Core Viewpoint - The videogame maker reported a lower quarterly profit of $88 million despite a slight increase in revenue attributed to record net bookings [1] Financial Performance - Quarterly profit decreased to $88 million [1] - Revenue experienced a slight uptick, driven by record net bookings [1]

Financial Performance - Net bookings for the quarter totaled $3.046 billion, up 38% year-over-year[3] - Net revenue was $1.901 billion for the quarter, compared to $1.883 billion in the same quarter last year[4] - Net income for the quarter was $88 million, down from $293 million year-over-year[4] - Total net revenue for the trailing twelve months was $7.306 billion, slightly down from $7.347 billion year-over-year[5] - GAAP operating income decreased by 66% to $127 million from $377 million year-over-year[28] - Non-GAAP operating income fell by 37% to $358 million from $566 million year-over-year[28] - The company reported a diluted earnings per share of $0.35, a decrease of 68% from $1.11 in the same quarter of the previous year[22] Cash Flow and Dividends - Operating cash flow for the quarter was $1.826 billion, compared to $1.176 billion in the prior year[4] - Cash and cash equivalents at the end of the period were $2,784 million, a slight increase from $2,776 million at the end of the previous year[25] - Net cash provided by operating activities for the three months ended December 31, 2025, was $1,826 million, up from $1,176 million in the same period of 2024[25] - Total cash flow from financing activities was a net outflow of $136 million, significantly reduced from a net outflow of $504 million in the previous year[25] - EA declared a quarterly cash dividend of $0.19 per share, payable on March 18, 2026[2] Game Performance - EA SPORTS FC™ net bookings increased high single digits year-over-year, driven by strength in Ultimate Team™ and FC Mobile[3] - Apex Legends™ net bookings were up double-digits year-over-year, supported by innovative new features and events[3] - Full game downloads revenue increased by 22% to $546 million compared to $446 million in the same quarter of the previous year[24] Share Repurchase and Acquisitions - The value of shares repurchased in the trailing twelve months was $2.125 billion, up from $1.450 billion in the previous year[5] - The company has entered into a definitive agreement for acquisition by an investor consortium valued at approximately $55 billion[7] Deferred Revenue and Financial Measures - The change in deferred net revenue from online-enabled games was $1,145 million, a significant increase compared to a decrease of $373 million in the previous year[24] - The Company presents non-GAAP financial measures, including non-GAAP operating margin and free cash flow, as a supplement to GAAP measures[29] - Non-GAAP measures exclude acquisition-related expenses, stock-based compensation, restructuring charges, and capital expenditures, providing a clearer view of core business performance[30] - The Company uses a tax rate of 19% for internal evaluations and forecasts, applying the same rate to management reporting financial results[31]

分组1 - Electronic Arts Inc. is set to release its third-quarter earnings on February 3, with analysts predicting earnings of $1.48 per share, an increase from $1.11 per share in the same period last year [1] - The consensus estimate for Electronic Arts' quarterly revenue is $2.92 billion, up from $2.21 billion reported last year [1] - The company anticipates bookings to grow from $7.85 billion in 2026 to $11.25 billion by 2031, indicating sustained revenue growth [2] 分组2 - Electronic Arts currently has an annual dividend yield of 0.37%, with a quarterly dividend of 19 cents per share, totaling 76 cents annually [2] - To generate $500 monthly from dividends, an investment of approximately $1,607,422 or around 7,895 shares is required, while $100 monthly would need about $321,484 or 1,579 shares [2] - The dividend yield can fluctuate based on changes in the stock price and dividend payments [3][4] 分组3 - Shares of Electronic Arts experienced a slight decline of 0.2%, closing at $203.60 [4]

Core Insights - Electronic Arts Inc. is set to release its third-quarter earnings on February 3, with analysts predicting earnings of $1.48 per share, an increase from $1.11 per share in the same quarter last year [1] - The company anticipates a rise in bookings from $7.85 billion in 2026 to $11.25 billion by 2031, indicating strong revenue growth [2] Financial Performance - The consensus estimate for Electronic Arts' quarterly revenue is $2.92 billion, up from $2.21 billion reported last year [1] - The company currently offers an annual dividend yield of 0.37%, with a quarterly dividend of 19 cents per share, totaling 76 cents annually [2] Investment Opportunities - To generate $500 monthly from dividends, an investment of approximately $1,607,422 or around 7,895 shares is required, while a more modest $100 monthly would need about $321,484 or 1,579 shares [2] - The dividend yield can fluctuate based on changes in the stock price and dividend payments, affecting potential returns for investors [3][4] Stock Performance - Shares of Electronic Arts experienced a slight decline of 0.2%, closing at $203.60 [4]

