Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation through owned and licensed brands, such as EA SPORTS FC, Battlefield, Apex Legends, The Sims, Madden NFL, Need for Speed, Titanfall, and F1 brands. The company licenses its games to third parties to distribute and host its games and content. It markets and sells its games and services through digital distribution and retail channels, as well as directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.

Electronic Arts Inc.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Fidelity MSCI Communication Services Index ETF (Symbol: FCOM) where we have detected an approximate $159.3 million dollar outflow -- that's a 8.4% decrease week over week (from 26,200,000 to 24,000,000). Among the largest underlying components of FCOM, in trading today Comcast Corp (Symbol: CMCSA) is off about 0.3%, Warner Bros Discovery Inc (Symbol: WBD) is up about 0.2%, and Electronic Arts, Inc. (Symbol: EA) is lower by about 0.2%. For a complete list of holdings, visit the FCOM Holdings page » The chart below shows the one year price performance of FCOM, versus its 200 day moving average:
Looking at the chart above, FCOM's low point in its 52 week range is $48.96 per share, with $75.94 as the 52 week high point — that compares with a last trade of $72.00. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
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Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy ETF Outflows: FCOM, CMCSA, WBD, EA

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Costco Wholesale Corp (Symbol: COST), where a total volume of 29,508 contracts has been traded thus far today, a contract volume which is representative of approximately 3.0 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 106.1% of COST's average daily trading volume over the past month, of 2.8 million shares. Especially high volume was seen for the $1070 strike call option expiring February 20, 2026, with 2,880 contracts trading so far today, representing approximately 288,000 underlying shares of COST. Below is a chart showing COST's trailing twelve month trading history, with the $1070 strike highlighted in orange:
Electronic Arts, Inc. (Symbol: EA) saw options trading volume of 21,313 contracts, representing approximately 2.1 million underlying shares or approximately 96.7% of EA's average daily trading volume over the past month, of 2.2 million shares. Especially high volume was seen for the $200 strike call option expiring June 18, 2026, with 5,397 contracts trading so far today, representing approximately 539,700 underlying shares of EA. Below is a chart showing EA's trailing twelve month trading history, with the $200 strike highlighted in orange:
And Oracle Corp (Symbol: ORCL) options are showing a volume of 245,061 contracts thus far today. That number of contracts represents approximately 24.5 million underlying shares, working out to a sizeable 93.6% of ORCL's average daily trading volume over the past month, of 26.2 million shares. Especially high volume was seen for the $155 strike call option expiring February 06, 2026, with 13,692 contracts trading so far today, representing approximately 1.4 million underlying shares of ORCL. Below is a chart showing ORCL's trailing twelve month trading history, with the $155 strike highlighted in orange:
For the various different available expirations for COST options, EA options, or ORCL options, visit StockOptionsChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Wednesday Option Activity: COST, EA, ORCL

