Electronic Arts reported fourth quarter revenue of $2.12 billion and diluted EPS of $1.81, beating revenue estimates but missing on earnings. For the full fiscal year 2026, the company achieved record net bookings of $8.03 billion, a 9% year-over-year increase, and net revenue of $7.53 billion, up 1%.

Key Highlights

  • Fiscal year 2026 net bookings reached a record $8.03 billion, growing 9% year-over-year, driven by the successful launch of Battlefield 6 and live services portfolio growth.
  • Fourth quarter net bookings were $1.86 billion, representing a 4% increase from the prior year, while fourth quarter revenue grew 12% to $2.12 billion.
  • Defying expectations of a slowdown, Apex Legends delivered its strongest net bookings quarter of the fiscal year and finished fiscal 2026 with double-digit net bookings growth.