Electronic ArtsNASDAQ: EA

EA shares are benefiting from demand for live services and full game revenues. However, sluggish packaged goods revenues and intense competition are headwinds.

On Tuesday morning, investors will get insights into consumer spending from the earnings reports of Walmart and Lowe's, while SpaceX prepares for another launch.

Electronic Arts (NYSE: EA) has increased by more than 25%, going from $130 in early 2022 to $160 now, which matches the performance of the S&P 500 index during this time. The company has experienced strong sales growth in recent years, even with slow consumer spending.

In the second quarter of 2025, EA earned $2.03 billion in revenue, which is a 5.80% increase compared to the previous year. This growth is mainly due to the success of the company's full games segment. EA is also working to improve its profit margins by concentrating on its live service segment, aiming to boost revenue while keeping production costs low.

EA's financial results for the second quarter of fiscal 2025 show an increase in the demand for live services and revenue from full games.

Wedbush analysts have reaffirmed their support for Electronic Arts Inc (NASDAQ:EA, ETR:ERT) after the company raised its full-year forecast due to record net bookings in the second quarter. They noted that EA is starting to show strong earnings growth thanks to rising revenues and the benefits of operating leverage. This positive outlook came after the company's results were announced on Tuesday.

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Today, Electronic Arts Inc. (NASDAQ: EA) shared details about how fans have interacted with EA SPORTS FC™ 25 since its early access and during the first 25 days after its global launch on September 27*. Players from over 200 countries have participated in more than 1.7 billion matches and scored a total of 4.3 billion goals so far, with Real Madrid being the most popular men's team and FC Barcelona the most popular women's team.

Electronic Arts Inc. (NASDAQ:EA) will hold its Q2 2025 Earnings Conference Call on October 29, 2024, at 5:00 PM ET. The call will feature company representatives including Andrew Uerkwitz, the VP of Investor Relations, CEO Andrew Wilson, and CFO Stuart Canfield. Various analysts from firms like Baird, ROTH Capital, and UBS will also participate in the call.

Electronic Arts (EA) reported quarterly earnings of $2.15 per share, which is higher than the Zacks Consensus Estimate of $2.03 per share. This is an increase compared to last year's earnings of $1.46 per share.