艺电 2026年季度报告

FORM 10-Q ELECTRONIC ARTS INC. Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange As of January 29, 2026, there were 250,253,713 shares of the Registrant’s Common Stock, par value $0.01 per share, outstanding. ELECTRONIC ARTS INC.FORM 10-Q Table of Contents Part I - FINANCIAL INFORMATION Item1.Condensed Consolidated Financial Statements (Unaudited)Condensed Consolidated Balance Sheets as of December 31, 2025 and March 31, 20253Condensed Consolidated Statements of Operations for the Three and Nine Months Ended December 31,2025 and 20244Condensed Consolidated Statements of Comprehensive Income for the Three and Nine Months EndedDecember 31, 2025 and 20245Condensed Consolidated Statements of Stockholders’ Equity for the Three and Nine Months EndedDecember 31, 2025 and 20246Condensed Consolidated Statements of Cash Flows for the Nine Months Ended December 31, 2025 and20247Notes to Condensed Consolidated Financial Statements8Report of Independent Registered Public Accounting Firm30Item2.Management’s Discussion and Analysis of Financial Condition and Results of Operations31Item3.Quantitative and Qualitative Disclosures About Market Risk45Item4.Controls and Procedures47 Part II - OTHER INFORMATION Item1.Legal ProceedingsItem1A.Risk FactorsItem2.Unregistered Sales of Equity Securities and Use of ProceedsItem3.Defaults Upon Senior SecuritiesItem4.Mine Safety DisclosuresItem5.Other Information PART I – FINANCIAL INFORMATION Table of Contents ELECTRONIC ARTS INC. AND SUBSIDIARIESNOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (1) DESCRIPTION OF BUSINESS AND BASIS OF PRESENTATION Electronic Arts is a global leader in digital interactive entertainment. We develop, market, publish and deliver games, content andservices that can be experienced on game consoles, PCs, and mobile devices. We create innovative games and experiences that deliverhigh-quality interactive entertainment and drive engagement across our global network of hundreds of millions of players. Throughour live services offerings, we offer high-quality experiences designed to provide value to players and extend and enhance gameplay.These live services include extra content, subscription offerings and other revenue generated in addition to the sale of our full games. Our fiscal year is reported on a 52- or 53-week period that ends on the Saturday nearest March31. Our results of operations for thefiscal year ending March31, 2026 contains 52 weeks and ends on March 28, 2026. Our results of operations for the fiscal year endedMarch31, 2025 contained 52 weeks and ended on March 29, 2025. Our results of operations for the three and nine months endedDecember 31, 2025 contained 13 weeks and 39 weeks, respectively, and ended on December 27, 2025. Our results of operations for The Condensed Consolidated Financial Statements are unaudited and reflect all adjustments (consisting only of normal recurringaccruals unless otherwise indicated) that, in the opinion of management, are necessary for a fair presentation of the results for theinterim periods presented. The preparation of these Condensed Consolidated Financial Statements requires management to makeestimates and assumptions that affect the amounts reported in these Condensed Consolidated Financial Statements and accompanyingnotes. Actual results could differ materially from those estimates. The results of operations for the current interim periods are not These Condensed Consolidated Financial Statements should be read in conjunction with the Consolidated Financial Statements andNotes thereto included in our Annual Report on Form 10-K for the fiscal year ended March31, 2025, as filed with the United States Proposed Merger On September 28, 2025, we entered into a definitive agreement (the “Merger Agreement”) with Oak-Eagle AcquireCo, Inc. (“Parent”)and Oak-Eagle MergerCo, Inc., a wholly owned subsidiary of Parent (“Merger Sub”). Parent and Merger Sub are entities formed by aninvestor consortium comprised of The Public Invest