Electronic Arts Inc. (EA) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

for the call, we will post our prepared remarks, an audio replay of this call, and a transcript. With regards to our calendar, our second quarter fiscal year 2026 earnings call is scheduled for October 28, 2025. As a reminder, we post the schedule of upcoming earnings calls for the fiscal year on our IR website. This presentation and our comments include forward-looking statements regarding future events and the future financial performance of the company. Actual events and results may differ materially from our expectations. We refer you to our most recent form 10-K for discussion of risks that could cause actual results to differ materially from those discussed today. Electronic Arts makes these statements as of today, July 29, 2025, and disclaims any duty to update them. During this call, the financial metrics, with the exception of free cash flow and non-GAAP operating margin, will be presented on a GAAP basis. All comparisons made in the course of this call are against the same period in the prior year unless otherwise stated. Now, I'll turn the call over to Andrew Wilson. Good afternoon, everyone, and thank you for joining us. I want to start by acknowledging the incredible creativity, dedication, and drive of our global teams. Thanks to their outstanding work, we delivered a strong first quarter to start FY26, landing above the high end of our guidance. This quarter's performance highlights EA's unique position in the industry, the immense creativity of our teams, unmatched production capabilities, world-class IP, and the breadth of our global player network. These differentiators power execution strength across geographies, platforms, genres, and business models. as we continue to demonstrate the durability and momentum of our business. When we look at our po...