Core Insights - LightHeaded Helmets has announced a significant partnership with Electronic Arts (EA), becoming the first luxury collectible featured in EA sports games, specifically in EA SPORTS™ College Football 26 and the 2026 Madden Bowl [1][6] - The partnership integrates in-game Name, Image, and Likeness (NIL) sponsorship opportunities, allowing players to unlock unique performance boosts by choosing LightHeaded as their sponsor [2][3] Company Overview - LightHeaded is transforming sports memorabilia by creating illuminated luxury collectibles, specifically full-size, officially licensed helmets that incorporate patented LightCore™ technology and premium materials [7] - The company has been in development for over a decade, receiving guidance from Shark Tank producers, and is now ready to launch its products nationally [4] Market Demand and Production - Interest in LightHeaded's illuminated helmets has surged throughout 2025, with early prototypes generating significant demand among fans, collectors, and athletes [5] - Manufacturing is currently underway at the company's facility in Texas, emphasizing that the helmets are made in America [5] Engagement and Visibility - The NIL integration in EA SPORTS College Football 26 is expected to generate over 4.5 million user impressions, enhancing LightHeaded's visibility within the sports and gaming communities [3] - Fans are encouraged to join the waitlist or secure pre-sale orders due to high anticipated demand for the helmets [8]

Financial Performance Highlights - TTM net bookings reached $7.4 billion[8] - Live Services accounted for 72% of total TTM net bookings[9] - TTM Return on Capital was $2.7 billion through stock repurchase program and cash dividends[7] - TTM Free Cash Flow was $1.8 billion[9] Q1 FY26 Results - Net bookings increased by 3% year-over-year to $1.298 billion[11] - Full game net bookings increased by 27% year-over-year[11] - Console net bookings increased by 2% year-over-year to $690 million[16] - PC & Other net bookings increased by 8% year-over-year to $320 million[16] FY26 Guidance - The company expects net revenue between $7.1 billion and $7.5 billion[23] - GAAP EPS is projected to be between $3.09 and $3.79[23] - The company anticipates operating cash flow between $2.2 billion and $2.4 billion[23]

Financial Highlights - FY25 net bookings reached $7430 million[10], a decrease of 1% year-over-year[10] - Live Services represented 73% of total FY25 net bookings, amounting to $5425.9 million[7, 10] - American Football delivered over $1 billion in net bookings in FY25[7] - Total FY25 Return on Capital (through Stock Repurchase Program & Cash Dividends) was $2700 million[7] - FY25 Free Cash Flow was $1900 million[7] Q4 FY25 Performance - Q4 FY25 net bookings totaled $1799 million[9], an increase of 8% year-over-year[9] - Full game net bookings in Q4 FY25 were $384 million[9], up 48% year-over-year[9] - Live services and other net bookings in Q4 FY25 were $1415 million[9], up 1% year-over-year[9] FY26 Guidance - The company expects FY26 net revenue to be between $7100 million and $7500 million[19] - GAAP EPS for FY26 is projected to be in the range of $309 to $379[19] - The company anticipates operating cash flow for FY26 to be between $2200 million and $2400 million[19]