Form 8-K

8-K — ELECTRONIC ARTS INC.

Accession: 0000712515-26-000053

Filed: 2026-05-05

Period: 2026-05-01

CIK: 0000712515

SIC: 7372 (SERVICES-PREPACKAGED SOFTWARE)

Item: Results of Operations and Financial Condition

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — ea-20260501.htm (Primary)

EX-99.1 (earningspressrelease2026_0.htm)

GRAPHIC (earningspressrelease_q4fy2a.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: ea-20260501.htm · Sequence: 1

ea-20260501

0000712515false00007125152026-05-012026-05-01

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

Date of report (Date of earliest event reported) May 1, 2026

ELECTRONIC ARTS INC.

(Exact Name of Registrant as Specified in Its Charter)

Delaware 0-17948 94-2838567

(State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)

209 Redwood Shores Parkway, Redwood City, California 94065-1175

(Address of Principal Executive Offices) (Zip Code)

(650) 628-1500

(Registrant’s Telephone Number, Including Area Code)

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class Trading Symbol Name of Each Exchange on Which Registered

Common Stock, $0.01 par value EA NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933(17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company

☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

☐

Item 2.02 Result of Operations and Financial Condition.

On May 5, 2026, Electronic Arts Inc. ("Electronic Arts" or “EA”) issued a press release announcing its financial results for the fourth quarter and fiscal year ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1.

Neither the information in this Form 8-K nor the information in the press release attached hereto as Exhibit 99.1 shall be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 8.01 Other Events.

On May 1, 2026, the Audit Committee of EA, on behalf of EA’s full Board of Directors declared a cash dividend of $0.19 per share of EA's common stock. The dividend is payable on June 17, 2026 to stockholders of record as of the close of business on May 27, 2026.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No. Description

99.1

Press release dated May 5, 2026, relating to Electronic Arts Inc.’s financial results for its fourth quarter and fiscal year ended March 31, 2026.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

INDEX TO EXHIBITS

Exhibit No. Description

99.1

Press release dated May 5, 2026, relating to Electronic Arts Inc.’s financial results for its fourth quarter and fiscal year ended March 31, 2026.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ELECTRONIC ARTS INC.

Dated: May 5, 2026 By: /s/ Stuart Canfield

Stuart Canfield

Chief Financial Officer

EX-99.1

Filename: earningspressrelease2026_0.htm · Sequence: 2

Document

Exhibit 99.1

EA Delivers Record Fiscal Year in Net Bookings and Operating Cash Flow, Underpinned by a Successful Battlefield 6 Launch and Live Services Portfolio Growth

REDWOOD CITY, CA. – May 5, 2026 – Electronic Arts Inc. (NASDAQ: EA) today announced preliminary financial results for its fourth quarter and fiscal year ended March 31, 2026.

“Driven by our talented teams and disciplined execution, we delivered a record FY26, highlighted by the incredibly successful launch of our iconic Battlefield franchise,” said Andrew Wilson, CEO of Electronic Arts. “With the recent completion of a debt process that was met with strong investor demand and our ongoing constructive engagement with regulators, we look ahead to closing the transaction and the opportunities it will unlock.”

Selected Operating Highlights and Metrics

•Net bookings1 were a record $8.026 billion in FY26, up 9% year-over-year.

•Battlefield 6 was the best performing Battlefield in a fiscal year setting numerous franchise fiscal year records.

•Global Football net bookings was up mid-single-digits for FY26 with growth across EA SPORTS FC 26, FC Online, and FC Mobile.

•Apex Legends delivered its strongest net bookings quarter of the fiscal year in Q4 reflecting continued momentum as engagement and monetization continue to improve. For FY26, Apex Legends net bookings finished up double digits year-over-year.

Selected Financial Highlights and Metrics

•Net revenue for FY26 was $7.531 billion, up 1% year over year.

•Net cash provided by operating activities was $580 million for the quarter and $2.553 billion for the fiscal year, up 6% and 23% year over year, respectively.

Dividend

EA has declared a quarterly cash dividend of $0.19 per share of the Company’s common stock. The dividend is payable on June 17, 2026 to stockholders of record as of the close of business on May 27, 2026.

