Key Takeaways Roblox bookings jumped 51% to $1.4B in 2Q25, with daily active users rising 41% to 111.8M.EA's 1Q26 bookings hit $1.3B, led by Global Football, Star Wars, Apex Legends and Split Fiction.RBLX faces profitability pressures, while EA gains from a stable portfolio and cultural sports partnerships.The gaming industry has entered a pivotal phase, wherein innovation, user engagement and platform expansion are reshaping investor expectations. Two names often at the center of the conversation are Roblo ...

Core Insights - Electronic Arts reported first-quarter net bookings of $1.298 billion, exceeding the consensus estimate of $1.25 billion, driven by strong performance across its game portfolio [2][3] - The company achieved net revenue of $1.671 billion and earnings per share of 79 cents for the quarter [3] - CEO Andrew Wilson expressed confidence in the company's performance, highlighting an exciting launch slate for FY26 [4] Financial Performance - First-quarter net bookings: $1.298 billion, surpassing expectations [2] - First-quarter net revenue: $1.671 billion [3] - Earnings per share for the quarter: 79 cents [3] Future Guidance - Full-year 2026 guidance for net bookings is projected between $7.60 billion and $8.00 billion, with net revenue expected between $7.10 billion and $7.50 billion [5] - Diluted earnings per share for the full year are anticipated to be in the range of $3.09 to $3.79 [5] - For the second quarter, net bookings are expected to be between $1.80 billion and $1.90 billion, with net revenue projected between $1.75 billion and $1.85 billion [6] Upcoming Titles and Strategy - The company is focusing on upcoming titles such as Madden NFL 26, Battlefield, and Skate, which are expected to drive future growth [6][7] - CFO Stuart Canfield emphasized the strong fundamentals and robust pipeline, reinforcing confidence in the full-year guidance and long-term margin framework [7]