Electronic Arts Inc (EA) Q4 2025: Ea

Previous: Q3 2025 Next: Q1 2026

Electronic Arts Inc

$203.92 0.24%

Exchange: NASDAQ | Sector: Technology | Industry: Electronic Gaming Multimedia

Q4 2025

Published: May 13, 2025

Earnings Highlights

Revenue of $1.90B up 6.5% year-over-year
EPS of $0.96 increased by 42.7% from previous year
Gross margin of 80.6%
Net income of 254.00M
""We delivered strong performance across our biggest franchises, expanded margins, generated over $2 billion in operating cash flow, and returned $2.7 billion to stockholders." - Stuart Canfield, CFO" - Stuart Canfield

Electronic Arts Inc

Period Q4 2025

Currency USD

Report Type Quarterly Earnings

Generated Dec 8, 2025

Executive Summary

Electronic Arts Inc reported robust financial results for Q4 FY2025, featuring a revenue of $1.895 billion, representing an 8% increase from the previous quarter. The company's strong performance was bolstered by the successful January update for EA SPORTS FC, continued momentum in the American football ecosystem, and the launch of new IP, Split Fiction. Net income decreased 13% quarter-over-quarter to $254 million, primarily due to seasonal revenue variations. Management expressed confidence in ongoing growth through strategic expansions in upcoming fiscal years, with a focus on live services and leveraging AI technology. Looking ahead, EA anticipates a net bookings target of $7.6 to $8 billion for FY2026, signaling positive market confidence.

Key Performance Indicators

Revenue

Increasing

1.90B

QoQ: 0.64% | YoY: 6.52%

Gross Profit

Increasing

1.53B

80.58% margin

QoQ: 7.01% | YoY: 10.73%

Operating Income

Increasing

395.00M

QoQ: 4.77% | YoY: 22.67%

Net Income

Increasing

254.00M

QoQ: -13.31% | YoY: 39.56%

EPS

Increasing

0.97

QoQ: -13.39% | YoY: 42.65%

Revenue Trend

Margin Analysis

Financial Highlights

Q4 FY2025 Highlights:
- Revenue: $1.895 billion (YoY: +6.5%, QoQ: +8%)
- Net Income: $254 million (YoY: +39.6%, QoQ: -13.3%)
- EPS: $0.97 (YoY: +42.7%, QoQ: -13.4%)
- EBITDA: $501 million
- Gross Profit Margin: 80.6%
- Operating Income Margin: 20.8%

The increase in revenue was mainly driven by the strong performance of EA SPORTS franchises, particularly EA SPORTS FC and NFL titles, which saw increased player engagement and monetization strategies implemented post-Q3 slowdown. Adjusted operating expenses increased by 2% to $4.4 billion, while the gross margin improved due to reduced licensing costs. Management reiterated a commitment to maintaining strong operational discipline while leveraging growth opportunities in the gaming segment.

Income Statement

Metric	Value	YoY Change	QoQ Change
Revenue	1.90B	6.52%	0.64%
Gross Profit	1.53B	10.73%	7.01%
Operating Income	395.00M	22.67%	4.77%
Net Income	254.00M	39.56%	-13.31%
EPS	0.97	42.65%	-13.39%

Key Financial Ratios

Gross Profit Margin

Excellent

80.60%

Gross profit margin is exceptional, indicating strong pricing power and operational efficiency

Operating Profit Margin

Good

20.80%

Operating margin is healthy and competitive within industry standards

Net Profit Margin

Good

13.40%

Net profit margin is healthy and competitive within industry standards

Return on Assets

Weak

2.05%

Return on assets suggests inefficient capital allocation

Return on Equity

Weak

3.98%

Return on equity suggests inefficient capital allocation

Current Ratio

Concern

0.95

Current ratio below safe levels, potential liquidity risk

Debt to Equity

Moderate

0.31

Debt-to-equity indicates balanced capital structure with manageable debt

P/E Ratio

Growth

37.27x

Elevated P/E suggests growth expectations or premium valuation

Price to Book

Premium

5.93x

Trading at premium to book value, reflects strong intangibles or growth

Historical Earnings Comparison

Period	Revenue ($M)	EPS ($)	YoY Growth	Report
Q1 2026	1,671.00	254.00	+1.1%	View
Q4 2025	1,895.00	0.96	+6.5%	View
Q3 2025	1,883.00	1.11	-3.2%	View
Q2 2025	2,025.00	1.11	+5.8%	View
Q1 2025	1,653.00	1.04	-14.1%	View

Electronic Arts Inc (EA) Q4 2025 Earnings Report

Earnings Highlights

Executive Summary

Key Performance Indicators

Revenue Trend

Margin Analysis

Financial Highlights

Income Statement

Key Financial Ratios

Management Insights Available for Members

Peer Comparison Available for Members

Investment Outlook & SWOT Available for Members

Historical Earnings Comparison

More EA Quarterly Reports

EA

EA

EA

EA

Q4 2025 Reports in Technology Sector

TTWO

Related Financial Data

Sector Analysis: Technology

EA Full Profile

EA Financial Statements

Earnings Calendar