Overview
- EA reported third-quarter net bookings of $3.05 billion, topping the $2.86 billion LSEG estimate and rising 38% year over year to a record level.
- Deferred revenue increased by about $1.145 billion, reflecting strong uptake of Battlefield 6 deluxe editions and season-pass content that will be recognized over time.
- Net income fell to $88 million from $293 million a year earlier, even as Battlefield 6 set franchise engagement records and ranked among 2025’s top sellers per Circana.
- EA will not hold its customary investor call this quarter as the $55 billion go-private deal led by Saudi Arabia’s PIF, Silver Lake and Affinity Partners remains on track for an April–June close.
- Attention now turns to live-service updates, with Battlefield 6 Season 2 planned for around February 17 and seen by outlets as a key test for player retention and monetization.