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Electronic Arts EA Deferred net revenue (online-enabled games) — Deferred revenue, current

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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 ratio+0.1×

Where this comes from

Reported directly by Electronic Arts in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Electronic Arts’s 10-Q, filed February 3, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Electronic Arts's deferred net revenue (online-enabled games) — deferred revenue, current?
Electronic Arts (EA) reported deferred net revenue (online-enabled games) — deferred revenue, current of $2.49B in Q4 2025.
How has Electronic Arts's deferred net revenue (online-enabled games) — deferred revenue, current changed year-over-year?
Electronic Arts's deferred net revenue (online-enabled games) — deferred revenue, current increased by 37.9% year-over-year, from $1.81B to $2.49B.
What does deferred net revenue (online-enabled games) — deferred revenue, current mean?
This metric represents the portion of revenue from online-enabled games that has been collected in advance but not yet recognized as earned because the performance obligations, such as ongoing live services or content delivery, remain unfulfilled. It reflects the value of digital goods, subscriptions, or game access sold to players that will be amortized over the expected life of the service or the estimated period of player engagement. This is a critical indicator of future revenue visibility for live-service titles and digital ecosystems.