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Electronic Arts (EA) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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Electronic Arts (EA - Free Report) reported $1.82 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 12.6%. EPS of $1.21 for the same period compares to $2.15 a year ago.

The reported revenue represents a surprise of -2.45% over the Zacks Consensus Estimate of $1.86 billion. With the consensus EPS estimate being $1.27, the EPS surprise was -4.72%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Electronic Arts performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Bookings: $1.82 billion compared to the $1.86 billion average estimate based on six analysts.
  • Net revenue by composition- Live services and other- Non-GAAP (Net Bookings): $1.12 billion versus $1.14 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -10.3% change.
  • Net revenue by composition- Full game- Full game downloads- Non-GAAP (Net Bookings): $438 million versus the two-analyst average estimate of $479.41 million. The reported number represents a year-over-year change of -19.6%.
  • Net revenue by composition- Full game- Packaged goods- Non-GAAP (Net Bookings): $262 million compared to the $255.83 million average estimate based on two analysts. The reported number represents a change of -8.7% year over year.

View all Key Company Metrics for Electronic Arts here>>>

Shares of Electronic Arts have returned -0.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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