Electronic Arts reported Q4 revenue of $2.12 billion, surpassing estimates, driven by steady sports and live service franchises despite ongoing restructuring. The company posted net income of $461 million and saw a 23% increase in operating cash flow to $2.55 billion. Full-year bookings hit a record $8.03 billion, boosted by Battlefield 6, while Apex Legends and Global Football showed year-over-year growth. EA is focusing on live service games and sports franchises as it prepares to close a major acquisition deal with a consortium including Saudi Arabia's Public Investment Fund by June 2026. Analysts remain neutral with a $210 price target, noting cautious outlooks for Battlefield 6 but positive views on other franchises.
