Short answer
Electronic Arts (EA) filed its Q4 2025 10-Q quarterly report on Feb 3, 2026 for the quarter ended Dec 31, 2025. Quarterly revenue was $1.9B (up 1.0% year over year) with net income of $88M.
Q4 2025 key financials · XBRL
- Revenue
- $1.9B
- +1.0% YoY · +3.4% QoQ
- Net income
- $88M
- −70.0% YoY · −35.8% QoQ
- Operating margin
- 6.7%
- Gross margin
- 73.8%
- EPS (diluted)
- $0.34
- −69.4% YoY · −38.2% QoQ
Source: XBRL data from the Electronic Arts (EA) Q4 2025 10-Q on SEC EDGAR. USD.
Electronic Arts Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1,901M, up 1% YoY; driven by Battlefield 6 release, offset by declines in Apex Legends and Dragon Age
- Operating income $127M, down 66% YoY; gross margin 73.8%, down 2 pts YoY
- Best segment: full game net bookings +80% YoY to $1,142M due to Battlefield 6; worst: live services net revenue -1% YoY to $1,269M
- Operating cash flow $1,826M, up 55% YoY; cash & equivalents $2,899M, returned $47M via dividends this quarter
- Management highlights intensified competition, expects continued material live services revenue, and notes merger agreement signed Sept 2025
Risk Factors
- Newly added merger risk from proposed acquisition by investor consortium, with possible $1.0B termination fee if deal fails or delayed
- Most material update: higher costs and restrictions on acquisitions and capital access due to Merger Agreement limiting financial flexibility
- Regulatory risk from evolving global data privacy laws and emerging AI regulations potentially increasing compliance costs and legal liabilities
- Operational risk: cyber threats and security breaches, including AI-driven attacks, can disrupt operations and harm reputation and financials
- Financial risk: 59% international revenue with exposure to volatile foreign currency rates despite hedging, impacting earnings and cash flows
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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