Current Liabilities

Deferred Revenue

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.

Analysis

StatementBalance Sheet Statement
SectionCurrent Liabilities
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ3 2015
Last reportedQ4 2025

How to read this metric

An increase suggests strong sales of subscription-based services or bundled offerings, providing a predictable pipeline for future revenue recognition.

Detailed definition

Represents cash payments received from customers in advance of the company fulfilling its performance obligations, speci...

Peer comparison

High-growth software and services companies typically maintain larger deferred revenue balances relative to pure hardware manufacturers.

Metric ID: deferred_revenue_current

Historical Data

15 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q1 '25Q4 '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%
Range$66.00M$2.49B
CAGR+159.9%
Avg YoY Growth+229.3%
Median YoY Growth-11.4%
Current Streak3 quarters growth

Product Breakdown

View all
SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '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

Frequently Asked Questions

What is Electronic Arts's deferred revenue?
Electronic Arts (EA) reported deferred revenue of $2.49B in Q4 2025.
What is the long-term trend for Electronic Arts's deferred revenue?
Over 4 years (2021 to 2025), Electronic Arts's deferred revenue has grown at a 96.1% compound annual growth rate (CAGR), from $115.00M to $1.70B.
What does deferred revenue mean?
Money collected from customers for products or services that haven't been delivered yet but will be within a year.