Electronic Arts will publish its financial results for the quarter ended December 31, 2025 on February 3, 2026 after market close. In light of the recently announced definitive acquisition agreement, EA has decided not to hold its customary conference call, directing investors instead to download the earnings release and accompanying slides from the company’s investor relations website. The decision to forgo the call underscores the transition period ahead as EA’s board and management focus on closing the transaction and integrating oversight with the acquiring party.

In fiscal year 2025, EA generated GAAP net revenues of approximately $7.5 billion across its portfolio of live-service and packaged titles. In the quarter ended September 30, 2025, the company reported revenues of $1.84 billion, missing consensus expectations by roughly $40 million, and delivered earnings per share of $0.65 compared with estimates of $0.72. The shortfall reflected lower seasonal engagement in key live-service franchises, resulting in a 12.6% year-over-year revenue decline for the period. Despite the near-term headwinds, EA maintained a net margin north of 12%, underscoring disciplined cost management ahead of major content launches scheduled later this fiscal year.

Among 31 brokerages covering EA, one recommends a sell, 26 rate the stock as hold and four advocate a buy, with the average 12-month price objective standing near $181.21. Recent research highlights a shift from previous strong-buy stances toward more cautious stances as investors await clarity on the acquisition timeline. Insider filings show senior executives sold a combined 3,700 shares in mid-December for proceeds totaling approximately $755,000, reducing individual holdings by 3–4%. On the institutional side, Nordea Investment Management increased its stake by 33.6% to 227,893 shares, while Fulton Bank added 833 shares and Wealth Enhancement Advisory purchased 1,434 shares during the fourth quarter, signaling continued confidence from select long-term holders.