艺电2026财年净订单额及调整后EBITDA指引均逊预期

Core Viewpoint - Electronic Arts (EA) expects net bookings for the fiscal year ending March 2026 to be approximately $7.85 billion, which is below the analysts' average expectation of $8.06 billion [1] - The company anticipates adjusted EBITDA for the full year to be $2.76 billion, also lower than the market consensus of $2.93 billion, impacted by weak consumer spending and high gaming console prices [1] Summary by Category Financial Performance - EA's projected net bookings for FY2026 are $7.85 billion, falling short of the $8.06 billion forecast by analysts [1] - The expected adjusted EBITDA for the year is $2.76 billion, compared to the market expectation of $2.93 billion [1] Market Conditions - The company is facing challenges due to weak consumer spending and elevated gaming console prices, which are suppressing market demand [1] Corporate Actions - EA is preparing for a $55 billion privatization, with a consortium led by the Saudi Arabian Public Investment Fund (PIF), Silver Lake Partners, and Affinity Partners as the buyers [1]