Electronic Arts, Inc.
EA
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+ FollowMarket Cap$52.97B
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Earnings Call Q1 2026
July 29, 2025 - AI Summary
Strong Q1 Performance: EA reported net bookings of $1.3 billion for Q1 FY '26, a 3% increase year-over-year and exceeding guidance expectations. Full game net bookings were particularly strong at $214 million, up 27%, driven by successful titles such as Split Fiction and a resurgence of Star Wars Battlefront II, highlighting the resilience of core franchises.
Challenges Ahead: For Q2 FY '26, EA anticipates net bookings to decline by 9% to 13%, projected at $1.8 billion to $1.9 billion. This expected decrease is largely due to previous atypical demand for the College Football franchise, which resulted in a hard comparison against last year's launch and a significant 4-point headwind relating to the EA SPORTS FC deluxe edition content.
Strategic Focus and Community Engagement: EA is committed to a community-centric approach for its games—specifically FC 26 and the American Football ecosystems—including Madden and College Football. The anticipation for EA SPORTS FC 26 remains high, with positive early sentiment observed prior to the September 26 launch, underscoring EA's strategy to deepen engagement for core player communities.
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$311.20
48.4% upside
Current Fair Value
48.4% upsideUndervalued by 48.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $52.97 Billion |
|---|---|
| Enterprise Value | $54.42 Billion |
| Dividend Yield | $0.76 (0.36%) |
| Earnings per Share | $3.55 |
| Beta | 0.64 |
| Outstanding Shares | 250,000,000 |
Return
| Return on Equity | 13.11% |
|---|---|
| Return on Assets | 6.76% |
| Return on Invested Capital | 12.45% |
Valuation & Multiples
| P/E Ratio | 59.12 |
|---|---|
| PEG | 72.54 |
| Price to Sales | 6.99 |
| Price to Book Ratio | 7.77 |
| Enterprise Value to Revenue | 7.23 |
| Enterprise Value to EBIT | 46.84 |
| Enterprise Value to Net Income | 61 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.64 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 4, 2026
EPS Estimate
$0.82
Average shareholder expectationRevenue Estimate
$1.48 B
Average shareholder expectationNext Earnings Call
Expected Date
November 3, 2026
EPS Estimate
$2.00
Average shareholder expectationRevenue Estimate
$2.05 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 5.3248▲ 383.67% |
|---|---|
| Total Calls | 15,700▼ 99.66% |
| Total Puts | 83,600▼ 98.77% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.96%▼ 87.33% |
|---|---|
| Total Invested | $1.51B▼ 96.71% |
| Investors Holding | 371▼ 721.00% |
ESG Score
No data
About Electronic Arts, Inc.
9,800 employees
CEO: Andrew Wilson Electronic Arts is a global leader in digital interactive entertainment. The Company develops and delivers games, content and online services for Internet-connected consoles, mobile devices and personal computers. In fiscal year 2020, E...