New: Instantly spot drawdowns, dips, insider moves, and breakout themes across Maps and Screener.

Learn More

Earnings To Watch: Electronic Arts (EA) Reports Q4 Results Tomorrow

By Anthony Lee | February 01, 2026, 10:09 PM

EA Cover Image

Video game publisher Electronic Arts (NASDAQ:EA) will be reporting earnings this Tuesday after market close. Here’s what investors should know.

Electronic Arts beat analysts’ revenue expectations by 1% last quarter, reporting revenues of $1.84 billion, down 9.2% year on year. It was a slower quarter for the company, with a miss of analysts’ EBITDA estimates.

Is Electronic Arts a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Electronic Arts’s revenue to grow 25% year on year to $2.35 billion, a reversal from the 3.2% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $4.80 per share.

Electronic Arts Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Electronic Arts has missed Wall Street’s revenue estimates twice over the last two years.

Looking at Electronic Arts’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Meta delivered year-on-year revenue growth of 23.8%, beating analysts’ expectations by 2.5%, and Netflix reported revenues up 17.6%, topping estimates by 0.7%. Meta traded up 10.6% following the results while Netflix was down 2.2%.

Read our full analysis of Meta’s results here and Netflix’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the consumer internet stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.9% on average over the last month. Electronic Arts’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $204.16 (compared to the current share price of $203.86).

Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

Mentioned In This Article

Latest News