EA · Q4 FY26 · Jan 1 – Mar 31, 2026
Electronic Arts Q4 FY26: where the revenue came from and where it went
Electronic Arts Q4 FY26: revenue $2.1B (+12% year over year). Net profit $0.5B. Largest cohort Transferred Over Time $1.5B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jan 1 – Mar 31, 2026
- Reported
- May 11, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.1B
+12% year over year
Gross profit$1.8B
83% margin
Operating profit$0.6B
27% margin
Net profit$0.5B
22% margin
The numbers
| 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 |
Older quarters
-
Q3 FY26 12/2025Revenue $1.9B Net margin 5%
-
Q2 FY26 9/2025Revenue $1.8B Net margin 7%
-
Q1 FY26 6/2025Revenue $1.7B Net margin 12%
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