Electronic Arts is a global leader in digital interactive entertainment that develops, publishes, and delivers games, live services, and related content across consoles, PCs, and mobile devices.

# Electronic Arts Inc.

## Overview
Electronic Arts is a global leader in digital interactive entertainment. The company develops, markets, publishes, and delivers games, content, and services across consoles, PCs, and mobile devices. EA focuses on building online communities around key franchises and tying interactive storytelling to intellectual property. It offers live services in addition to full games, including extra content, subscriptions, and ongoing revenue streams.

## Products and services
- Diversified catalog spanning sports, racing, first-person shooter, action, role-playing, and simulation genres.
- Live-service franchises and major titles include the EA SPORTS franchises (EA SPORTS FC and Madden NFL), The Sims, Apex Legends, and Battlefield.
- Revenue models include one-time purchases, subscriptions, and free-to-play elements.

## Revenue mix and scale (fiscal year ended March 31, 2026)
- Live services and other net revenue: 71% of total net revenue.
- International net revenue: 60% of total net revenue.
- Console distribution relationships:
  - Direct sales to Sony: approximately 39% of total net revenue.
  - Direct sales to Microsoft: approximately 16% of total net revenue.
- Platform reach and player base:
  - Serves hundreds of millions of players globally across consoles, PCs, and mobile devices.

## Distribution channels and partnerships
- Console platforms: contracts with Sony and Microsoft to publish titles; publishers may receive either wholesale pricing or royalties.
- Mobile distribution: apps distributed through Apple and Google; storefronts typically set terms and may be terminated on short notice.
- PC distribution: available via the EA app, EA storefront, and third-party stores such as Steam; publishing agreements with partners including Tencent, Nexon, and Garena in certain countries.
- Licensing and IP partnerships: combines licensed IP (for example, sports leagues and Star Wars rights licensed from Disney) with owned IP.

## Intellectual property and technology
- Uses a mix of owned and licensed IP protected by copyrights, trademarks, patents, trade secrets, and contracts.
- Invests in technology and is integrating artificial intelligence into products and services.

## People and organization
- Approximately 14,600 employees globally as of March 31, 2026.
- About 71% of employees are located outside the United States.

## Monetization and key franchises
- Ultimate Team is a core source of live-service revenue.
- EA develops and monetizes both paid and free-to-play experiences through live-service content, subscriptions, and in-game virtual items.
- Key IP references include EA SPORTS franchises (EA SPORTS FC and Madden NFL), The Sims, Apex Legends, Battlefield, and licensed properties such as Star Wars.

## Investor information
EA publishes investor information on EA.com and through its investor relations channels, including disclosures on live-service revenue share, international revenue mix, and major platform relationships.

Electronic Arts Inc. is a global leader in digital interactive entertainment, developing, marketing, publishing, and delivering a wide range of video games and related services across multiple platforms.

# Company Summary: Electronic Arts Inc.

## Business Overview
- **Industry:** Digital interactive entertainment (video games and related services)
- **Global Leader:** Develops, markets, publishes, and delivers games, content, and services across multiple platforms including game consoles, PCs, and mobile devices.

## Core Offerings
- **Game Genres:** Sports, racing, first-person shooter, action, role-playing, and simulation.
- **Key Franchises & Content:**
  - EA SPORTS franchises (e.g., FIFA, Madden NFL, EA SPORTS College Football)
  - The Sims
  - Apex Legends
  - Battlefield
- **Revenue Model:**
  - Sales of full games (digital downloads and physical packaged goods)
  - Live services (additional content, subscriptions, and in-game purchases)
  - Free-to-play games
  - Licensing games and content to third parties
- **Live Services:** 
  - Account for 73% of total net revenue in fiscal year 2025
  - Core to revenue, especially via the Ultimate Team modes in sports franchises
  - Includes extra content, subscriptions, and ongoing in-game events

