EA · Q3 FY26 · Dec 31, 2025
Electronic Arts Q3 FY26: where the revenue came from and where it went
Electronic Arts Q3 FY26: revenue $1.9B (+1% year over year). Net profit $0.1B. Largest cohort Transferred Over Time $1.3B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Dec 31, 2025
- Reported
- Feb 3, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$1.9B
+1% year over year
Gross profit$1.4B
74% margin
Operating profit$0.1B
7% margin
Net profit$0.1B
5% margin
The numbers
| 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 |
Older quarters
-
Q4 FY26 3/2026Revenue $2.1B Net margin 22%
-
Q2 FY26 9/2025Revenue $1.8B Net margin 7%
-
Q1 FY26 6/2025Revenue $1.7B Net margin 12%
New results in your inbox
When a big company reports, you get the diagram before anyone has time to comment on it. No spam, one-click unsubscribe.