Electronic Arts delivered stronger-than-expected Q4 bookings, issued robust guidance for fiscal 2026, and hinted at major upcoming titles, including the next “Battlefield.” This article covers Q4 financials, forward-looking guidance, and CEO insights on game performance and pipeline.
Q4 Bookings Surpass Forecasts, Shares Climb
EA reported $1.80 billion in bookings for the fiscal fourth quarter, significantly outpacing the $1.56 billion projected by analysts. As a result, shares surged over 5% in after-hours trading. Net income for the quarter rose nearly 40% year-on-year to $254 million, or 98 cents per share, up from $182 million, or 67 cents, in the same period last year.
Full-Year Performance and Fiscal 2026 Outlook
For the full fiscal year 2025, EA’s net bookings reached $7.355 billion. Looking ahead, the company set a guidance range of $7.60 billion to $8 billion in bookings for fiscal 2026 — exceeding analyst expectations of $7.62 billion. Despite this, guidance for Q1 of fiscal 2026 came in softer than projected, with EA forecasting between $1.175 billion and $1.275 billion, slightly below the consensus estimate of $1.275 billion.
Annual net income fell to $1.12 billion, or $4.25 per share, compared to $1.27 billion, or $4.68 per share, a year earlier. EA also announced a quarterly dividend of 19 cents per share.
CEO Highlights Strong Game Portfolio and Teases ‘Battlefield’
CEO Andrew Wilson credited franchise strength for the robust results. “FC and College Football had an incredible impact this year,” Wilson stated. “As we look to the future, we’re confident in our ability to execute across a deep pipeline — beginning this summer with the highly anticipated reveal of ‘Battlefield,’ a pivotal step in delivering on our next generation of blockbuster entertainment.”
The company’s strategy of leveraging flagship titles continues to support its financial trajectory, and investor confidence appears to be rising ahead of upcoming releases.
