--- title: "Electronic Arts | 10-K: FY2026 Revenue: USD 7.531 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/285995499.md" datetime: "2026-05-11T20:50:28.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285995499.md) - [en](https://longbridge.com/en/news/285995499.md) - [zh-HK](https://longbridge.com/zh-HK/news/285995499.md) --- # Electronic Arts | 10-K: FY2026 Revenue: USD 7.531 B Revenue: As of FY2026, the actual value is USD 7.531 B. EPS: As of FY2026, the actual value is USD 3.51, beating the estimate of USD 3.25. EBIT: As of FY2026, the actual value is USD 1.145 B. #### Financial Performance for Fiscal Year Ended March 31, 2026 - **Total Net Revenue:** $7,531 million, an increase of 1% year-over-year . - **Gross Margin:** 79%, which was flat year-over-year . - **Operating Expenses:** $4,785 million, an increase of 9% year-over-year . - **Operating Income:** $1,162 million, a decrease of 24% year-over-year . - **Net Income:** $887 million . #### Segmented Revenue by Composition (Fiscal Year Ended March 31, 2026 vs. 2025) - **Full Game Downloads:** $1,708 million in fiscal year 2026, up from $1,478 million in fiscal year 2025, representing a 16% increase . - **Packaged Goods:** $440 million in fiscal year 2026, down from $524 million in fiscal year 2025, representing a -16% decrease . - **Total Full Game Revenue:** $2,148 million in fiscal year 2026, up from $2,002 million in fiscal year 2025, representing a 7% increase, primarily due to the release of Battlefield 6, partially offset by a year-over-year decline in EA SPORTS College Football, the prior year release of Dragon Age: The Veilguard, and EA SPORTS FC . - **Live Services and Other Revenue:** $5,383 million in fiscal year 2026, down from $5,461 million in fiscal year 2025, representing a -1% decrease, primarily driven by decreased sales of extra content for Apex Legends and Ultimate Team within EA SPORTS Madden NFL, partially offset by increased sales of extra content within the global football franchise . - Net revenue attributable to extra content within live services was $4,091 million in fiscal year 2026, compared to $4,365 million in fiscal year 2025 and $4,463 million in fiscal year 2024 . #### Segmented Revenue by Platform (Fiscal Year Ended March 31, 2026) - **Console:** $4,694 million . - **PC and Other:** $1,746 million . - **Mobile:** $1,091 million . #### Segmented Revenue by Geography (Fiscal Year Ended March 31, 2026) - **North America:** $3,034 million . - **International:** $4,497 million . - Revenue generated by the Swiss legal entity was $4,407 million, representing 59% of total net revenue . #### Key Operational Metrics - **Net Bookings:** $8,026 million for fiscal year 2026, an increase of $671 million or 9% compared to fiscal year 2025 . - Live services and other net bookings were $5,630 million for fiscal year 2026, an increase of $292 million or 5% compared to fiscal year 2025 . - Full game net bookings were $2,396 million for fiscal year 2026, an increase of $379 million or 19% compared to fiscal year 2025 . - **Digital Sales (Units Sold):** An estimated 81% of total units sold during fiscal year 2026 were sold digitally, up from 78% in fiscal year 2025 and 73% in fiscal year 2024 . - **Direct Sales to Key Partners (as % of Total Net Revenue for Fiscal Year 2026):** - Sony: Approximately 39% . - Microsoft: Approximately 16% . #### Operating Costs (Fiscal Year Ended March 31, 2026 vs. 2025) - **Cost of Revenue:** $1,584 million, a 3% increase, remaining at 21% of net revenue . - **Research and Development Expenses:** $2,828 million, a 10% increase, primarily due to a $144 million increase in personnel-related costs and a $53 million increase in studio-related contracted services . - **Marketing and Sales Expenses:** $1,128 million, a 17% increase, primarily due to higher advertising and marketing spending related to the release of Battlefield 6 . - **General and Administrative Expenses:** $763 million, a 2% increase, including $28 million of fees related to the Merger . #### Cash Flow and Capital Allocation - **Net Cash Provided by Operating Activities:** $2,553 million, a 23% increase compared to fiscal year 2025, driven by higher cash collections and lower income tax payments . - **Total Cash, Cash Equivalents, and Short-Term Investments:** $2,980 million as of March 31, 2026 . - **Capital Return Programs:** $941 million returned to stockholders, comprising $750 million for share repurchases (5.3 million shares) and $191 million in quarterly cash dividends . #### Outlook/Guidance 艺电 (Electronic Arts Inc.) entered a Merger Agreement on September 28, 2025, to be acquired by an investor consortium . 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