The earnings call highlighted a strong start to the fiscal year with growth in key segments like EA SPORTS and Apex Legends. However, some challenges were noted, including a decline in live services net bookings and increased costs. The guidance for Q2 reflects some expected headwinds, but the overall outlook remains positive with a robust slate of upcoming releases.

Company Guidance

During the Electronic Arts First Quarter Fiscal Year 2026 Conference Call, the company reported a strong performance, exceeding the high end of their guidance, with net bookings of $1.3 billion, up 3% year-over-year. The company highlighted their EA SPORTS business as a key strength, with Global Football net bookings up mid-single digits and FC Mobile achieving over 50 million installs, underscoring significant engagement and growth. Apex Legends also performed well with sequential growth driven by strong player retention. EA's net revenue for the quarter was $1.67 billion, with a gross margin of 83.3% and operating expenses at $1.12 billion, resulting in earnings per share of $0.79. They returned $423 million to shareholders through buybacks and dividends. Looking ahead, EA has significant upcoming releases, including Battlefield 6, and expects net bookings for the second quarter to be between $1.8 billion to $1.9 billion, despite a forecasted 9-13% decline primarily due to the phasing of EA SPORTS FC deluxe edition content.

Strong Start to Fiscal Year 2026

Electronic Arts delivered a strong first quarter, landing above the high end of guidance with net bookings of $1.3 billion, up 3% year-over-year.

EA SPORTS Growth

The Global Football segment saw net bookings up year-over-year with FC Online up double digits and FC Mobile having a record quarter with over 50 million installs.

Apex Legends Performance

Apex Legends performed well with sequential growth in engagement driven by strong player retention and a 27% year-over-year increase in net bookings for the F1 series.

Upcoming Releases

Exciting releases include Battlefield 6, skate., and new iterations of EA SPORTS titles such as FC, Madden NFL, and NHL, indicating a robust slate of upcoming launches.

Financial Performance

Net revenue for Q1 was $1.67 billion, up 1%, with operating cash flow at $17 million and free cash flow at $1.75 billion.

Electronic Arts (EA) Earnings, Revenues Date & History

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EA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2026 (Q2)	1.31 / -	2.264	―	―	―
Jul 29, 2025	2026 (Q1)	0.11 / 0.25	0.514	-51.17% (-0.26)
May 06, 2025	2025 (Q4)	1.05 / 1.35	1.37	-1.09% (-0.02)
Feb 04, 2025	2025 (Q3)	3.05 / 2.70	2.963	-8.81% (-0.26)
Oct 29, 2024	2025 (Q2)	2.03 / 2.26	1.466	54.43% (+0.80)
Jul 30, 2024	2025 (Q1)	0.41 / 0.51	1.138	-54.83% (-0.62)
May 07, 2024	2024 (Q4)	1.52 / 1.37	1.781	-23.08% (-0.41)
Jan 30, 2024	2024 (Q3)	2.93 / 2.96	2.798	5.90% (+0.17)
Nov 01, 2023	2024 (Q2)	1.25 / 1.47	1.446	1.38% (+0.02)
Aug 01, 2023	2024 (Q1)	1.02 / 1.14	0.469	142.64% (+0.67)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$147.63	$156.09	+5.73%
May 06, 2025	$154.17	$155.13	+0.62%
Feb 04, 2025	$120.78	$129.97	+7.61%
Oct 29, 2024	$144.89	$148.40	+2.42%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.