Battlefield 6 Hits Big but Net Income Plummets... Gaming Giant on the Brink of Major Acquisition

Electronic Arts Inc. (“EA”) today reported preliminary results for the third quarter of fiscal year 2026, ended December 31, 2025. The company posted record quarterly net bookings of $3.046 billion, while GAAP net revenue totaled $1.9 billion and net income was $88 million, down from $293 million in the same period last year.

EA declared a quarterly dividend of $0.19 per share, payable March 18, and reaffirmed its previously announced $55 billion all-cash acquisition agreement with the Public Investment Fund of Saudi Arabia, Silver Lake and Affinity Partners, originally disclosed in September 2025. Due to the pending transaction, EA will not host an earnings conference call for this quarter.

On March 17, the Wilson Family 2015 Trust, managed by CEO Andrew Wilson and his family, sold approximately 5,000 shares on the open market, raising about $1 million. The family still holds an indirect stake of roughly 74,900 shares across two trusts, valued at about $15 million.

According to EA’s release, the quarter’s net bookings growth was driven by the launch of Battlefield 6 and strong live-service revenue from key franchises such as EA SPORTS FC and Apex Legends. Upon closing, EA will become a privately held company owned by the investment consortium, with shareholders to receive $210 in cash per share. The transaction is expected to close in the first quarter of fiscal year 2027.

Founded in 1982 and headquartered in Redwood City, California, Electronic Arts is a leading global video-game publisher, with marquee IP including EA SPORTS FC, Madden NFL, Battlefield, Apex Legends and The Sims across console, PC and mobile platforms. As the industry shifts toward live services and in-game monetization amid ongoing M&A and restructuring, EA is concentrating on its largest franchises and driving cost efficiencies while advancing this major private-equity acquisition.