🔹 Revenue: $1.67B (Est. $1.24B) 🟢
🔹 EPS: $0.79 (Est. $0.63) 🟢
🔹 Net Bookings: $1.30B (Est. $1.29B) 🟢
Q2 Guide:
🔹 EPS: $0.29–$0.46 (Est. $0.79) 🔴
🔹 Revenue: $1.75B–$1.85B (Est. $2.00B) 🔴
🔹 Net Bookings: $1.80B–$1.90B (Est. $2.01B) 🔴
🔹 Net Income: $73M–$117M
Other Q1 Metrics:
🔹 Net Income: $201M; DOWN -28% YoY
🔹 Operating Cash Flow: $17M vs. $120M YoY
🔹 Shares Repurchased: 3.0M for $375M
🔹 Dividend Declared: $0.19/share
CEO & CFO Commentary
🔸 “Strong Q1 start with broad portfolio outperformance and resilience in live services.” – CEO Andrew Wilson
🔸 “We remain confident in our full-year guidance and long-term margin framework.” – CFO Stuart Canfield
🔸 Q2 bookings impacted by timing shift of FC 26 Ultimate Edition content to Q3
🔸 Upcoming slate includes Madden NFL 26 and the launch of Battlefield 6