Electronic Arts Inc.'s Stock Analysis

Electronic Arts Redeems $400 Million in Notes Due 2026

On January 6, 2026, Electronic Arts Inc. redeemed all of its outstanding 4.800% Notes due 2026, totaling $400 million. The redemption was executed using cash on hand at a price equal to 100% of the principal amount, along with accrued and unpaid interest up to the redemption date.

This redemption reflects the company's decision to manage its financial obligations effectively. The Notes were originally issued under an Indenture agreement with U.S. Bank Trust Company as trustee, and this action may influence the company's financial position and liquidity.

Jan 06, 2026 16:05:18

Electronic Arts Stockholders Approve Acquisition and Executive Compensation

On December 22, 2025, Electronic Arts Inc. held a special meeting where stockholders voted on the proposed acquisition by an investor consortium, including The Public Investment Fund and affiliates of Silver Lake Group and Affinity Partners. The meeting included three proposals, with the first being the adoption of the Merger Agreement, which received the necessary approval from the stockholders.

Additionally, stockholders approved an advisory proposal regarding the compensation for the Company's named executive officers related to the merger. Due to the successful approval of the Merger Agreement, there was no need to adjourn the meeting.

Dec 23, 2025 16:15:11

Electronic Arts Announces Merger Agreement and Legal Challenges

Electronic Arts Inc. has entered into a Merger Agreement with Oak-Eagle AcquireCo, Inc., a company controlled by the Public Investment Fund and Silver Lake Technology Management. Following this announcement, several lawsuits have been filed against Electronic Arts and its board, alleging that they omitted critical information from the Definitive Proxy Statement related to the merger. The company believes these claims are without merit and is supplementing the proxy statement to address potential concerns and minimize litigation risks.

The supplemental disclosures include updated financial forecasts and analyses conducted by Goldman Sachs, which estimated a range of implied present values per share of Electronic Arts' stock between $157 and $236. Additionally, the analysis indicated potential equity values per share ranging from $203 to $255 based on acquisition premiums. The company aims to ensure a smooth transition post-merger, with plans for current senior management to remain in leadership roles. Investors are encouraged to review the Definitive Proxy Statement for comprehensive details regarding the merger and its implications.

Dec 15, 2025 16:22:59

Electronic Arts Reports Q2 Financial Results and Dividend Declaration

Electronic Arts Inc. announced its financial results for the second fiscal quarter ended September 30, 2025, reporting net bookings of $1.818 billion, a decrease of 13% year-over-year. The decline was attributed to the exceptional release of College Football 25 in the prior year. However, notable growth was observed in EA SPORTS Madden NFL 26 and Apex Legends, both of which returned to year-over-year net bookings growth. The company also reported net revenue of $1.839 billion and generated $130 million in operating cash flow during the quarter.

Additionally, the Audit Committee declared a cash dividend of $0.19 per share, payable on December 23, 2025, to stockholders of record as of December 3, 2025. Furthermore, Electronic Arts is in the process of being acquired by an investor consortium for an enterprise value of approximately $55 billion, pending customary closing conditions and stockholder approval. The company will not host an earnings conference call this quarter due to the pending transaction.

Oct 28, 2025 16:07:08

Electronic Arts to be Acquired for $210 per Share

Electronic Arts Inc. has entered into a Merger Agreement with an investor consortium, which includes The Public Investment Fund, Silver Lake Group, and Affinity Partners. Under the terms of the agreement, Electronic Arts will be acquired for $210 per share in cash, with the transaction expected to close following stockholder approval and necessary regulatory approvals. The Company will become a wholly owned subsidiary of the acquiring entity upon completion of the merger.

The Merger Agreement stipulates that the Company’s stock will be delisted from NASDAQ following the merger. Shareholders will vote on the agreement at a future meeting, and the completion of the merger is contingent upon various customary conditions. The agreement includes provisions for termination fees and financing commitments from the consortium to ensure the transaction can be completed. The Company is also restricted from soliciting alternative acquisition proposals during this period.

Sep 29, 2025 08:05:41

Electronic Arts Updates Severance Plan and Elects Board Members

On August 14, 2025, Electronic Arts Inc. announced an amendment and restatement of its Change in Control Severance Plan. Key changes include the provision of a pro rata bonus as severance for the year of termination, along with updates to administrative provisions and alignment with market practices, while other severance benefits remain unchanged.

