Highlights
- EA reports $254M net mobile revenue amid annual decline.
- Net bookings jump 38% to $3.046B, driven by EAFC Mobile.
- Battlefield 6 sets franchise engagement records as console leads revenue.
Electronic Arts reported $254 million USD in mobile net revenue for the third quarter (Q3) of FY26, an 8% year-over-year (YoY) decrease. Mobile contributed about 13% of total quarterly net revenue, which reached $1.901B.
The company pointed to EA SPORTS FC (EAFC) Mobile as a central contributor to net bookings across the period.
The mobile revenue continued to decline sequentially, falling from $290M in Q1 to $275M in Q2. Deferred mobile net revenue under GAAP reached $55M, improving from negative $2M in Q1 and rising from $1M in Q2 and $24M in the prior year quarter.
EA Net Bookings Growth Led by FC Mobile and Battlefield 6
Quarterly net bookings climbed 38% YoY to $3.046B. EAFC bookings rose at a high single-digit rate, excluding deluxe edition timing, supported by Ultimate Team and EAFC Mobile engagement. Apex Legends also delivered double-digit bookings growth through new content and live events.
Platform revenue remained led by console at $1.2B, followed by PC and other platforms at $465M. Battlefield 6 set franchise engagement records and ranked as 2025’s best-selling shooter. It sold approximately 20M units and reached a peak of 747,440 concurrent players on Steam.
Meanwhile, revenue mix trends showed full game sales rising 6% to $632M, while live services slipped 1% YoY to $1.269B. Total net revenue still increased 1% versus Q3 FY25.
EA also updated investors on its pending $55B sale to a consortium led by Saudi Arabia’s Public Investment Fund (PIF). “The transaction is expected to close in the first quarter of fiscal 2027 and is subject to customary closing conditions, including receipt of required regulatory approvals,” the company stated.
The firm skipped an earnings call due to the deal and has stated that creative control will remain unchanged post-transaction. Despite mobile’s YoY decline, strong bookings growth and franchise performance reinforced EA’s broader revenue stability heading into its pending ownership transition.
