Electronic Arts Q4 FY26: where the revenue came from and where it went
The whole income statement of Electronic Arts for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jan 1 – Mar 31, 2026
- Reported
- May 11, 2026
Revenue$2.12B
+12% year over year
Gross profit$1.76B
83% margin
Operating profit$0.56B
27% margin
Net profit$0.46B
22% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.12 | 100% | +12% |
| Transferred over time | 1.53 | 72% | +21% |
| At point in time | 0.59 | 28% | −6% |
| Cost of revenue | −0.36 | 17% | |
| Gross profit | 1.76 | 83% margin | +2pp |
| Sales & marketing | −0.25 | 12% | +0pp |
| G&A | −0.19 | 9% | −1pp |
| Other | −0.75 | 35% | +0pp |
| Operating profit | 0.56 | 27% margin | +6pp |
| Other income, net | 0.02 | ||
| Tax | −0.12 | ||
| Net profit | 0.46 | 22% margin | +8pp |
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