13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Consumer Discretionary

ELECTRONIC ARTS INC EA

Electronic Arts is the world's leading developer and publisher of interactive entertainment software. Its core revenue comes from sports games (such as global football, American football) and real-time services. FY26 net bookings reached US$8.026 billion, a year-on-year increase of 9%, driven by the successful launch of "Battlefield 6" and the growth of real-time services. The company is being acquired by an investment consortium with an enterprise value of approximately US$55 billion in all cash, forming a key investment node at the moment.

Sources Company earnings and call materials quartr.com
Services-Misc. Amusement & Recreation

Company profile

Business mix

  • Revenue mainly comes from initial sales of game software and live services. The latter includes micro-transactions, subscriptions, etc., and is the core driver of growth.
  • Core products include well-known masterpieces such as EA SPORTS series (FC, Madden NFL), Battlefield, and Apex Legends.
  • FY26 net income was US$7.531 billion, a year-on-year increase of 1%; net bookings hit a new high of US$8.026 billion; operating cash flow was US$2.553 billion, and free cash flow was US$2.323 billion.

Current key questions

  • The company is in the process of being acquired by a consortium composed of Saudi PIF, Silver Lake, and Affinity for an all-cash acquisition of US$210 per share, with a total consideration of approximately US$55 billion, which still needs to pass remaining regulatory reviews.
  • The acquisition transaction has been approved by the board of directors and shareholders, and the only remaining risk is the progress of regulatory review and the uncertainty of the completion time.
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 57.84 FCF 4.56% Buyback 4.17%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 2.2% $196.9M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $196.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +965,793 / 0
Soros Fund Management George Soros 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$22.2M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 289.5% 13F value change +$65.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 125.4% 13F value change +$109.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +965,793 (New) Total shares 965,793 Value $196.9M

Recent mentions

No public mentions.