For the quarter ended December 2025, Electronic Arts (EA) reported revenue of $3.05 billion, up 37.5% over the same period last year. EPS came in at $4.82, compared to $2.83 in the year-ago quarter.
The reported revenue represents a surprise of +6.69% over the Zacks Consensus Estimate of $2.86 billion. With the consensus EPS estimate being $4.77, the EPS surprise was +1.11%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Electronic Arts performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Bookings: $3.05 billion versus $2.9 billion estimated by six analysts on average.
- Net revenue by composition- Live services and other- Non-GAAP (Net Bookings): $1.9 billion versus the three-analyst average estimate of $1.66 billion. The reported number represents a year-over-year change of +20.4%.
- Net revenue by composition- Full game- Full game downloads- Non-GAAP (Net Bookings): $997 million versus $867.4 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +111.7% change.
- Net revenue by composition- Full game- Packaged goods- Non-GAAP (Net Bookings): $145 million compared to the $265.61 million average estimate based on two analysts. The reported number represents a change of -10.5% year over year.
View all Key Company Metrics for Electronic Arts here>>>
Shares of Electronic Arts have returned -0.4% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Electronic Arts Inc. (EA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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