Quarterly Financial Highlights

Three Months Ended

March 31,

(in $ millions, except per share amounts) 2026 2025

Full game 609 437

Live services and other 1,511 1,458

Total net revenue 2,120 1,895

Net income 461 254

Diluted earnings per share 1.81 0.98

Operating cash flow 580 549

Value of shares repurchased — 1,375

Number of shares repurchased — 9.8

Cash dividend paid 48 48

Fiscal Year Financial Highlights

Twelve Months Ended

March 31,

(in $ millions, except per share amounts) 2026 2025

Full game 2,148 2,002

Live services and other 5,383 5,461

Total net revenue 7,531 7,463

Net income 887 1,121

Diluted earnings per share 3.51 4.25

Operating cash flow 2,553 2,079

Value of shares repurchased 750 2,500

Number of shares repurchased 5.3 17.6

Cash dividend paid 191 199

Operating Metric

The following is a calculation of our total net bookings for the periods presented:

Three Months Ended

March 31, Twelve Months Ended

March 31,

(in $ millions) 2026 2025 2026 2025

Total net revenue 2,120 1,895 7,531 7,463

Change in deferred net revenue (online-enabled games) (256) (96) 495 (108)

Total net bookings 1,864 1,799 8,026 7,355

Pending Acquisition by Investor Consortium

On September 29, 2025, EA announced that it has entered into a definitive agreement to be acquired by an investor consortium (“the Consortium”) comprised of The Public Investment Fund, private investment funds affiliated with Silver Lake Group, L.L.C. and private investment funds affiliated with Affinity Partners in an all-cash transaction that values EA at an enterprise value of approximately $55 billion. There are a limited number of regulatory reviews outstanding, and the parties are working diligently to complete these remaining reviews. For additional information, please refer to EA’s filings with the Securities and Exchange Commission.

Conference Call and Supporting Documents

Given the pending transaction, Electronic Arts will not be hosting an earnings conference call this quarter.

For further information and discussion of EA’s financial results, please refer to the financial model of EA’s historical results posted on EA’s IR Website at http://ir.ea.com and EA’s upcoming Annual Report on Form 10-K for the fiscal year ended March 31, 2026.

Forward-Looking Statements

Some statements set forth in this release contain forward-looking statements that are subject to change. Statements including words such as “anticipate,” “believe,” “expect,” “intend,” “estimate,” “plan,” “predict,” “seek,” “goal,” “will,” “may,” “likely,” “should,” “could” (and the negative of any of these terms), “future” and similar expressions also identify forward-looking statements. These forward-looking statements are not guarantees of future performance and reflect management’s current expectations. Our actual results could differ materially from those discussed in the forward-looking statements. Some of the factors which could cause the Company’s results to differ materially from its expectations include the following: sales of the Company’s products and services; the Company’s ability to develop and support digital products and services, including managing online security and privacy; outages of our products, services and technological infrastructure; the Company’s ability to manage expenses; the competition in the interactive entertainment industry; governmental regulations; the effectiveness of the Company’s sales and marketing programs; timely development and release of the Company’s products and services; the Company’s ability to realize the anticipated benefits of, and integrate, acquisitions; the consumer demand for, and the availability of an adequate supply of console hardware units; the Company’s ability to predict consumer preferences and trends; the Company’s ability to develop and implement new technology; foreign currency exchange rate fluctuations; economic and geopolitical conditions; changes in our tax rates or tax laws; the timing, receipt and terms and conditions of any required governmental and regulatory approvals of the proposed transaction with the Consortium that could delay the consummation of the proposed transaction or cause the parties to abandon the proposed transaction; the occurrence of any event, change or other circumstances that could give rise to the termination of the Merger Agreement entered into in connection with the proposed transaction; the risk that the parties to the proposed transaction may not be able to satisfy the conditions to the proposed transaction in a timely manner or at all; risks related to disruption of the Company’s business resulting from the proposed transaction, including disruption of management time from ongoing business operations due to the proposed transaction; risks relating to certain restrictions during the pendency of the proposed transaction that may impact the ability of the Company to pursue certain business opportunities or strategic transactions; the risk that any announcements relating to the proposed transaction could have adverse effects on the market price of the Company’s common stock, including if the proposed transaction is not consummated; the risk of any unexpected costs or expenses resulting from the proposed transaction; the risk of any litigation relating to the proposed transaction; the risk that the proposed transaction and its announcement could have an adverse effect on the ability of the Company to retain and hire key

personnel and to maintain relationships with customers, vendors, partners, employees, stockholders and other business relationships and on its operating results and business generally; the risks and uncertainties that are described in the proxy statement that the Company has filed with the Securities Exchange Commission in connection with the proposed transaction; and other factors described in Part II, Item 1A of Electronic Arts’ latest Quarterly Report on Form 10-Q under the heading “Risk Factors”, as well as in other documents we have filed with the Securities and Exchange Commission, including our Annual Report on Form 10-K for the fiscal year ended March 31, 2025.

