Electronic Arts, Inc.
EA
Market Cap$36.06B
Close$
Earnings Call Q4 2025
May 6, 2025 - AI Summary
Strong Q4 Performance and FY25 Results: Electronic Arts (EA) reported net bookings of $1.8 billion in Q4, an 8% increase year-over-year, exceeding guidance. Full-year net bookings were $7.36 billion, down 1% from the previous year, primarily due to a slowdown in Apex Legends. The fourth quarter's success was fueled by EA SPORTS FC, American football franchises, and the launch of a new IP, Split Fiction, which sold nearly 4 million units.
Live Services and Franchise Growth: EA's live services net bookings totaled $5.34 billion, a 2% decrease. However, American football franchises surpassed $1 billion in net bookings, up over 70% year-over-year. The Sims also saw a 30% growth in Q4, driven by the 25th birthday celebrations and new content releases, creating a strong foundation for ongoing franchise expansions.
Guidance for FY26: EA expects net bookings for FY26 to be between $7.6 billion and $8 billion, indicating a growth of 3% to 9%. Key drivers for this growth include anticipated titles from the EA SPORTS portfolio (including Battlefield and Skate), as well as an overall focus on live service models.
Exclusive for Stockcircle Pro members
Sign up
$272.78
86.5% upside
Current Fair Value
86.5% upsideUndervalued by 86.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $36.06 Billion |
|---|---|
| Enterprise Value | $38.29 Billion |
| Dividend Yield | $0.76 (0.528585338711921%) |
| Earnings per Share | $4.28 |
| Beta | 0.75 |
| Outstanding Shares | 262,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 33.6 |
|---|---|
| PEG | 84.94 |
| Price to Sales | 5.22 |
| Price to Book Ratio | 6.09 |
| Enterprise Value to Revenue | 5.12 |
| Enterprise Value to EBIT | 24.51 |
| Enterprise Value to Net Income | 34 |
| Total Debt to Enterprise | 0.11 |
| Debt to Equity | 0.68 |
Revenue Sources
No data
Insider Trades
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...