Electronic Arts Beats First-Quarter Bookings Forecasts Ahead of Big Game Launches

The company posted net bookings of $1.3 billion for the quarter, beating analysts’ estimates. (Photograph by Patrick T. Fallon/Bloomberg)

Electronic Arts’ fiscal year is off to a solid start, as the video game company beat quarterly bookings expectations ahead of a crucial few months for game releases.

EA posted earnings of 79 cents a share for its fiscal first quarter, above management’s forecasted range of 49 to 66 cents. Net bookings totaled $1.3 billion, up from $1.26 billion last year and above the consensus call of $1.25 billion from analysts tracked by FactSet.

The earnings print came ahead of a busy few months for EA. On Thursday, the company will reveal multiplayer gameplay from Battlefield 6. The new iteration of the popular shooter franchise doesn’t have a release date yet, but EA says it will be a centerpiece of the company’s fiscal 2026.

Meanwhile, the football game Madden NFL 26 launches on Aug. 14, and FC 26, the latest version of the developer’s flagship soccer franchise, will go live on Sept. 26.

“We delivered a strong start to FY26, outperforming expectations ahead of what will be the most exciting launch slate in EA’s history,” said CEO Andrew Wilson.

The company expects net bookings of between $1.8 billion and $1.9 billion in the second quarter, which would mean a decline from $2.08 billion last year. However, it reiterated full-year bookings expectations of $7.6 billion to $8 billion, which would be above last year’s $7.36 billion market.

EA stock dropped 2.8% Tuesday ahead of the earnings release. The company is up less than 1% in 2025, while the Nasdaq Composite has gained about 8%.

Corrections & Amplifications: Electronic Arts recorded earnings of 79 cents a share for its fiscal first quarter. A previous version of this article incorrectly said it was 57 cents.

Write to Nate Wolf at nate.wolf@barrons.com