What is Electronic Arts's deferred revenue?

Electronic Arts (EA) reported deferred revenue of $2.23B in Q1 2026.

How has Electronic Arts's deferred revenue changed year-over-year?

Electronic Arts's deferred revenue increased by 31.4% year-over-year, from $1.7B to $2.23B.

What is the long-term trend for Electronic Arts's deferred revenue?

Over 5 years (2021 to 2026), Electronic Arts's deferred revenue has grown at a 81.0% compound annual growth rate (CAGR), from $115M to $2.23B.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Electronic Arts EA Deferred Revenue

Deferred Revenue at other companies

MicrosoftMSFT

$50.92B+14.1%

Take-Two Interactive SoftwareTTWO

$1.16B+7.1%

NetflixNFLX

$1.74B+8.3%

AmazonAMZN

$20.89B+1.4%

Getty ImagesGETY

$199.09M+6.7%

Segments

By product

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Deferred net revenue (online-enabled games)$2.49B+37.9%

Other financials

Income statement

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Revenue$2.1B+11.9%

Gross profit$1.8B+15.0%

Operating income$564.0M+42.8%

Net income$461.0M+81.5%

EPS (diluted)$1.83+84.8%

Balance sheet

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Cash & equivalents$2.9B+34.1%

Total debt$369.0M+10.5%

Total equity$6.8B+5.9%

Total assets$13.1B+6.2%

Cash flow

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Operating cash flow$580.0M+5.6%

CapEx$61.0M+13.0%

Free cash flow$519.0M+4.8%

Valuation

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Market cap$51.41B+2.7%

Enterprise value$48.92B—

P/E58×—

P/S6.8×—

Profitability

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Gross margin79%-0.4pp

Operating margin15.4%-4.9pp

Net margin11.8%-3.2pp

FCF margin30.8%+5.9pp

Returns & leverage

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Return on equity13.5%-2.6pp

Debt / equity0.1×0.0×

Current ratio1×+0.1×

Where this comes from

Reported directly by Electronic Arts in its filing.

Tagged under the XBRL concept us-gaap:DeferredRevenueCurrent.

The official record: Electronic Arts’s 10-K, filed May 11, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Electronic Arts's deferred revenue?: Electronic Arts (EA) reported deferred revenue of $2.23B in Q1 2026.
How has Electronic Arts's deferred revenue changed year-over-year?: Electronic Arts's deferred revenue increased by 31.4% year-over-year, from $1.7B to $2.23B.
What is the long-term trend for Electronic Arts's deferred revenue?: Over 5 years (2021 to 2026), Electronic Arts's deferred revenue has grown at a 81.0% compound annual growth rate (CAGR), from $115M to $2.23B.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.