Group 1 - The "Brain-Computer Interface Developers Conference" in Tianjin is a key event to watch for the day [1] - The Reserve Bank of Australia will announce its policy interest rate at 11:30 AM [1] - RBA Governor Philip Lowe will hold a monetary policy press conference at 12:30 PM [1] Group 2 - The preliminary Consumer Price Index (CPI) for January in France will be released at 3:45 PM [1] - Major U.S. companies including Merck, Pfizer, and PayPal are set to report their earnings before the market opens [1] - Richmond Fed President Barkin will discuss the U.S. economy at 9:00 PM [1] Group 3 - The Wall Street Journal's Invest Live event will feature Federal Reserve officials, timing to be determined [1] - Federal Reserve Governor Bowman is scheduled to speak at 10:40 PM [1] - After market close, AMD and other companies like Advanced Micro Devices, Chipotle Mexican Grill, Electronic Arts, and Take-Two Interactive Software will release their earnings reports [1]

Key Takeaways EA is set to report fiscal Q3 results on Feb. 3, with EPS and revenues expected to rise.Electronic Arts' Battlefield 6 drove Q3, selling 7M units in three days with 172M matches opening weekend.EA's pending $55B buyout ended forward guidance, adding uncertainty around reporting.Electronic Arts (EA) is set to report third-quarter fiscal 2026 results on Feb. 3.The Zacks Consensus Estimate for earnings has remained steady at $4.77 per share in the past 30 days. The figure indicates a 68.55% incre ...

摩根大通等 银行已开始发售为收购艺电而筹集200亿美元的债务融资，这笔资金将支持史上规模最大的 杠杆收购案——对 游戏巨头艺电的私有化收购。据知情人士透露，中东、亚洲及欧洲的小型银行正积 极买入该视频游戏制造商价值约30亿美元的A类定期贷款。 此次发售过程将持续至2月底，承销银行有 权根据市场情况灵活调整A类定期贷款的规模。 ...

JPMorgan Chase & Co. is among banks that have begun selling down a highly anticipated $20 billion debt financing backing the acquisition of Electronic Arts Inc., the biggest leveraged buyout on record. https://t.co/IG4OKLX8nK ...

Wall Street analysts forecast that Electronic Arts (EA) will report quarterly earnings of $4.77 per share in its upcoming release, pointing to a year-over-year increase of 68.6%. It is anticipated that revenues will amount to $2.86 billion, exhibiting an increase of 28.9% compared to the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course o ...

Investment Rating - The report indicates a positive outlook for the private equity (PE) industry, highlighting a resurgence in deal activity and a strong market environment, suggesting a favorable investment rating for the sector in 2025 [8][9]. Core Insights - The private equity sector experienced a significant rebound in 2025, with total deal activity surpassing 9,000 transactions and an aggregate value of approximately $1.2 trillion, marking only the second time in history that deal value exceeded $1 trillion [8][34]. - The second half of 2025 saw a strong recovery in deal flow, compensating for a slowdown in Q2 due to market volatility, with 4,560 deals valued at $632.2 billion [35]. - The report emphasizes the importance of mega-sized transactions, with 150 megadeals totaling $567.8 billion, surpassing previous years and indicating a strong appetite for large-scale investments [9][34]. Summary by Sections Executive Summary - The PE industry rebounded strongly in 2025, achieving a total deal value of $1,155.5 billion, with a year-over-year growth of 36.3% [7]. - Exit activity also saw significant growth, with exit values reaching $728.1 billion, a 90.1% increase from the previous year [7]. Deals - The total number of PE deals in 2025 was 9,019, with a deal count increase of 5.9% year-over-year [7]. - Buyout/LBO transactions accounted for $616.6 billion, reflecting a 57.4% increase compared to 2024 [7]. Fundraising - Fundraising in 2025 was noted as the weakest since 2020, with significant declines in both fund count and capital raised, despite increasing exit activity [12]. - The dry powder in the PE market reached an all-time high of $1.1 trillion, indicating potential for future deal-making [12]. Performance - The report highlights a bifurcation in the market, with large, high-conviction investments performing well, while lower and middle market activities remained muted [72]. - The healthcare sector saw a notable increase in deal value, driven by a few mega-transactions, with a 43.4% rise in total PE-backed healthcare deal value [72]. Valuations - Median global M&A EV/EBITDA multiples reached 10x, recovering from previous lows and indicating a strong valuation environment for PE deals [81]. - PE buyout valuations showed a mixed trend, with EBITDA multiples adjusting down slightly to 12.3x, while revenue multiples increased significantly to 2.5x [82].