Strong Q1 Performance: EA reported net bookings of $1.3 billion for Q1 FY '26, a 3% increase year-over-year and exceeding guidance expectations. Full game net bookings were particularly strong at $214 million, up 27%, driven by successful titles such as Split Fiction and a resurgence of Star Wars Battlefront II, highlighting the resilience of core franchises.

Challenges Ahead: For Q2 FY '26, EA anticipates net bookings to decline by 9% to 13%, projected at $1.8 billion to $1.9 billion. This expected decrease is largely due to previous atypical demand for the College Football franchise, which resulted in a hard comparison against last year's launch and a significant 4-point headwind relating to the EA SPORTS FC deluxe edition content.

Strategic Focus and Community Engagement: EA is committed to a community-centric approach for its games¡ªspecifically FC 26 and the American Football ecosystems¡ªincluding Madden and College Football. The anticipation for EA SPORTS FC 26 remains high, with positive early sentiment observed prior to the September 26 launch, underscoring EA's strategy to deepen engagement for core player communities.