Electronic Arts EA reported third-quarter fiscal 2026 earnings of $4.82 per share, which increased 70.3% year over year. Revenues increased 1% year over year to $1.9 billion, reflecting the successful launch of Battlefield 6, which was the best-selling shooter title of 2025.
The Zacks Consensus Estimate for earnings was pegged at $4.77 per share. The consensus mark for revenues was pinned at $2.86 billion.
Net bookings for the fiscal third quarter totaled $3.05 billion, up 38% year over year, driven by the landmark launch of Battlefield 6 and continued momentum across EA SPORTS FC and Apex Legends.
Electronic Arts Inc. Price, Consensus and EPS Surprise
Quarter Details of EA
EA's full-game revenues (33.2% of total revenues) increased 5.5% year over year to $632 million. Full-game download revenues increased 22.4% year over year to $546 million. Revenues from packaged goods declined 43.8% year over year to $86 million.
Live services and other revenues (66.8% of total revenues) decreased 1.2% year over year to $1.27 billion.
Based on platforms, revenues from consoles declined 2.7% year over year to $1.18 billion in the reported quarter. Revenues from PC & Other increased 18.6% year over year to $465 million. Revenues from the mobile platform fell 8% year over year to $254 million.
Operating Details of EA
EA's GAAP gross profit decreased 1.7% from the year-ago quarter's levels to $1.4 billion. Gross margin contracted 200 basis points on a year-over-year basis to 73.8%.
Operating expenses increased 21.5% year over year to $1.28 billion. As a percentage of revenues, operating expenses expanded from 55.7% in the year-ago quarter to 67.1%.
Operating income, on a GAAP basis, decreased 66.3% year over year to $127 million. The operating margin contracted from 20% in the year-ago quarter to 6.7% in the reported quarter.
Electronic Arts' Balance Sheet and Cash Flow
As of Dec. 31, 2025, EA had $2.9 billion in cash and short-term investments compared with $1.26 billion as of Sept. 30, 2025.
Net cash provided by operating activities was $1.83 billion for the quarter and $2.52 billion for the trailing 12 months.
EA did not repurchase any shares during the quarter. The company has repurchased 15.1 million shares for $2.13 billion over the trailing twelve months.
The company declared a quarterly cash dividend of 19 cents per share of the company's common stock. The dividend will be paid out on March 18 to stockholders of record as of the close of business on Feb. 25.
Zacks Rank & Stocks to Consider
EA currently carries a Zacks Rank #3 (Hold).
Peloton Interactive PTON, Ralph Lauren RL and Sharp SHCAY are some better-ranked stocks that investors can consider in the broader Consumer Discretionary sector.
Peloton Interactive, Ralph Lauren and Sharp carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Peloton Interactive and Ralph Lauren are set to report their upcoming results on Feb. 5. Sharp is set to report its upcoming results on Feb. 6.
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Electronic Arts Q3 Earnings and Revenues Increase Year Over Year

For the quarter ended December 2025, Electronic Arts (EA) reported revenue of $3.05 billion, up 37.5% over the same period last year. EPS came in at $4.82, compared to $2.83 in the year-ago quarter.
The reported revenue represents a surprise of +6.69% over the Zacks Consensus Estimate of $2.86 billion. With the consensus EPS estimate being $4.77, the EPS surprise was +1.11%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Electronic Arts performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Bookings: $3.05 billion versus $2.9 billion estimated by six analysts on average.
Net revenue by composition- Live services and other- Non-GAAP (Net Bookings): $1.9 billion versus the three-analyst average estimate of $1.66 billion. The reported number represents a year-over-year change of +20.4%.
Net revenue by composition- Full game- Full game downloads- Non-GAAP (Net Bookings): $997 million versus $867.4 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +111.7% change.
Net revenue by composition- Full game- Packaged goods- Non-GAAP (Net Bookings): $145 million compared to the $265.61 million average estimate based on two analysts. The reported number represents a change of -10.5% year over year.
Shares of Electronic Arts have returned -0.4% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Electronic Arts (EA) Reports Q3 Earnings: What Key Metrics Have to Say

Electronic Arts (EA) came out with quarterly earnings of $4.82 per share, beating the Zacks Consensus Estimate of $4.77 per share. This compares to earnings of $2.83 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.11%. A quarter ago, it was expected that this video game maker would post earnings of $1.27 per share when it actually produced earnings of $1.21, delivering a surprise of -4.72%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Electronic Arts, which belongs to the Zacks Gaming industry, posted revenues of $3.05 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 6.69%. This compares to year-ago revenues of $2.22 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Electronic Arts shares have lost about 0.4% since the beginning of the year versus the S&P 500's gain of 1.9%.
What's Next for Electronic Arts?
While Electronic Arts has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Electronic Arts was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.28 on $2 billion in revenues for the coming quarter and $8.61 on $8 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Gaming is currently in the bottom 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Accel Entertainment (ACEL), is yet to report results for the quarter ended December 2025.
This company is expected to post quarterly earnings of $0.15 per share in its upcoming report, which represents a year-over-year change of -21.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Accel Entertainment's revenues are expected to be $337.9 million, up 6.4% from the year-ago quarter.
Should You Invest in Electronic Arts Inc. (EA)?
Before you invest in Electronic Arts Inc. (EA), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Electronic Arts (EA) Beats Q3 Earnings and Revenue Estimates

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In trading on Tuesday, shares of Electronic Arts, Inc. (Symbol: EA) entered into oversold territory, hitting an RSI reading of 23.0, after changing hands as low as $201.30 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 50.8. A bullish investor could look at EA's 23.0 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of EA shares:
Looking at the chart above, EA's low point in its 52 week range is $120.22 per share, with $204.885 as the 52 week high point — that compares with a last trade of $201.39.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Relative Strength Alert For Electronic Arts