These forward-looking statements are current as of May 5, 2026. Electronic Arts assumes no obligation to revise or update any forward-looking statement, except as required by law. In addition, the preliminary financial results set forth in this release are estimates based on information currently available to Electronic Arts.

While Electronic Arts believes these estimates are meaningful, they could differ from the actual amounts that Electronic Arts ultimately reports in its Annual Report on Form 10-K for the fiscal year ended March 31, 2026. Electronic Arts assumes no obligation and does not intend to update these estimates prior to filing its Form 10-K for the fiscal year ended March 31, 2026.

About Electronic Arts

Electronic Arts (NASDAQ: EA) is a global leader in digital interactive entertainment. The Company develops and delivers games, content and online services for Internet-connected consoles, mobile devices and personal computers.

In fiscal year 2026, EA posted GAAP net revenue of approximately $7.5 billion. Headquartered in Redwood City, California, EA is recognized for a portfolio of critically acclaimed, high-quality brands such as EA SPORTS FC™, Battlefield™, Apex Legends™, The Sims™, EA SPORTS™ Madden NFL, EA SPORTS™ College Football, Need for Speed™, Dragon Age™, Titanfall™, Plants vs. Zombies™ and EA SPORTS F1®. More information about EA is available at www.ea.com/news.

EA, EA SPORTS, EA SPORTS FC, Battlefield, Need for Speed, Apex Legends, The Sims, Dragon Age, Titanfall, and Plants vs. Zombies are trademarks of Electronic Arts Inc. John Madden, NFL, and F1 are the property of their respective owners and used with permission.

For additional information, please contact:

Andrew Uerkwitz Justin Higgs

Vice President, Investor Relations Vice President, Corporate Communications

650-674-7191 925-502-9253

auerkwitz@ea.com jhiggs@ea.com

1 Net bookings is defined as the net amount of products and services sold digitally or sold-in physically in the period. Net bookings is calculated by adding total net revenue to the change in deferred net revenue for online-enabled games

ELECTRONIC ARTS INC. AND SUBSIDIARIES

Unaudited Condensed Consolidated Statements of Operations

(in $ millions, except per share data)

Three Months Ended

March 31, Twelve Months Ended March 31,

2026 2025 2026 2025

Net revenue 2,120 1,895 7,531 7,463

Cost of revenue 364 368 1,584 1,543

Gross profit 1,756 1,527 5,947 5,920

Operating expenses:

Research and development 732 686 2,828 2,569

Marketing and sales 254 234 1,128 962

General and administrative 191 192 763 745

Amortization of intangibles 15 17 66 67

Restructuring — 3 — 57

Total operating expenses 1,192 1,132 4,785 4,400

Operating income 564 395 1,162 1,520

Interest and other income (expense), net 15 12 18 85

Income before provision for income taxes 579 407 1,180 1,605

Provision for income taxes 118 153 293 484

Net income 461 254 887 1,121

Earnings per share

Basic 1.84 0.99 3.55 4.28

Diluted 1.81 0.98 3.51 4.25

Number of shares used in computation

Basic 250 257 250 262

Diluted 254 259 253 264

ELECTRONIC ARTS INC. AND SUBSIDIARIES

Unaudited Condensed Consolidated Balance Sheets

(in $ millions)

March 31, 2026

March 31, 20251

ASSETS

Current assets:

Cash and cash equivalents 2,864 2,136

Short-term investments 116 112

Receivables, net 632 679

Other current assets 361 349

Total current assets 3,973 3,276

Property and equipment, net 613 586

Goodwill 5,388 5,376

Acquisition-related intangibles, net 195 293

Deferred income taxes, net 2,433 2,420

Other assets 529 417

TOTAL ASSETS 13,131 12,368

LIABILITIES AND STOCKHOLDERS’ EQUITY

Current liabilities:

Accounts payable, accrued, and other current liabilities 1,564 1,359

Deferred net revenue (online-enabled games) 2,233 1,700

Senior notes, current, net — 400

Total current liabilities 3,797 3,459

Senior notes, net 1,485 1,484

Income tax obligations 604 594

Other liabilities 481 445

Total liabilities 6,367 5,982

Stockholders’ equity:

Common stock 3 3

Additional paid-in capital 256 —

Retained earnings 6,607 6,470

Accumulated other comprehensive loss (102) (87)

Total stockholders’ equity 6,764 6,386

TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY 13,131 12,368

1Derived from audited consolidated financial statements.

