Electronic Arts reported net revenue of $1.901 billion for the quarter ended December 31, 2025, essentially flat with the prior year’s $1.883 billion. GAAP net income declined to $88 million, or $0.35 diluted earnings per share, down from $293 million, or $1.11 per share, in the year-ago period. The drop in earnings reflects higher operating expenses in research and development and marketing as EA expands live-service content and invests in its new Battlefield™ 6 and EA SPORTS FC™ franchises.

Net bookings jumped 38% year-over-year to $3.046 billion, driven by the successful launch of Battlefield™ 6, which set new franchise engagement records, and continued momentum in Apex Legends™, where net bookings grew double-digits. EA SPORTS FC™ net bookings rose in the high single digits, excluding delayed deluxe edition timing, powered by strong Ultimate Team™ sales and increased engagement on FC Mobile. Full game revenue contributed $632 million, up from $599 million, while live services and other revenue totaled $1.269 billion.

Operating cash flow reached $1.826 billion for the quarter, up from $1.176 billion, bringing trailing twelve-month operating cash flow to $2.522 billion. EA declared a quarterly cash dividend of $0.19 per share, payable March 18, 2026, to shareholders of record as of February 25, 2026. In the prior fiscal year, the company repurchased 2.4 million shares for $375 million; no shares were repurchased in Q3 FY26 as EA prioritizes cash build and transaction readiness.

On September 29, 2025, EA entered into a definitive agreement to be acquired by a consortium led by the Public Investment Fund, Silver Lake affiliates and Affinity Partners in an all-cash deal valuing EA at approximately $55 billion enterprise value. The transaction is expected to close in Q1 FY27, subject to regulatory approvals. Given the pending closing, EA waived its customary earnings conference call for Q3 and will instead direct investors to its IR website and upcoming 10-Q filing for detailed analysis.