Electronic Arts (EA) Q4 2025 10-Q Quarterly Report
Filed: Feb 3, 2026Period ending Dec 31, 2025
Information Technology
Services-Prepackaged SoftwareSEC EDGAR Electronic Arts (EA) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 3, 2026 for the fiscal period ending Dec 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Electronic Arts Q4 2025 10-Q Analysis
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
Electronic Arts Q4 2025 Quarterly FinancialsXBRL
Revenue
$1.9B
▲ +1.0% YoY▲ +3.4% QoQ
Net Income
$88M
▼ -70.0% YoY▼ -35.8% QoQ
Net Margin
4.6%
▼ -1093bp YoY▼ -282bp QoQ
Source: XBRL data from Electronic Arts Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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