ELECTRONIC ARTS INC. FY 2026 10-K, explained in plain English

Key financials — as reported

Total revenue	$7.5B
Gross margin	79.0%
Operating income	$1.2B
Net income	$887.0M
Diluted EPS	$3.51
Cash & equivalents	— not reported
Total assets	$13.1B
Long-term debt	— not reported

Key takeaway

EA's fiscal 2026 revenue grew only 1 percent to $7,531 million while operating income dropped 24 percent due to a 9 percent rise in operating expenses.

🔒 4 more takeaways in the full analysis

Beneath the surface

Despite reporting a $5.0 billion buyback authorization, EA suspended repurchase activity mid-year specifically 'in contemplation of the Merger,' showing capital allocation is now constrained by the pending acquisition rather than normal capital-return policy.

🔒 4 more insights a headline reader would miss