In Q3 2025, Electronic Arts Inc (0IFX.L) reported revenue of $1.883 billion, representing a year-over-year decline of 3.19% and a quarter-over-quarter decrease of 7.01%. Despite these challenges, the company demonstrated resilience with a net income of $293 million, up 1.03% YoY. Management emphasized their commitment to investments in game development, particularly in high-potential franchises, which aligns with long-term growth strategies amid a competitive gaming landscape. The company’s focus on digital sales and live services continues to be a pivotal point in maintaining profitability and generating recurring revenue streams.
Overall, while facing headwinds from market dynamics, EA’s strategic positioning and strong franchise portfolio provide a solid foundation for future growth, making it a compelling candidate for long-term investment.