Full Game Revenue Driven by Battlefield 6
Full game net revenue surged 78% to $514 million, primarily due to the release of Battlefield 6, which more than offset lower sales from Split Fiction.
ELECTRONIC ARTS INC. is expected to release its Q3 2026 10-Q filing on October 26, 2026. Last quarter: EA's Q1 FY2027 net revenue grew 19% to $1,986 million, powered by the Battlefield 6 launch and live services, with operating income surging 89%, though operating cash flow turned negative.
EPS Estimate
$2.11
Revenue Estimate
$2.12B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the EA page.
Drawn from management commentary in the Q2 2026 10-Q:
Full game net revenue surged 78% to $514 million, primarily due to the release of Battlefield 6, which more than offset lower sales from Split Fiction.
Live services and other net revenue increased 7% to $1,472 million, driven by higher extra content sales in EA SPORTS FC and Apex Legends, partially offset by a decrease in Ultimate Team sales from EA SPORTS College Football.
Gross margin improved by 3 percentage points to 86.2%, primarily due to a favorable mix shift toward higher-margin digital sales and a net decrease in royalty costs.
Revenue
$1.99B
+18.85% YoY
EPS (Diluted)
$1.56
+97.47% YoY
Gross Margin
86.2%
+2.9 pts YoY
Operating Income
$513M
+89.30% YoY
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