EA · Q2 FY26 · Jul 1 – Sep 30, 2025
Electronic Arts Q2 FY26: where the revenue came from and where it went
Electronic Arts Q2 FY26: revenue $1.8B (−9% year over year). Net profit $0.1B. Largest cohort Transferred Over Time $1B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jul 1 – Sep 30, 2025
- Reported
- Oct 31, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$1.8B
−9% year over year
Gross profit$1.4B
76% margin
Operating profit$0.2B
11% margin
Net profit$0.1B
7% margin
The numbers
| 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 |
Older quarters
-
Q4 FY26 3/2026Revenue $2.1B Net margin 22%
-
Q3 FY26 12/2025Revenue $1.9B Net margin 5%
-
Q1 FY26 6/2025Revenue $1.7B Net margin 12%
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