Earnings

Electronic Arts Restores Revenue Growth After a Stalled Quarter

The Tip Desk · August 3, 2026 · 3 min read

Net revenue reached $1,986 million in the three months ended June 30, 2026, up 19 percent from a year earlier, and operating income rose 89 percent to $513 million.

Electronic Arts (EA) reported total net revenue of $1,986 million for the three months ended June 30, 2026, up 19 percent from a year earlier, reversing the 1 percent year-over-year increase recorded in the quarter ended December 31, 2025.

The digital interactive entertainment company reported operating income of $513 million, up 89 percent year-over-year, after a 66 percent year-over-year decline in the prior quarter. Net income was $397 million, or $1.56 a share. Gross margin was 86.2 percent, up 3 percentage points year-over-year, after a 2 percentage-point year-over-year decline in the prior quarter. Operating expenses were $1,199 million, up 7 percent year-over-year.

Live services and other net revenue was $1,472 million, up 7 percent year-over-year, after a 1 percent year-over-year decline in the prior quarter. Live services net revenue is expected to continue to be material to the business. Trailing-twelve-month live services and other net revenue was $5,473 million for the period ended June 30, 2026. Extra content within that category was $4,170 million over the same trailing twelve months.

Net bookings were $1,349 million for the three months ended June 30, 2026, up 4 percent from a year earlier, after a 38 percent year-over-year increase in the prior quarter. The latest rise was primarily attributable to sales related to the EA SPORTS FC franchise, Apex Legends, and the American football franchise, and was driven by extra content from Apex Legends and full-game and extra-content sales from Battlefield 6, partially offset by a decrease in sales from Split Fiction.

Live services and other net bookings were $1,116 million, up 3 percent year-over-year, after a 20 percent year-over-year increase in the prior quarter. The increase came primarily from extra content from Apex Legends, partially offset by decreased extra content from Ultimate Team within EA SPORTS FC. Full game net bookings were $233 million, up 9 percent year-over-year, after an 80 percent year-over-year increase in the prior quarter. The increase reflected higher year-over-year EA SPORTS FC sales and the release of EA SPORTS UFC 6, partially offset by Split Fiction.

A significant portion of revenue has been derived from a few popular titles, including EA SPORTS FC, EA SPORTS College Football, EA SPORTS Madden NFL, Apex Legends, Battlefield, and The Sims. EA has historically derived a significant portion of net revenue from its global football franchise.

Net cash used in operating activities was $242 million, compared with net cash provided by operating activities of $17 million in the prior-year period. Total cash, cash equivalents and short-term investments were $2,404 million as of June 30, 2026, down from $2,899 million at the end of the prior quarter. The company returned $48 million to stockholders through its quarterly cash dividend program.

On September 28, 2025, EA entered into a merger agreement pursuant to which it will be acquired by a consortium, subject to the terms and conditions of that agreement.

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