Income StatementBalance SheetCash FlowSegments
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Electronic Arts Business Segments

Business, geographic, and product segment breakdowns

Electronic Arts generates $7.5B in annual revenue across 3 key segments: Full game downloads ($1.7B), Live services and other ($5.4B), and Packaged goods ($440.0M). The company-wide operating margin is 15.43%. Based on the Q1 2026 filing.

Full game downloads (TTM)$1.7BLive services and other (TTM)$5.4BPackaged goods (TTM)$440.0M
Latest FilingQ1 2026
Report Date2026-05-11
Market Cap$50.1B
P/E Ratio56.48
ROE13.49%

Products & Services

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Deferred revenue, current$1.8B$1.7B$1.3B$1.3B$2.5B—

Geographic

Long-Lived Assets

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
North America—$438.0M———$463.0M
International—$148.0M———$150.0M

Net revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
International$1.1B$1.1B$1.0B$1.1B$1.1B$1.3B
North America$781.0M$782.0M$642.0M$770.0M$764.0M$858.0M

Business Segments

Net revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Live services and other$1.3B$1.5B$1.4B$1.2B$1.3B$1.5B
Full game downloads$446.0M$367.0M$233.0M$401.0M$546.0M$528.0M
Packaged goods$153.0M$70.0M$56.0M$217.0M$86.0M$81.0M

Acquisition-related expenses

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$26.0M———$53.0M—

Cost of revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$443.0M$355.0M$266.0M$431.0M$486.0M$353.0M

Effective tax rate

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$112.0M$153.0M$72.0M$60.0M$43.0M$118.0M

G&A

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$150.0M$161.0M$157.0M$156.0M$140.0M$161.0M

Interest Income (Expense), Nonoperating

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$21.3M$21.3M$4.5M$4.5M$4.5M$4.5M

Marketing and sales

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$237.0M$220.0M$202.0M$289.0M$340.0M$240.0M

Net Income

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$293.0M$254.0M$201.0M$137.0M$88.0M$461.0M

Other Nonoperating Income (Expense)

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$28.0M—$2.0M-$3.0M$4.0M—

R&D

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$487.0M$571.0M$596.0M$563.0M$577.0M$625.0M

Restructuring and Related Cost, Incurred Cost

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$0.0$4.0M$0.0$0.0$0.0$0.0

Stock-Based Comp

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Reportable Segment$163.0M$162.0M$152.0M$174.0M$178.0M$152.0M