(RTTNews) - Electronic Arts Inc (ERTS) released a profit for third quarter that Dropped, from the same period last year
The company's bottom line totaled $88 million, or $0.35 per share. This compares with $293 million, or $1.11 per share, last year.
The company's revenue for the period rose 1.0% to $1.901 billion from $1.883 billion last year.
Electronic Arts Inc earnings at a glance (GAAP) :
-Earnings: $88 Mln. vs. $293 Mln. last year. -EPS: $0.35 vs. $1.11 last year. -Revenue: $1.901 Bln vs. $1.883 Bln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Electronic Arts Inc Q3 Income Drops

The following companies are expected to report earnings after hours on 02/03/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Advanced Micro Devices, Inc. (AMD)is reporting for the quarter ending December 31, 2025. The computer company's consensus earnings per share forecast from the 15 analysts that follow the stock is $1.11. This value represents a 26.14% increase compared to the same quarter last year. AMD missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -3.57%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for AMD is 78.68 vs. an industry ratio of 32.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Amgen Inc. (AMGN)is reporting for the quarter ending December 31, 2025. The biomedical (gene) company's consensus earnings per share forecast from the 12 analysts that follow the stock is $4.76. This value represents a 10.36% decrease compared to the same quarter last year. In the past year AMGN has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 12.8%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for AMGN is 16.19 vs. an industry ratio of -6.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Chubb Limited (CB)is reporting for the quarter ending December 31, 2025. The insurance (property & casualty) company's consensus earnings per share forecast from the 10 analysts that follow the stock is $6.60. This value represents a 9.63% increase compared to the same quarter last year. In the past year CB has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 26.09%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CB is 13.02 vs. an industry ratio of 13.20.
Emerson Electric Company (EMR)is reporting for the quarter ending December 31, 2025. The machinery company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.41. This value represents a 2.17% increase compared to the same quarter last year. In the past year EMR has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2026 Price to Earnings ratio for EMR is 22.97 vs. an industry ratio of 24.40.
Mondelez International, Inc. (MDLZ)is reporting for the quarter ending December 31, 2025. The food company's consensus earnings per share forecast from the 9 analysts that follow the stock is $0.70. This value represents a 7.69% increase compared to the same quarter last year. MDLZ missed the consensus earnings per share in the 4th calendar quarter of 2024 by -1.52%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MDLZ is 20.24 vs. an industry ratio of 15.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Suncor Energy Inc. (SU)is reporting for the quarter ending December 31, 2025. The oil company's consensus earnings per share forecast from the 3 analysts that follow the stock is $0.77. This value represents a 13.48% decrease compared to the same quarter last year. In the past year SU has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 25.88%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for SU is 15.53 vs. an industry ratio of 14.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Electronic Arts Inc. (EA)is reporting for the quarter ending December 31, 2025. The gaming company's consensus earnings per share forecast from the 7 analysts that follow the stock is $4.22. This value represents a 80.34% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for EA is 31.91 vs. an industry ratio of 23.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Chipotle Mexican Grill, Inc. (CMG)is reporting for the quarter ending December 31, 2025. The restaurant company's consensus earnings per share forecast from the 13 analysts that follow the stock is $0.24. This value represents a 4.00% decrease compared to the same quarter last year. In the past year CMG has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 3.57%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CMG is 33.20 vs. an industry ratio of 4.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Corteva, Inc. (CTVA)is reporting for the quarter ending December 31, 2025. The agriculture company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.21. This value represents a 34.38% decrease compared to the same quarter last year. CTVA missed the consensus earnings per share in the 4th calendar quarter of 2024 by -5.88%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CTVA is 21.98 vs. an industry ratio of 5.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Take-Two Interactive Software, Inc. (TTWO)is reporting for the quarter ending December 31, 2025. The gaming company's consensus earnings per share forecast from the 10 analysts that follow the stock is $0.40. This value represents a 17.65% increase compared to the same quarter last year. In the past year TTWO has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 121.28%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TTWO is 122.55 vs. an industry ratio of 23.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Prudential Financial, Inc. (PRU)is reporting for the quarter ending December 31, 2025. The insurance company's consensus earnings per share forecast from the 9 analysts that follow the stock is $3.37. This value represents a 13.85% increase compared to the same quarter last year. PRU missed the consensus earnings per share in the 4th calendar quarter of 2024 by -9.76%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PRU is 7.70 vs. an industry ratio of 9.60.
Lumentum Holdings Inc. (LITE)is reporting for the quarter ending December 31, 2025. The communications company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.97. This value represents a 792.86% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for LITE is 106.65 vs. an industry ratio of 166.90.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for February 3, 2026 : AMD, AMGN, CB, EMR, MDLZ, SU, EA, CMG, CTVA, TTWO, PRU, LITE

