FinancialElectronic Arts

Electronic Arts Q3 FY26 Financial Results

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Key insights

6 takeaways · ~2 min read

01
Electronic Arts has entered a definitive agreement to be acquired by a consortium including The Public Investment Fund, Silver Lake Group, and Affinity Partners in an all-cash transaction valued at approximately $55 billion, with an expected closing in Q1 FY2027.See it on page 3
02
The company achieved record quarterly net bookings of $3.046 billion, a 38% year-over-year increase, driven by the launch of Battlefield 6 and sustained performance from EA SPORTS FC and Apex Legends.See it on page 1
03
Net income dropped significantly to $88 million from $293 million in the prior year, while operating income fell to $127 million due to higher R&D, marketing costs, and expenses related to the pending acquisition.See it on page 5
04
Operating cash flow grew to $1.826 billion, up from $1.176 billion in the same period last year.See it on page 10
05
Full game download revenue rose 22% year-over-year to $546 million, contributing to total net revenue of $1.901 billion for the quarter.See it on page 9
06
Electronic Arts will maintain its quarterly cash dividend of $0.19 per share, scheduled for payment in March 2026.See it on page 1

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Summary

Electronic Arts reported record quarterly net bookings of $3.046 billion for the third fiscal quarter ending December 31, 2025, representing a 38% increase year-over-year. This performance was primarily driven by the successful launch of Battlefield 6, which emerged as the best-selling shooter title of 2025, alongside sustained engagement across the EA SPORTS FC and Apex Legends franchises. Despite these record bookings, net revenue for the quarter reached $1.901 billion, while net income declined to $88 million compared to $293 million in the same period of the previous year.

The company’s financial results reflect a shift in revenue composition, with full game downloads rising 22% year-over-year to $546 million. Operating cash flow saw a significant increase to $1.826 billion for the quarter, up from $1.176 billion in the prior year. However, operating income fell to $127 million, down from $377 million, largely due to increased research and development and marketing expenses, as well as costs associated with the company's pending acquisition.

The report highlights a definitive agreement for Electronic Arts to be acquired by an investor consortium—comprised of The Public Investment Fund, Silver Lake Group, and Affinity Partners—in an all-cash transaction valued at approximately $55 billion. The deal is expected to close in the first quarter of fiscal 2027, subject to regulatory approvals. Due to this pending transaction, the company did not host an earnings conference call for the quarter. Electronic Arts continues to maintain a quarterly cash dividend of $0.19 per share, payable in March 2026.