During the same date, the company held its annual stockholders' meeting where directors were elected to the Board, an advisory vote on executive officer compensation was conducted, and KPMG LLP was ratified as the independent registered public accounting firm for the fiscal year ending March 31, 2026.

Aug 15, 2025 16:06:13

Electronic Arts Reports Q1 Financial Results and Dividend Declaration

Electronic Arts announced its financial results for the first fiscal quarter ended June 30, 2025, with net bookings totaling $1.298 billion, surpassing expectations. The company reported net revenue of $1.671 billion and a net cash flow from operating activities of $17 million for the quarter. EA also repurchased 3 million shares for $375 million during this period, contributing to a total repurchase of 17.8 million shares for $2.5 billion over the last twelve months.

The company declared a cash dividend of $0.19 per share, payable on September 17, 2025, to stockholders of record by August 27, 2025. For the fiscal year 2026, EA maintains its guidance of net bookings between $7.6 billion and $8 billion, and net revenue between $7.1 billion and $7.5 billion. The company expects diluted earnings per share for Q2 to be between $0.29 and $0.46, with a share count estimate of 253 million for the calculation.

Jul 29, 2025 16:07:23

Electronic Arts Reports Q4 FY25 Results and Dividend Declaration

Electronic Arts Inc. announced its preliminary financial results for the fourth quarter and fiscal year ended March 31, 2025, highlighting net bookings of $7.355 billion and net revenue of $7.463 billion for FY25. The EA SPORTS portfolio saw record performance, with the American Football franchise surpassing $1 billion in net bookings. The company has also declared a quarterly cash dividend of $0.19 per share, payable on June 18, 2025, to stockholders of record as of May 28, 2025.

Looking ahead, EA expects net bookings for fiscal year 2026 to be approximately $7.600 billion to $8.000 billion, driven by its key franchises including EA SPORTS and The Sims, along with upcoming releases like Battlefield. For the first quarter of FY26, net bookings are projected to be between $1.175 billion and $1.275 billion, with net revenue expected to range from $1.550 billion to $1.650 billion. The company plans to return at least 80% of free cash flow through stock repurchases and dividends through FY27.

May 06, 2025 16:08:16

Electronic Arts Reports $1.883 Billion Net Revenue in Q3 FY25

Electronic Arts announced a net revenue of $1.883 billion for the third quarter of fiscal year 2025, slightly down from $1.945 billion in the same quarter last year. The company reported a net income of $293 million, a marginal increase from $290 million, and an operating cash flow of $1.176 billion. EA also highlighted the success of its EA SPORTS FC 25 event and its plans for a $1 billion accelerated stock repurchase program, which reflects its confidence in long-term growth.

On the downside, net bookings fell to $2.215 billion from $2.366 billion in the previous year, showing a decrease of approximately 6%. Additionally, the company experienced a 3% decline in total net revenue year-over-year. Live services and other revenue also decreased by 3%, and there was a noted decline in full game revenue. Overall, while EA demonstrated positive cash flow and net income, it faced challenges with revenue and bookings compared to the previous fiscal year.

Feb 04, 2025 16:06:14

EA Reports Q3 Net Bookings of $2.215 Billion, Adjusts Outlook

Electronic Arts (EA) has announced preliminary results for the third fiscal quarter, reporting net bookings of approximately $2.215 billion. However, the company has revised its outlook for the fiscal year, projecting a mid-single-digit decline in live services net bookings, primarily due to a slowdown in its Global Football franchise, which had previously seen double-digit growth. Additionally, the new Dragon Age title engaged about 1.5 million players, falling nearly 50% short of expectations, impacting overall performance.

Despite the challenges, EA's CEO noted that the company continued to deliver high-quality games and received positive feedback on recent updates for EA SPORTS FC 25. The company also expects to maintain a balance between investment for future growth and operational discipline. For the fiscal year 2025, EA has updated its net bookings outlook to a range of $7.000 billion to $7.150 billion, with GAAP net revenue for Q3 expected to be around $1.883 billion and diluted earnings per share at approximately $1.11.

Jan 22, 2025 16:06:05