ELECTRONIC ARTS INC. AND SUBSIDIARIES

Unaudited Condensed Consolidated Statements of Cash Flows

(in $ millions)

Three Months Ended March 31, Twelve Months Ended March 31,

2026 2025 2026 2025

OPERATING ACTIVITIES

Net income 461 254 887 1,121

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation, amortization, accretion and impairment 83 79 323 356

Stock-based compensation 152 162 656 642

Change in assets and liabilities

Receivables, net 197 64 46 (115)

Other assets 4 19 (85) 40

Accounts payable, accrued, and other liabilities (78) 29 206 190

Deferred income taxes, net 17 48 (13) (41)

Deferred net revenue (online-enabled games) (256) (106) 533 (114)

Net cash provided by operating activities 580 549 2,553 2,079

INVESTING ACTIVITIES

Capital expenditures (61) (54) (230) (221)

Proceeds from maturities and sales of short-term investments 42 329 129 695

Purchase of short-term and other investments (43) (61) (158) (437)

Acquisitions, net of cash acquired — — (17) —

Net cash provided by (used in) investing activities (62) 214 (276) 37

FINANCING ACTIVITIES

Proceeds from issuance of common stock 38 35 83 78

Payment of senior notes (400) — (400) —

Cash dividends paid (48) (48) (191) (199)

Cash paid to taxing authorities for shares withheld from employees (25) (23) (291) (234)

Common stock repurchases and excise taxes paid — (1,375) (769) (2,508)

Net cash used in financing activities (435) (1,411) (1,568) (2,863)

Effect of foreign exchange on cash and cash equivalents (3) 8 19 (17)

Change in cash and cash equivalents 80 (640) 728 (764)

Beginning cash and cash equivalents 2,784 2,776 2,136 2,900

Ending cash and cash equivalents 2,864 2,136 2,864 2,136

ELECTRONIC ARTS INC. AND SUBSIDIARIES

Unaudited Supplemental Financial Information and Business Metrics

(in $ millions, except per share data)

Q4 Q1 Q2 Q3 Q4 YOY %

FY25 FY26 FY26 FY26 FY26 Change

Net revenue

Net revenue 1,895 1,671 1,839 1,901 2,120 12 %

GAAP-based financial data

Change in deferred net revenue (online-enabled games)2

(96) (373) (21) 1,145 (256)

Gross profit

Gross profit 1,527 1,392 1,396 1,403 1,756 15 %

Gross profit (as a % of net revenue) 81 % 83 % 76 % 74 % 83 %

GAAP-based financial data

Acquisition-related expenses 10 10 9 9 9

Change in deferred net revenue (online-enabled games)2

(96) (373) (21) 1,145 (256)

Stock-based compensation 3 3 3 3 2

Operating income

Operating income 395 271 200 127 564 43 %

Operating income (as a % of net revenue) 21 % 16 % 11 % 7 % 27 %

GAAP-based financial data

Acquisition-related expenses* 27 27 26 53 25

Change in deferred net revenue (online-enabled games)2

(96) (373) (21) 1,145 (256)

Restructuring and related charges 4 — — — —

Stock-based compensation 162 152 174 178 152

Net income

Net income 254 201 137 88 461 81 %

Net income (as a % of net revenue) 13 % 12 % 7 % 5 % 22 %

GAAP-based financial data

Acquisition-related expenses* 27 27 26 53 25

Change in deferred net revenue (online-enabled games)2

(96) (373) (21) 1,145 (256)

Restructuring and related charges 4 — — — —

Stock-based compensation 162 152 174 178 152

Tax rate used for management reporting 19 % 19 % 19 % 19 % 19 %

Diluted earnings per share 0.98 0.79 0.54 0.35 1.81 85 %

Number of shares used in computation

Basic 257 251 250 250 250

Diluted 259 254 252 253 254

2The change in deferred net revenue (online-enabled games) in the unaudited condensed consolidated statements of cash flows does not necessarily equal the change in deferred net revenue (online-enabled games) in the unaudited condensed consolidated statements of operations primarily due to the impact of gains/losses on cash flow hedges.

