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Electronic Arts (EA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended March 2026, Electronic Arts (EA - Free Report) reported revenue of $1.86 billion, up 3.6% over the same period last year. EPS came in at $1.59, compared to $1.54 in the year-ago quarter.

The reported revenue represents a surprise of -6.48% over the Zacks Consensus Estimate of $1.99 billion. With the consensus EPS estimate being $2.25, the EPS surprise was -29.45%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $1.86 billion compared to the $1.99 billion average estimate based on four analysts.
  • Net Bookings by composition- Live services and other: $1.52 billion compared to the $1.57 billion average estimate based on two analysts. The reported number represents a change of +7.7% year over year.
  • Net Bookings by composition- Full game- Full game downloads: $308 million versus $368.25 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -9.4% change.
  • Net Bookings by composition- Full game- Packaged goods: $32 million compared to the $55.97 million average estimate based on two analysts. The reported number represents a change of -27.3% year over year.

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

Shares of Electronic Arts have returned -1.2% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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