Electronic Arts

Q1 FY2027 EarningsQ1 FY27 results significantly beat consensus across all key profitability metrics, driven by a 19% YoY revenue surge to $1.99B vs. $1.48B expected. Diluted GAAP EPS of $1.56 tripled the consensus mean of $0.87, supported by a 300 bps expansion in gross margin to 86.2%. The primary driver was the strong performance of the EA SPORTS FC franchise and the release of Battlefield 6, though operating cash flow turned to a deficit of $242M due to timing of tax and compensation payments. A pending $210/share cash merger with a PIF-led consortium is expected to close on August 4, 2026.