ELECTRONIC ARTS INC.(EA)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ELECTRONIC ARTS INC. (EA) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores EA at 62.9/100 on a 32-signal composite quality model, placing it at rank #671 of 2,961 stocks — the top 25% of the AI-ranked universe. EA scores in the top quartile across institutional flow (86.4), free cash flow (84.8), balance sheet strength (83.4). Areas of concern include revenue growth (21.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ELECTRONIC ARTS INC. reports quarterly revenue of $2.0B, net income of $397.0M. 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.
AI Quality Score
62.9/100
AI Rank
#671
Revenue
$2.0B
Net Income
$397.0M
EA key financials by period
ELECTRONIC ARTS INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$7.5B
$887.0M
15.4%
FY 2025
10-K
$7.5B
$1.1B
20.4%
FY 2024
10-K
$7.6B
$1.3B
20.1%
FY 2023
10-K
$7.4B
$802.0M
17.9%
FY 2022
10-K
$7.0B
$789.0M
16.2%
FY 2021
10-K
$5.6B
$837.0M
18.6%
Institutions holding EA
Institutional investors reporting a position in ELECTRONIC ARTS INC. on SEC Form 13F.
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.
