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Electronic Arts (EA) investor relations material
Electronic Arts Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net bookings for the quarter were $1.818 billion, down 13% year-over-year, mainly due to a strong prior-year release of College Football 25.
Net revenue for Q2 FY26 was $1.839 billion, a 9% decrease year-over-year.
Net income for the quarter was $137 million, down 53% from $294 million in the prior year.
Diluted EPS was $0.54, compared to $1.11 in the same quarter last year.
The company announced a pending $55 billion all-cash acquisition by an investor consortium.
Financial highlights
Operating income for the quarter was $200 million, down 48% year-over-year.
Gross profit was $1.396 billion, representing a 76% gross margin.
Operating cash flow for the quarter was $130 million, and $1.872 billion for the trailing twelve months.
2.3 million shares were repurchased for $375 million in the quarter.
Quarterly cash dividend of $0.19 per share declared, payable December 23, 2025.
Outlook and guidance
No forward-looking guidance provided due to the pending acquisition.
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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.
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