Acquired by The Public Investment Fund, Silver Lake and Affinity Partners
The acquisition closed on August 4, 2026 (SEC 8-K 2.01). Its last closing price was on August 4, 2026. It has left the AI-ranked universe. The score and rank below are its final ones, from July 1, 2026. Source: SEC 8-K 2.01
ELECTRONIC ARTS INC. EA
NasdaqLarge CapTechnology
Final 13F Pro quality score
Final rank #743 of 2,856 · as of July 1, 2026TOP 50%
AI-extracted from the 10-Q filed 2026-08-03 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
EA's pending $210/share take-private acquisition by a PIF/Silver Lake/Affinity consortium is set to close around August 4, 2026, as Q1 revenue rose 19% YoY to $1,986M and operating income nearly doubled to $513M.
Biggest Revenue Drivers
Live services and other$1,472M+7% YoY
Increased sales of extra content within EA SPORTS FC and Battlefield 6, partially offset by decreased Ultimate Team sales within EA SPORTS College Football
Full game$514M+78% YoY
Primarily due to Battlefield 6, partially offset by Split Fiction
Biggest Revenue Drivers
Total revenue: $1,986M+19% YoY
Live services and other$1,472M+7% YoY
Increased sales of extra content within EA SPORTS FC and Battlefield 6, partially offset by decreased Ultimate Team sales within EA SPORTS College Football
Full game$514M+78% YoY
Primarily due to Battlefield 6, partially offset by Split Fiction
Within Full game
Full game downloads$438M+88% YoY
Packaged goods$76M+36% YoY
Largest Expense Items
Research and development$743M+5% YoY
Increase in digital infrastructure costs, personnel-related costs, and studio-related contracted services
Marketing and sales$263M+23% YoY
Increase in advertising and marketing spending driven by EA SPORTS FC and personnel-related costs
General and administrative$181M-2% YoY
Decrease in facility-related costs, partially offset by higher personnel costs and stock-based compensation
Cost of revenue$274M-2% YoY
Decrease in royalty costs driven by the mix of sales from royalty-bearing titles
Margins: Gross margin was 86.2%, up 3 percentage points YoY, as cost of revenue fell on a favorable royalty-bearing title mix, while operating income grew 89% YoY to $513M as revenue growth outpaced a 7% rise in operating expenses.
Watch Items from the Filing
EA expects its $210/share merger with the PIF/Silver Lake/Affinity consortium to close around August 4, 2026, after all regulatory approvals were obtained; the agreement carries a termination fee of up to $1 billion.
Stockholder class action complaints have been filed in connection with the Merger Agreement, which the company says could delay or prevent the transaction from closing.
Deferred net revenue (online-enabled games) fell from $2,233M to $1,583M quarter-over-quarter, contributing to operating cash outflow of $242M versus $17M cash provided a year ago.
A significant portion of revenue is concentrated in a few franchises (EA SPORTS FC, Madden/College Football, Apex Legends, Battlefield, The Sims); underperformance of one major title has previously had a material adverse impact on results.
International net revenue comprised 60% of total net revenue in FY2026, exposing results to foreign currency fluctuations only partially mitigated by hedging.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Bruce Kofi ADirectorDisposition to issuer · Aug 4, 2026
Gonzalez Rachel ADirectorDisposition to issuer · Aug 4, 2026
Huber JeffDirectorDisposition to issuer · Aug 4, 2026
Hoskins Roche L TalbottDirectorDisposition to issuer · Aug 4, 2026
Congress trading in EA
17 transactions in EA reported by 8 members of Congress under the STOCK Act, most recent trade Aug 5, 2026. Reported transactions, not recommendations.
About ELECTRONIC ARTS INC. (EA): stock profile, AI score and financials
Acquired by The Public Investment Fund, Silver Lake and Affinity Partners: ELECTRONIC ARTS INC. (EA) no longer trades and has left 13F Pro's AI-ranked universe. The acquisition closed on August 4, 2026 (SEC 8-K 2.01). Its last closing price was on August 4, 2026. It has left the AI-ranked universe. The score and rank below are its final ones, from July 1, 2026. ELECTRONIC ARTS INC. (EA) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro tracks EA using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2027), ELECTRONIC ARTS INC. reports quarterly revenue of $2.0B, net income of $397.0M, an operating margin of 25.8%. Top institutional holders of EA by reported 13-F value include BlackRock, PUBLIC INVESTMENT FUND, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. EA trades on the Nasdaq exchange and files with the SEC under CIK 712515. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ELECTRONIC ARTS INC. directly from SEC EDGAR.