Electronic Arts (EA)
Communication Services · Video games and digital entertainment
Global digital entertainment company that develops and publishes games across consoles, PC, and mobile, driven by live-services revenue and owned franchises like EA Sports, Apex Legends, and The Sims.
What Electronic Arts does
Electronic Arts is a global leader in digital interactive entertainment that develops, markets, publishes, and delivers games and content across game consoles, PCs, and mobile devices. The company generates 71% of its net revenue from digital live services and other offerings, including subscription services and in-game content purchases. EA operates iconic franchises including EA Sports FC, Madden NFL, College Football, Apex Legends, Battlefield, and The Sims, with live services like Ultimate Team generating substantial material revenue. The company distributes products through partnerships with console manufacturers (Sony, Microsoft), direct digital channels, and subscription services.
Themes: ["Live services and battle pass monetization","Sports gaming franchises","Free-to-play games","Cross-platform gaming (console/PC/mobile)","In-game content and cosmetics","Gaming subscriptions","Player community engagement","Gaming IP portfolio"]
Fundamentals
- Price$206.56 as of 2026-07-09 close
- Market cap$51.5B as of 2026-07-10
- 1-year return+34.2% as of 2026-07-09 close
- P/E58.02 as of 2026-07-10
- Net margin+11.8% as of 2026-07-10
- Gross margin+79.0% as of 2026-07-10
- ROE+14.2% as of 2026-07-10
- Debt / equity0.22 as of 2026-07-10
- Revenue growth (YoY)+0.9% as of 2026-07-10
- Revenue CAGR (3y)+0.5% SEC XBRL
- Beta0.65 as of 2026-07-10
Dividend: yield +0.4%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Live services revenue concentration: Ultimate Team and sports franchise live services represent a material portion of total revenue and are dependent on ongoing player engagement and spending patterns","Platform and distribution dependency: Direct sales to Sony and Microsoft represented approximately 55% of total revenue, creating significant concentration risk with key console partners","Market competition and player engagement volatility: Competition in digital entertainment, shifting player preferences, and changing monetization models could impact future growth"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.