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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$50.9B
P/E Ratio57.40
ROE13.49%

Products & Services

MetricQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Deferred revenue, current$1.8B$1.7B$1.3B$1.3B$2.5B—

Geographic

Long-Lived Assets

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
North America—$438M———$463M
International—$148M———$150M

Net revenue

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
International$1.1B$1.1B$1B$1.1B$1.1B$1.3B
North America$781M$782M$642M$770M$764M$858M

Business Segments

Net revenue

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Live services and other$1.3B$1.5B$1.4B$1.2B$1.3B$1.5B
Full game downloads$446M$367M$233M$401M$546M$528M
Packaged goods$153M$70M$56M$217M$86M$81M

Acquisition-related expenses

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$26M$27M——$53M$25M

Cost of revenue

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$443M$355M$266M$431M$486M$353M

Effective tax rate

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$112M$153M$72M$60M$43M$118M

G&A

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$150M$161M$157M$156M$140M$161M

Interest Income (Expense), Nonoperating

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$21.3M$21.3M$4.5M$4.5M$4.5M$4.5M

Marketing and sales

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$237M$220M$202M$289M$340M$240M

Net Income

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$293M$254M$201M$137M$88M$461M

Other Nonoperating Income (Expense)

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$28M—$2M-$3M$4M—

R&D

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$487M$571M$596M$563M$577M$625M

Restructuring and Related Cost, Incurred Cost

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$0$4M$0$0$0$0

Stock-Based Comp

SegmentQ3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Reportable Segment$163M$162M$152M$174M$178M$152M