiday sales and earnings Tuesday, and executives moved a big game launch to next fiscal year, leading to a forecast that is drastically less than Wall Street expected.

Electronic Arts stock sinks as earnings and forecast disappoint, new ‘Star Wars' game delayed

Electronic Arts Inc lowered its annual bookings forecast on Tuesday, indicating that the downturn in the gaming market is set to continue this year as consumers are cautious about discretionary spending in the face of still-high inflation.

News for Electronic Arts Stock (EA)