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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Electronic Arts
Electronic Arts (EA) investor relations material
Electronic Arts Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary3 Aug, 2026
Executive summary
Net revenue for the quarter ended June 30, 2026 was $1,986 million, up 19% year-over-year, driven by strong performance in EA SPORTS FC, Battlefield, and American football franchises.
Live services and other net revenue reached $1,472 million, a 7% increase year-over-year, with extra content for EA SPORTS FC and Apex Legends as key contributors.
Operating income rose 89% year-over-year to $513 million, and net income was $397 million, with diluted EPS of $1.56.
The company is in the process of being acquired by a consortium, with the merger expected to close in August 2026.
Financial highlights
Gross margin improved to 86.2%, up 3 percentage points year-over-year.
Operating expenses increased 7% year-over-year to $1,199 million, mainly due to higher R&D and marketing costs.
Net cash used in operating activities was $242 million, compared to net cash provided of $17 million in the prior-year period, primarily due to higher tax and personnel payments.
Total cash, cash equivalents, and short-term investments were $2,404 million as of June 30, 2026.
Returned $48 million to shareholders via dividends during the quarter.
Outlook and guidance
Live services net revenue is expected to remain a material part of the business, with continued focus on extra content and digital delivery trends.
The company anticipates ongoing growth in digital full game downloads and a decline in packaged goods sales.
Management expects sufficient liquidity to meet operational and strategic needs for the next 12 months and beyond.
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Latest events from Electronic Arts
- Shareholders to approve a merger with a consortium; supplemental disclosures address legal and valuation concerns.EA
Proxy filing - Record net bookings and cash flow in FY26, with acquisition pending and strong Q4 results.EAQ4 2026
- Net revenue up 1% to $1.901B, net bookings up 38%, and a $55B merger approved.EAQ3 2026
- Q1 FY26 net bookings up 3% to $1.298B, with strong digital sales and major launches ahead.EAQ1 2026
- Strategy targets doubling audience, expanding franchises, and leveraging AI for growth.EAInvestor Day 2024
- Record Q2 net bookings and raised FY25 guidance reflect strong sports and live services growth.EAQ2 2025
- All proposals passed with strong shareholder support and no questions raised in the Q&A.EAAGM 2024
- Q1 FY25 net bookings beat guidance but fell 20% YoY; live services drove results.EAQ1 2025
- Q3 net revenue fell 3% to $1.88B, net bookings dropped 6%, but buybacks and margins stayed strong.EAQ3 2025
Next Electronic Arts earnings date
Q2 20273 Nov, 2026
Electronic Arts
Next Electronic Arts earnings date
Q2 20273 Nov, 2026
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Frequently asked questions
Electronic Art
Electronic Arts Inc., more commonly referred to simply as EA, is an American video game company. EA produces and publishes games worldwide. In its portfolio, the company has several popular franchises, including video game series such as Battlefield, Mass Effect, Need for Speed, and several others. The company also owns several leading development studios such as Dice and Bioware. The company is headquartered in Redwood City, California, and has several regional offices spread out across the world. The company’s shares are listed on the Nasdaq.
Early Days
EA was founded in 1982, by former Apple employee Trip Hawkins. EA quickly gained market share through titles such as "John Madden Football" and "The Sims," which went on to become hugely successful franchises still active to this day. As the company evolved it continued to grow both by releasing titles that were well received by audiences, as well as by making acquisitions of skill, it became one of the major players in the video game industry and is today one of the leading forces in the sector together with names such as Activision Blizzard (acquired by Microsoft in 2023), Take-Two Interactive, and Nintendo.
Development
The company's development strategy includes both the creation of original titles and the continuous release of games within long-standing franchises. EA's approach to game development involves a mix of supporting in-house teams and the acquisitions of external studios, allowing for a diverse range of video games across various genres to be developed. One example of the various types of games across genres that the company has been responsible for is various first-person shooters through games like Battlefield, story-driven RPGs like Dragon Age and Mass Effect, and a host of various sports games under the EA Sports division of the company.
Publishing
Electronic Arts (EA) is not only a major developer but also a key publisher in the video game industry. As a publisher, EA is responsible for financing, marketing, and distributing video games globally. This is done both through retail locations and with an ever-increasing focus on online sales channels. One way that the company gets its games into the hands of customers is through its online platform Origin, where users can access all of EA’s titles through a digital library.