Every 10-Q that Electronic Arts Inc (EA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow EA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EA filings page.
Electronic Arts Inc. reported strong results for the quarter ended June 30, 2026. Net revenue was $1,986 million, up 19% year over year, with live services and other revenue of $1,472 million, up 7%. Gross margin reached 86.2%, and operating income rose to $513 million from $271 million. Net income was $397 million, with diluted EPS of $1.56. Net bookings were $1,349 million, up 4%.
Cash generation was weaker in the period: net cash used in operating activities was $242 million versus $17 million provided a year earlier, largely reflecting movements in deferred revenue and working capital. Cash, cash equivalents and short-term investments totaled $2,404 million, against senior notes principal of $1,500 million, and total commitments (recognized and unrecognized) were $6,784 million.
A previously agreed all-cash merger with an investor consortium led by PIF, Silver Lake and Affinity remains on track. Each EA share will be converted into the right to receive $210 in cash. Stockholders have approved the deal, all required regulatory approvals have been obtained, Parent has arranged equity and $20 billion of debt financing, and closing is expected on or about the close of trading on August 4, 2026. The merger is not subject to a financing condition; EA’s common stock is expected to be delisted and deregistered after completion. The merger agreement includes a Company termination fee of up to $1 billion under specified circumstances.
Electronic Arts Inc. reported relatively flat quarterly revenue but sharply lower profit while progressing toward a planned sale to a private investor consortium. For the quarter ended December 31, 2025, net revenue was $1,901 million versus $1,883 million a year earlier, but net income fell to $88 million from $293 million as operating expenses rose, including higher research and development, marketing, and merger-related acquisition expenses.
The company agreed to be acquired by an investor group led by The Public Investment Fund, Silver Lake–affiliated funds, and Affinity Partners for $210 per share in cash, with stockholder approval already obtained and financing commitments in place. Closing remains subject to antitrust, CFIUS and other regulatory approvals, after which EA’s stock would be delisted. Despite lower earnings, net bookings grew 38% to $3,046 million, driven by global football, Battlefield, and live services growth, while a change in revenue recognition timing modestly reduced reported revenue and earnings per share.
Electronic Arts Inc. reported Q2 FY2026 results for the period ended September 30, 2025. Net revenue was $1,839 million versus $2,025 million a year ago, with operating income of $200 million compared to $384 million. Diluted EPS was $0.54 versus $1.11. Management updated its Estimated Offering Period for free-to-play service obligations to eleven months beginning July 1, 2025; this reduced Q2 net revenue by $8 million and net income by $6 million, or $0.02 per diluted share.
Cash and cash equivalents were $1,148 million, down from $2,136 million at March 31, 2025, reflecting $769 million in share repurchases and $96 million in dividends over six months. Deferred net revenue totaled $1,572 million, down from $1,866 million. Operating cash flow for the first six months was $147 million versus $354 million in the prior year period. Total commitments were $5,646 million, and after quarter end the company entered additional licensor and lease agreements contingently committing $1.4 billion through fiscal 2036. Senior notes outstanding total $1,900 million, including $400 million due in 2026; no amounts were drawn on the $500 million revolving credit facility.