Executive Summary
Electronic Arts Inc reported solid financial results for Q1 2026, demonstrating resilience and effective execution across its diverse portfolio. The company delivered net revenue of $1.67 billion, surpassing guidance and marking a year-over-year increase of 1.09%. Though operating income decreased by 26.56% to $271 million due to increased operational costs, net income reached $201 million, showcasing the strength of key titles like EA SPORTS and Apex Legends. With substantial upcoming launches and a focus on community engagement, EA is well-positioned for continued growth. The anticipated release of Battlefield 6 and improvements in existing franchises signal a robust product pipeline, enhancing investor confidence.
Key Performance Indicators
Revenue
1.67B
QoQ: -11.82% | YoY:1.09%
Gross Profit
1.39B
83.30% margin
QoQ: -8.84% | YoY:1.38%
Operating Income
271.00M
QoQ: -31.39% | YoY:-26.56%
Net Income
201.00M
QoQ: -20.87% | YoY:-28.21%
EPS
251.00
QoQ: 25 776.29% | YoY:23 804.76%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue**: $1.67 billion, up 1.09% YoY, down 11.82% QoQ
- **Gross Profit**: $1.39 billion, representing a margin of 83.3%
- **Operating Income**: $271 million, down 26.56% YoY
- **Net Income**: $201 million, down 28.21% YoY
- **EPS**: $0.79, an impressive increase of 23,804.76% YoY