Electronic Arts (EA) delivered mixed results in Q1 FY2026 on revenue of $2.0B versus the $1.5B estimate (+18.9% YoY) and EPS of $0.20. The next Electronic Arts (EA) earnings date is Nov 3, 2026. Below is the full Electronic Arts earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Electronic Arts (EA) Earnings Analysis — key stats
Next earnings date
Nov 3, 2026
Latest reported quarter
Q1 FY2026
Earnings verdict
Mixed
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±2.1% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±1.2% (options-derived · into Nov 3, 2026)
Institutional ownership
127.7% (13F as of 2026-06-30)
Top 10 holders
53.8% (of shares outstanding)
Insider activity
0 buys / 12 sells (recent Form 4 filings)
Revenue
$2.0B (vs $1.5B est · +36.4% surprise · +18.9% YoY)
EPS
$0.20 (vs $0.78 est · -74.2% surprise · +97.5% YoY)
Share price
$209.70 (+0.0%)
Market cap
$52.9B
Electronic Arts (EA) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 FY2027
$2.0B vs $1.5B est
$0.20 vs $0.78 est
-74.2%
-0.1%
Mixed
Q1 FY2027
$1.9B vs $2.0B est
$1.50 vs $2.39 est
-37.2%
-0.5%
Miss
Q4 FY2026
$3.0B vs $2.9B est
$4.82 vs $4.72 est
+2.1%
-3.3%
Beat
Q3 FY2026
$1.8B vs $1.9B est
$1.21 vs $1.30 est
-6.9%
-0.1%
Mixed
Q2 FY2026
$1.7B vs $1.2B est
$0.25 vs $0.11 est
+125.8%
+2.8%
Beat
Q1 FY2026
$1.9B vs $1.6B est
$1.54 vs $1.05 est
+46.7%
+0.5%
Beat
Q4 FY2025
$1.9B vs $2.3B est
$2.83 vs $3.41 est
-17.0%
+6.2%
Miss
Q3 FY2025
$2.0B vs $2.0B est
$2.15 vs $2.03 est
+5.9%
+3.4%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
10.0%
25.0M
$5.1B
-0.4%
Public Investment Fund
9.9%
24.8M
$5.1B
+0.0%
Vanguard Capital Management LLC
6.2%
15.6M
$3.2B
+0.6%
State Street Corp
5.6%
14.0M
$2.9B
-0.7%
Pentwater Capital Management LP
5.4%
13.5M
$2.8B
+5.2%
Vanguard Portfolio Management LLC
4.6%
11.4M
$2.3B
+2.4%
Invesco Ltd.
3.6%
8.9M
$1.8B
+69.1%
Farallon Capital Management LLC
3.2%
7.9M
$1.6B
+6.0%
Geode Capital Management, LLC
3.0%
7.6M
$1.5B
+0.4%
Citadel Advisors LLC
2.4%
5.9M
$1.2B
+103.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Ueberroth Heidi
director
2026-08-04
Sell
13K
$2.7M
Ueberroth Heidi
director
2026-08-04
Sell
1K
—
Ubinas Luis A
director
2026-08-04
Sell
1K
—
Simonson Richard A
director
2026-08-04
Sell
83K
$17.5M
Simonson Richard A
director
2026-08-04
Sell
1K
—
Hoskins Roche L Talbott
director
2026-08-04
Sell
27K
$5.7M
Hoskins Roche L Talbott
director
2026-08-04
Sell
1K
—
Huber Jeff
director
2026-08-04
Sell
2K
$458640
What you'll find
Next Electronic Arts (EA) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Electronic Arts reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Electronic Arts (EA)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Electronic Arts's next earnings date?
Electronic Arts's (EA) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Electronic Arts (EA) beat or miss earnings?
In Q1 FY2026, Electronic Arts (EA) posted mixed results — revenue of $2.0B versus the $1.5B estimate (+36.4% surprise) and EPS of $0.20 versus $0.78 expected (-74.2% surprise). Magnisto decodes every Electronic Arts (EA) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Electronic Arts beat earnings estimates?
Over its last 8 reported quarters, Electronic Arts (EA) beat Wall Street EPS estimates 4 times, most recently a mixed result in Q2 FY2027. Magnisto tracks every Electronic Arts (EA) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Electronic Arts stock move after earnings?
Over its last 8 quarterly reports, Electronic Arts (EA) moved an average of ±2.1% the day after earnings — ranging from -3.3% (Q4 FY2026) to +6.2% (Q4 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±1.2% (derived). Magnisto tracks the realized post-earnings move for every Electronic Arts (EA) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Electronic Arts?
Institutions hold about 127.7% of Electronic Arts's (EA) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (10.0%), Public Investment Fund (9.9%), Vanguard Capital Management LLC (6.2%). Magnisto lists Electronic Arts's (EA) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Electronic Arts (EA)?
In the most recent Form 4 filings Magnisto tracks, Electronic Arts (EA) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Electronic Arts (EA) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Electronic Arts (EA), anchored to the current $209.70 share price, so you can weigh the bull, base and bear cases for Electronic Arts side by side.
Is Electronic Arts (EA) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Electronic Arts fits your own thesis and risk profile. This is research, not investment advice.