Overview
- For the quarter ended September 30, revenue was about $1.83–$1.84 billion (down roughly 9% year over year), net bookings were about $1.81–$1.82 billion (down 13%), and net income was $137 million (down 53%).
- EA said it will stop hosting quarterly earnings calls and will no longer issue forward-looking guidance while the $55 billion take-private progresses.
- The consortium led by Saudi Arabia’s Public Investment Fund with Affinity Partners and Silver Lake announced the deal on September 29, with closing expected next spring subject to customary approvals.
- Net bookings missed LSEG consensus estimates of $1.88 billion, with EA citing tough comparisons to last year’s College Football 25 launch as a key factor.
- Product highlights included year-over-year net bookings growth for Madden NFL 26 and Apex Legends, mid single-digit growth for EA Sports FC 26 after timing adjustments, and successful launches for Skate and Battlefield 6, which drew 15 million players and 7 million sales respectively.