Electronic Arts

EA · Communication Services · Market cap $52.5B

Q4 FY26 Jan 1 – Mar 31, 2026 reported May 11, 2026

Revenue$2.1B +12% year over year

Gross profit$1.8B

Operating profit$0.6B

Net profit$0.5B 22% margin

Numbers and detail

All figures in billions of U.S. dollars, for Q4 FY26 (period ends Mar 31, 2026).
Item	Value	Share of revenue	Year over year
Revenue	2.1	100%	+12%
Transferred Over Time	1.5	71%	+21%
Transferred At Point in Time	0.6	29%	−6%
Cost of revenue	−0.4	19%
Gross profit	1.8	83% margin	+2pp
Sales & marketing	−0.3	12%	+0pp
G&A	−0.2	9%	−1pp
Other	−0.7	35%	+0pp
Operating profit	0.6	27% margin	+6pp
Tax	−0.1
Net profit	0.5	22%	+8pp

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Dec 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	1.9	100%	+1%
Transferred Over Time	1.3	68%	+12%
Transferred At Point in Time	0.6	32%	−15%
Cost of revenue	−0.5	26%
Gross profit	1.4	74% margin	−2pp
Sales & marketing	−0.4	19%	+5pp
G&A	−0.2	10%	+1pp
Other	−0.7	38%	+0pp
Operating profit	0.1	7% margin	−13pp
Net profit	0.1	5%	−11pp

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Sep 30, 2025).
Item	Value	Share of revenue	Year over year
Revenue	1.8	100%	−9%
Transferred Over Time	1	56%	−7%
Transferred At Point in Time	0.8	44%	−12%
Cost of revenue	−0.4	22%
Gross profit	1.4	76% margin	−2pp
Sales & marketing	−0.3	17%	+3pp
G&A	−0.2	10%	+1pp
Other	−0.7	38%	+0pp
Operating profit	0.2	11% margin	−8pp
Tax	−0.1
Net profit	0.1	7%	−7pp

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Jun 30, 2025).
Item	Value	Share of revenue	Year over year
Revenue	1.7	100%	+1%
Transferred Over Time	1.2	71%	−5%
Transferred At Point in Time	0.4	24%	+19%
Cost of revenue	−0.3	18%
Gross profit	1.4	83% margin	−1pp
Sales & marketing	−0.2	13%	+0pp
G&A	−0.2	11%	+0pp
Other	−0.7	43%	+0pp
Operating profit	0.3	16% margin	−6pp
Tax	−0.1
Net profit	0.2	12%	−5pp

Quarter by quarter

Pick a quarter and the diagram above changes. Bars compare revenue across the quarters we hold.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q4 FY26	Jan 1 – Mar 31, 2026	May 11, 2026	$2.1B	+12%	29%	$0.5B	22%
Q3 FY26	Dec 31, 2025	Feb 3, 2026	$1.9B	+1%	5%	$0.1B	5%
Q2 FY26	Jul 1 – Sep 30, 2025	Oct 31, 2025	$1.8B	−9%	11%	$0.1B	7%
Q1 FY26	Apr 1 – Jun 30, 2025	Aug 1, 2025	$1.7B	+1%	18%	$0.2B	12%