Electronic Arts Inc. EA
Aug 5, 2026, 9:30 AM EDT
- YTD
- +2.63%
- 1 year
- +32.95%
Discussion (495)
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Age of Empires? Lol will be great but this is mailny pc driven. No chance of highest grossing title
Look at $AMD also gave lower outlook but goes up again after being crushed by 7%.Same will happen to EA because the results were great and outlook ist just slightly missed. Same story. Gaming is growing and next gen consoles are around the corner
If this is not moving to 115 tomorrow Indont know what investors expect. Come on outlook 1,15B vs 1,2B. Income 0,93 vs 0,96....... WTF
Their outlook is 0,05B below street. Ridiculous... all other numbers are phenomenal. We are in the phase of a console generation shift. These results are extremely good!!
I think there was a huge misalignment with revenue and net bookings metric in the reporting street vs results. They referenced the wrong numbers. I have seen this happening with $TTWO earnings already when they changed their reporting guidelines. So stupid we have those high paid investors and they cant read an earnings report ...
Also very weird street estimated 1,96B$ in revenue. The number they should be quoting is net bookings and not revenue
So weird what’s happening here
In fact their outlook is extremely good. Console business will be declining in the ne xt 2 quarters because everybody safes the money for next gen. This is nothing new! Look back at 2013 before PS4 launch.
So its even more fascinating that they can grow business by 30% vs previous year with their existing catalog of live content games. This means higher margin, higher EPS due to lower development costs shown in Q4 Outlook. EA right now should be 120$
I really dont get it. Also their outlook is good higher EPS then street and just 1,15 vs 1,2B in revenue difference. Really why the hell is this down 5% it should be up 5%
I dont get it whats wrong with earnings?
Should be solid earnings. EA has a strong live content game setup which can bring in good revenue for the next quarters till we have the new consoles. Investors shouldnt have an eye on the release slate because this will be mostly definately next gen games! So these companies rule who have the best established IP right now long term. I believe that is EA and Take Two.
Jedi Fallen order similar to RDr2 will be good additional sales throughout the ywar. I think EA learned that you can make money with SP games. And who knows maybee respawn has a suprise and releases a mp part for free?
