Electronic Arts Deferred Revenue increased by 46.5% to $2.49B in Q4 2025 compared to the prior quarter. Over 4 years (FY 2021 to FY 2025), Deferred Revenue shows an upward trend with a 96.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests strong sales of subscription-based services or bundled offerings, providing a predictable pipeline for future revenue recognition.
Represents cash payments received from customers in advance of the company fulfilling its performance obligations, speci...
High-growth software and services companies typically maintain larger deferred revenue balances relative to pure hardware manufacturers.
deferred_revenue_current| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q1 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $88.00M | $99.00M | $205.00M | $144.00M | $88.00M | $68.00M | $123.00M | $66.00M | $68.00M | $70.00M | $71.00M | $66.00M | $71.00M | $1.70B | $2.49B |
| QoQ Change | — | +12.5% | +107.1% | -29.8% | -38.9% | -22.7% | +80.9% | -46.3% | +3.0% | +2.9% | +1.4% | -7.0% | +7.6% | >999% | +46.5% |
| YoY Change | — | — | — | — | +0.0% | -31.3% | -40.0% | -54.2% | -22.7% | +2.9% | -42.3% | +0.0% | +4.4% | >999% | — |
| Segment | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|
| Deferred net revenue (online-enabled games) | $1.81B | $1.70B | $1.33B | $1.33B | $2.49B |
| Deferred net revenue (other) | — | $94.00M | — | — | — |
| Total | — | $1.70B | — | — | $2.49B |