Electronic Arts posted net income of $397 million for the first quarter of fiscal 2027, up 97.5% year-on-year, according to its filing with the U.S. Securities and Exchange Commission. The near-doubling of profit lands hours before the company's $55 billion sale to a consortium led by Saudi Arabia's Public Investment Fund, Silver Lake and Affinity Partners is expected to close on the evening of August 4.

The quarter, covering April through June 2026, delivered revenue of $1.98 billion, a 19% increase over the same period a year earlier. Net bookings, the deferred revenue measure EA tracks alongside GAAP figures, grew 4% to $1.35 billion.

What drove the growth?

EA attributed the revenue gains to strong performances from three franchises:

• Battlefield 6, the quarter's headline release
• Apex Legends, the ongoing free-to-play shooter
• The EA Sports FC series

The gains came with offsets. EA noted that earnings from Split Fiction and the EA Sports College Football series declined somewhat against the prior year, tempering the overall picture.

The sharp divergence between 19% revenue growth and 97.5% profit growth signals that EA converted sales into earnings far more efficiently than a year ago, a point the incoming owners will study closely as they take control of the business.

How much of the business is live services?

Games-as-a-service remains the structural core of EA's revenue. Live services generated $1.47 billion in the quarter, 7% more than last year, and accounted for 74.1% of total revenue.

Revenue from other games — full-price and premium titles outside the live-services bucket — reached $514 million, up 78% year-on-year. The digital share of that segment was overwhelming:

• $438 million from digital versions of games
• $76 million from physical discs and cartridges

That split means roughly 85% of non-live-services revenue came through digital distribution, reinforcing the continued marginalization of physical retail in EA's premium business.

Where does EA's revenue come from?

The platform breakdown for the quarter breaks down as follows:

• 60% from console games
• 26% from PC games
• 14% from mobile games

Geographically, EA reported $764 million in North American revenue. The company did not disclose figures for other regions, leaving Europe, Asia and rest-of-world performance outside public view.

The console-heavy mix underlines how dependent EA's core business remains on PlayStation and Xbox ecosystems at a moment when platform economics — storefront fees, subscription placements and first-party negotiations — sit at the center of publisher strategy. Mobile, despite being the industry's largest segment by audience, contributes just 14% of EA's revenue.

What changes after August 4?

Once the transaction closes, EA's ownership transfers to a consortium consisting of the Saudi Arabian Public Investment Fund, Silver Lake and Affinity Partners. The deal, valued at $55 billion, ranks among the largest acquisitions in gaming industry history.

For studios and teams inside EA, the filing represents one of the last public windows into the company's financial performance. As a privately held entity under the consortium, EA will no longer be obligated to file quarterly reports with the SEC, ending the transparency that public investors have relied on to track franchise performance, live-services share and platform revenue splits.

The final numbers under public ownership paint a picture of a business firing on its biggest franchises. Battlefield 6's contribution to a 78% surge in premium revenue suggests the title performed as the tentpole EA needed, while Apex Legends and EA Sports FC kept the live-services base compounding at a steady 7%.

The question the new owners inherit is whether that momentum holds without quarterly scrutiny. Watch for post-close signals: whether the consortium retains EA's current leadership and release cadence, and how the first post-acquisition moves — if communicated at all — reshape priorities across Battlefield, Apex and the sports portfolio.