*Includes (i) amortization and impairment of intangibles, and (ii) fees and other direct expenses related to our proposed transaction with the Consortium announced on September 29, 2025.

ELECTRONIC ARTS INC. AND SUBSIDIARIES

Unaudited Supplemental Financial Information and Business Metrics

(in $ millions)

Q4 Q1 Q2 Q3 Q4 YOY %

FY25 FY26 FY26 FY26 FY26 Change

QUARTERLY NET REVENUE PRESENTATIONS

Net revenue by composition

Full game downloads 367 233 401 546 528 44 %

Packaged goods 70 56 217 86 81 16 %

Full game 437 289 618 632 609 39 %

Live services and other 1,458 1,382 1,221 1,269 1,511 4 %

Total net revenue 1,895 1,671 1,839 1,901 2,120 12 %

Full game 23 % 17 % 34 % 33 % 29 %

Live services and other 77 % 83 % 66 % 67 % 71 %

Total net revenue % 100 % 100 % 100 % 100 % 100 %

GAAP-based financial data

Full game downloads (27) (46) 37 451 (220)

Packaged goods (26) (29) 45 59 (49)

Full game (53) (75) 82 510 (269)

Live services and other (43) (298) (103) 635 13

Total change in deferred net revenue (online-enabled games) by composition2

(96) (373) (21) 1,145 (256)

Net revenue by platform

Console 1,182 1,007 1,212 1,182 1,293 9 %

PC & Other 426 374 352 465 555 30 %

Mobile 287 290 275 254 272 (5 %)

Total net revenue 1,895 1,671 1,839 1,901 2,120 12 %

GAAP-based financial data

Console (86) (317) 1 747 (222)

PC & Other (11) (54) (6) 343 (87)

Mobile 1 (2) (16) 55 53

Total change in deferred net revenue (online-enabled games) by platform2

(96) (373) (21) 1,145 (256)

ELECTRONIC ARTS INC. AND SUBSIDIARIES

Unaudited Supplemental Financial Information and Business Metrics

(in $ millions)

Q4 Q1 Q2 Q3 Q4 YOY %

FY25 FY26 FY26 FY26 FY26 Change

CASH FLOW DATA

Investing cash flow 214 (89) (68) (57) (62)

Investing cash flow - TTM 37 17 (5) — (276) (846 %)

Financing cash flow (1,411) (568) (429) (136) (435)

Financing cash flow - TTM (2,863) (2,885) (2,912) (2,544) (1,568) 45 %

Operating cash flow 549 17 130 1,826 580

Operating cash flow - TTM 2,079 1,976 1,872 2,522 2,553 23 %

Capital expenditures 54 72 43 54 61

Capital expenditures - TTM 221 226 219 223 230 4 %

Free cash flow3

495 (55) 87 1,772 519

Free cash flow3 - TTM

1,858 1,750 1,653 2,299 2,323 25 %

Common stock repurchases and excise taxes paid 1,375 375 394 — — (100 %)

Cash dividends paid 48 48 48 47 48 —

DEPRECIATION

Depreciation expense 51 52 53 53 58 14 %

BALANCE SHEET DATA

Cash and cash equivalents 2,136 1,518 1,148 2,784 2,864

Short-term investments 112 112 112 115 116

Cash and cash equivalents, and short-term investments 2,248 1,630 1,260 2,899 2,980 33 %

Receivables, net 679 533 1,077 829 632 (7 %)

STOCK-BASED COMPENSATION

Cost of revenue 3 3 3 3 2

Research and development 115 110 123 127 107

Marketing and sales 14 12 15 16 14

General and administrative 30 27 33 32 29

Total stock-based compensation 162 152 174 178 152

RESTRUCTURING AND RELATED CHARGES

Restructuring 3 — — — —

Office space reductions 1 — — — —

Total restructuring and related charges 4 — — — —

3Free cash flow is defined as Operating cash flow less Capital expenditures.

ELECTRONIC ARTS INC. AND SUBSIDIARIES

Unaudited Reconciliation of GAAP to Non-GAAP Financial Measures

(in $ millions)

The following table provides a reconciliation of non-GAAP operating income and margin to their most directly comparable GAAP financial measure for the twelve months ended March 31, 2026 plus a comparison to the actuals for the twelve months ended March 31, 2025.

