
• Reported GAAP EPS of $1.84 up 85.86% YoY • Reported revenue of $2.12B up 11.87% YoY
Bullish
Electronic Arts achieved record FY26 net bookings, driven by a successful Battlefield 6 launch and strong growth in live services. Electronic Arts also reported increased Q4 operating cash flow and diluted EPS.
Bearish
Electronic Arts faces regulatory hurdles for its pending acquisition, risking delays or abandonment, and incurred higher acquisition-related expenses. FY26 GAAP net income and diluted EPS decreased for Electronic Arts.