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Electronic Arts EA is set to report third-quarter fiscal 2026 results on Feb. 3.
The Zacks Consensus Estimate for earnings has remained steady at $4.77 per share in the past 30 days. The figure indicates a 68.55% increase from the year-ago quarter’s reported figure.
The consensus mark for revenues is pegged at $2.86 billion, suggesting a 28.9% increase from the year-ago quarter’s reported figure.
The company’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters, while missing twice, the average surprise being 44.67%.
The company announced on Sept. 29, 2025, that it entered into a definitive agreement to be acquired by a consortium including PIF, Silver Lake, and Affinity Partners in a $55 billion all-cash transaction. Following this announcement, management indicated it would no longer provide forward-looking guidance. The pending transaction, expected to close in the first quarter of fiscal 2027, created uncertainty around the company's reporting practices and strategic priorities during the quarter.
Let’s see how things have shaped up for this announcement.
Electronic Arts Inc. Price and EPS Surprise
Factors to Consider
Electronic Arts is prepared to report third-quarter fiscal 2026 results amid a transformative period marked by the launch of Battlefield 6, a historic leveraged buyout agreement, and the absence of forward-looking guidance following its pending privatization.
The highly anticipated Battlefield 6 launched on Oct. 10, 2025, marking a critical revenue driver for the quarter. The first-person shooter shattered franchise records with over 7 million units sold within the first three days and generated more than 172 million matches played during the opening weekend. Season 1 content launched on Oct. 28, 2025, with subsequent updates released on Nov. 18 and Dec. 9, potentially providing sustained engagement throughout the quarter. The game's success followed significant marketing investments during the fiscal second quarter, which management identified as a driver of elevated operating expenses in preparation for the launch.
EA SPORTS FC 26, which launched late in the second quarter on Sept. 26, 2025, is likely to have contributed materially to third-quarter results. However, management previously noted a four-point year-over-year headwind related to the phasing of Ultimate Edition content, with recognition largely shifted to the fiscal third quarter. The company also highlighted that Madden NFL 26 had returned to net bookings growth in the fiscal second quarter, with players returning to the franchise, suggesting continued momentum into the holiday period.
Apex Legends demonstrated renewed strength in the fiscal second quarter, returning to year-over-year net bookings growth with double-digit expansion. This momentum, driven by new content and deeper player engagement, is likely to have carried into the quarter under review. Additionally, skate. launched in early access on Sept. 16, 2025, as a free-to-play title across multiple platforms. While still in early access during the quarter, the game's Season 1 content launched on Oct. 7, 2025, potentially contributing to live services performance.
What Our Model Says
Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case.
EA currently has an Earnings ESP of 0.00% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to Consider
Here are some stocks in the Zacks worth considering, as our model shows that these have the right combination of elements to beat on earnings this season.
Cirrus Logic CRUS currently has an Earnings ESP of +5.89% and sports a Zacks Rank #1. CRUS shares have gained 31.6% in the in the trailing 12 months. It is set to report its third-quarter fiscal 2026 results on Feb. 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Advanced Micro Devices AMD has an Earnings ESP of +2.01% and a Zacks Rank #2 at present. AMD shares have surged 112.6% in the trailing 12 months. AMD is set to report its fourth-quarter 2025 results on Feb. 3.
Rockwell Automation ROK presently has an Earnings ESP of +1.03% and a Zacks Rank #2. ROK shares have soared 48.7% in the trailing 12 months. ROK is set to report its first-quarter fiscal 2026 results on Feb. 5.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.