## Distribution Channels
- **Consoles:** Partnered with Sony and Microsoft; direct sales to these companies accounted for 39% and 17% of net revenue in FY2025.
- **PC & Mobile:**
  - Distributed via third-party storefronts like Steam, Apple App Store, Google Play, Tencent, Nexon, and Garena
  - Mobile offerings include free-to-play models
- **Distribution Methods:** Digital distribution, retail, licensing agreements, and third-party publishing

## Customers & Engagement
- **Player Base:** Hundreds of millions of players worldwide
- **Customer Interaction:** Across multiple devices—consoles, PCs, mobile
- **Business Models:** Traditional purchase, subscription, and free-to-play
- **Key Revenue Contributors:**
  - EA SPORTS FC franchise
  - American football franchises (EA SPORTS College Football)
  - Apex Legends, The Sims

## Financial Highlights (Fiscal Year Ended March 31, 2025)
- **Total Revenue:** $7.463 billion (down 1% year-over-year)
- **Net Income:** $1.121 billion
- **Diluted Earnings Per Share:** $4.25
- **Total Employees:** Approximately 14,500 globally (68% international)
- **Cash & Investments:** $2.248 billion in total (cash, equivalents, and short-term investments)
- **Shareholders & Stock Info:**
  - Approximately 250.8 million shares outstanding (as of May 8, 2025)
  - Stock traded on Nasdaq under symbol **EA**
  - Paid quarterly dividends of $0.19 per share, totaling $199 million in FY2025
  - $5 billion authorized share repurchase program, with $1 billion repurchased in February 2025 via an accelerated share repurchase agreement

## Additional Context
- **Growth Focus:** Building online communities around franchises, connecting storytelling with IP, expanding in-game monetization
- **Development & R&D:** Focused on innovation, including artificial intelligence integration
- **Human Capital:** Emphasizes attracting, developing, and retaining top talent across global offices
- **Market & Competition:** Operates in a highly competitive, rapidly changing market, facing competition from diversified large firms, start-ups, and other entertainment mediums

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**Note:** All data pertains to fiscal year ending March 31, 2025.

Electronic Arts (EA) is a global leader in digital interactive entertainment, renowned for developing and publishing popular video game franchises and live service experiences.

# Electronic Arts

## Overview
Electronic Arts (EA) is a global leader in digital interactive entertainment, focusing on the development, marketing, publishing, and distribution of video games, content, and services. EA titles are available on consoles, PC, mobile phones, and tablets.

## Key offerings
- Intellectual property:
  - Wholly-owned franchises: Apex Legends, Battlefield, The Sims
  - Licensed franchises: EA SPORTS FC, EA SPORTS Madden NFL
- Game experiences:
  - Annualized sports titles (for example, EA SPORTS FC)
  - Live services such as Ultimate Team, which let players build and compete with personalized teams

## Customer base
EA reports hundreds of millions of unique active accounts worldwide, reflecting a large and engaged player community.

## Financial performance
- Fiscal year 2024:
  - Approximately 73% of total net revenue was derived from digital live services and extra content
  - Revenue from the global football franchise (EA SPORTS FC) was an important contributor to overall earnings

## Workforce
As of March 31, 2024, EA employed around 13,700 people globally, with 66% of employees located outside the United States.

## Revenue streams and business model
- Live services: subscription offerings and extra content purchases (such as Ultimate Team) are material contributors to revenue
- Sales channels: products are distributed through digital stores (EA app, Steam, console stores) and traditional retail

## Industry trends
EA adapts to rapid technological advances and shifting consumer preferences to maintain competitiveness and improve player engagement and experiences.

## Summary
Electronic Arts maintains a strong portfolio of popular franchises and a large, engaged customer base. With a major focus on live services and ongoing investment in game experiences, EA is prepared to respond to future trends in the gaming industry.

ELECTRONIC ARTS INC.

10-K / May 11, 2026

10-K / May 13, 2025

10-K / May 22, 2024

10-K / May 11, 2026

Electronic Arts Inc.

Overview

Products and services

Revenue mix and scale (fiscal year ended March 31, 2026)

Distribution channels and partnerships

Intellectual property and technology

People and organization

Monetization and key franchises

Investor information