Twelve Months Ended

March 31,

2026 2025 YOY % Change

Net revenue 7,531 7,463 1%

GAAP operating income 1,162 1,520 (24)%

Acquisition-related expenses* 131 107

Restructuring and related charges — 62

Stock-based compensation 656 642

Non-GAAP operating income 1,949 2,331 (16%)

GAAP operating margin 15.4% 20.4%

Non-GAAP operating margin 25.9% 31.2%

Impact from change in deferred net revenue (online-enabled games) 460 bps (100 bps)

*Includes (i) amortization and impairment of intangibles, and (ii) fees and other direct expenses related to our proposed transaction with the

Consortium announced on September 29, 2025.

ELECTRONIC ARTS INC. AND SUBSIDIARIES

Unaudited Reconciliation of GAAP to Non-GAAP Financial Measures

(in $ millions)

The following table provides a reconciliation of non-GAAP operating income and margin to their most directly comparable GAAP financial measure for the three months ended March 31, 2026 plus a comparison to the actuals for the three months ended March 31, 2025.

Three Months Ended

March 31

2026 2025 YOY % Change

Net revenue 2,120 1,895 12%

GAAP operating income 564 395 43%

Acquisition-related expenses* 25 27

Restructuring and related charges — 4

Stock-based compensation 152 162

Non-GAAP operating income 741 588 26%

GAAP operating margin 26.6% 20.8%

Non-GAAP operating margin 35.0% 31.0%

Impact from change in deferred net revenue (online-enabled games) (900 bps) (370 bps)

*Includes (i) amortization and impairment of intangibles, and (ii) fees and other direct expenses related to our proposed transaction with the

Consortium announced on September 29, 2025.

Non-GAAP Financial Measures

As a supplement to the Company’s financial measures presented in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”), the Company presents certain non-GAAP measures of financial performance, including non-GAAP operating margin and free cash flow. These non-GAAP financial measures should not be considered as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. In addition, these non-GAAP measures have limitations in that they do not reflect all of the items associated with the Company’s results of operations as determined in accordance with GAAP. These non-GAAP financial measures do not reflect a comprehensive system of accounting and differ from GAAP measures with the same names and may differ from non-GAAP financial measures with the same or similar names that are used by other companies.

The non-GAAP financial measures exclude acquisition-related expenses, stock-based compensation, restructuring and related charges, and capital expenditures, as applicable in any given reporting period and our outlook. The Company may consider whether other significant items that arise in the future should be excluded from our non-GAAP financial measures. Management believes that these non-GAAP financial measures provide investors with additional useful information to better understand and evaluate the Company’s operating results and future prospects because they exclude certain items that may not be indicative of the Company’s core business, operating results, or future outlook. These non-GAAP financial measures, with further adjustments are used by management to understand ongoing financial and business performance.

The Company uses a tax rate of 19% internally to evaluate its operating performance and to forecast, plan, and analyze future periods. Accordingly, the Company applies the same tax rate to its management reporting financial results.

Investors are encouraged to review the related GAAP financial measures and the reconciliation of non-GAAP financial measures to their most directly comparable GAAP financial measure.

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For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

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No definition available.

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dei_DocumentPeriodEndDate

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xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

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Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

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- Definition

Name of the City or Town

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No definition available.

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Name:

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Namespace Prefix:

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Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

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- Definition

Code for the postal or zip code

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No definition available.

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Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

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- Definition

Name of the state or province.

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No definition available.

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Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

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Data Type:

dei:stateOrProvinceItemType

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Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

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Name:

dei_EntityCentralIndexKey

Namespace Prefix:

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Data Type:

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Balance Type:

Period Type:

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- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

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Data Type:

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duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

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Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

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Name:

dei_EntityRegistrantName

Namespace Prefix:

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xbrli:normalizedStringItemType

Balance Type:

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- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

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Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

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Data Type:

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Period Type:

duration

- Definition

Local phone number for entity.

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No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

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Data Type:

xbrli:normalizedStringItemType

Balance Type:

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

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Name:

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Namespace Prefix:

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Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

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Name:

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Namespace Prefix:

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Data Type:

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Balance Type:

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- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

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Name:

dei_Security12bTitle

Namespace Prefix:

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Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

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- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

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Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

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Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

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- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

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Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

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