ERT.DE
Electronic Arts Inc
Q1 2026 Report
Electronic Arts Inc (ERT.DE) Q1 2026 Financial Results Analysis: Key Insights Unveiled...
Read full report
Executive Summary
In the fourth quarter of fiscal year 2025, Electronic Arts Inc (ERT.DE) showcased robust financial performance, reporting revenues of $1.895 billion, marking a 6.52% increase year-over-year (YoY) and a modest 0.64% growth compared to the previous quarter. The net income also demonstrated a substantial YoY increase of 39.56%, reaching $254 million; although it reflected a decrease of 13.31% quarter-over-quarter (QoQ). This performance highlights EA's resilience in a challenging market environment, buoyed by popular game releases and an expanding digital ecosystem.
The company’s management emphasized their commitment to innovation and strategic expansions in the gaming sector. They articulated a vision focused on leveraging their strong intellectual property portfolio and driving engagement through enhanced content delivery across platforms. With strong operational metrics, EA is well-positioned to navigate future challenges in the gaming industry, including potential economic fluctuations and competitive threats from emerging gaming companies.
Key Performance Indicators
Revenue
1.90B
QoQ: 0.64% | YoY:6.52%
Gross Profit
1.53B
80.58% margin
QoQ: 7.01% | YoY:10.73%
Operating Income
395.00M
QoQ: 4.77% | YoY:22.67%
Net Income
254.00M
QoQ: -13.31% | YoY:39.56%
EPS
0.97
QoQ: -13.39% | YoY:42.65%
Revenue Trend
Margin Analysis
Key Insights
- Q4 2025 Revenue: $1.895 billion (YoY growth: 6.52%, QoQ growth: 0.64%)
- Strong performance driven by new game launches and digital sales.
- Gross Profit: $1.527 billion (YoY growth: 10.73%, QoQ growth: 7.01%) with a Gross Profit Margin of 80.58%.
- Operating Income: $395 million (YoY growth: 22.67%, QoQ growth: 4.77%), reflecting effective cost management strategies.
- Net Income: $254 million, demonstrating a YoY increase of 39.56% but a QoQ decline of 13.31%.