Electronic Arts Inc.

Electronic Arts Inc. develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands. The company licenses its games to third parties to distribute and host its games. It markets and sells its games and services through digital distribution and retail channels, as well as directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.

Electronic Arts Inc. trades as EA on NASDAQ. The company is classified in Communication Services / Electronic Gaming & Multimedia and reports in USD.

The current profile places the business in Electronic Gaming & Multimedia. This section is intended to summarize the operating segments, products, geographies, and main revenue lines from official filings.

Latest available fiscal data shows $7.53B of revenue and $887.00M of net income.

Use this area for management strategy, capital allocation priorities, target markets, and measurable goals from the latest annual report or investor presentation.

The app now provides the structure, but exact strategic claims should come from official company documents before being treated as a finished investment thesis.

Electronic Arts Inc. can be compared against peers such as Celestica Inc., Fair Isaac Corporation, Garmin Ltd., Monolithic Power Systems, Inc., NXP Semiconductors N.V., Seagate Technology Holdings plc.

A complete thesis should compare growth, margins, balance-sheet risk, valuation multiples, and market position against direct competitors.

Current signals to investigate include market capitalization of $50.90B, beta of 0.65, and return on equity of +13.1%.

This section should be validated with evidence such as durable margins, brand strength, regulation, switching costs, cost advantage, distribution, or technology.

Key risks should include financial leverage, cyclicality, customer concentration, regulatory exposure, currency risk, and execution risk.

EA currently shows total debt of $1.49B and beta of 0.65. Missing data should be treated as a research gap, not as low risk.

Production-capacity detail is not available as structured data yet. For industrial, defense, semiconductor, or real-estate companies, this should be reviewed from annual reports and investor presentations.

No structured backlog field is available yet. If the company reports backlog, review the relevant filing section before adding it to the thesis.

Use this section for major contracts, product launches, construction projects, acquisitions, or strategic programs that can materially affect valuation.

Recent filings to review: 4 (2026-05-29 00:00:00), 4 (2026-05-22 00:00:00), 4 (2026-05-22 00:00:00), 4 (2026-05-22 00:00:00).

Customer concentration is not available as structured data here. Add it from official filings when a company discloses material customers or revenue concentration.

Supplier concentration and critical supply-chain dependencies are not available as structured data here. This should be researched from annual reports and risk disclosures.

Company website: https://www.ea.com

For US-listed stocks, verify the thesis against official filings, earnings call transcripts, and company investor relations materials.