Electronic Arts (EA) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Electronic Arts (EA) reported a revenue of $1.82 billion for the quarter ended September 2025, marking a year-over-year decline of 12.6% [1] - The earnings per share (EPS) for the same period was $1.21, down from $2.15 a year ago, indicating a significant decrease [1] - The reported revenue fell short of the Zacks Consensus Estimate of $1.86 billion by 2.45%, and the EPS also missed the consensus estimate of $1.27 by 4.72% [1] Financial Performance Metrics - Net Bookings for EA were $1.82 billion, slightly below the average estimate of $1.86 billion from six analysts [4] - Live services and other Non-GAAP Net Bookings were $1.12 billion, compared to the estimated $1.14 billion, reflecting a year-over-year decline of 10.3% [4] - Full game downloads generated Non-GAAP Net Bookings of $438 million, which was lower than the average estimate of $479.41 million, representing a year-over-year decrease of 19.6% [4] - Packaged goods for full games achieved Non-GAAP Net Bookings of $262 million, exceeding the average estimate of $255.83 million, but still showing an 8.7% decline year-over-year [4] Stock Performance - EA's shares have returned -0.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]