EA Projects Lower Q2 Bookings Amid Cautious Gamer Spending
- tech360.tv
- Jul 30, 2025
- 2 min read
Electronic Arts forecast second-quarter net bookings below Wall Street expectations, citing cautious consumer spending and economic uncertainty.
The video game publisher expects bookings between USD 1.80 billion and USD 1.90 billion, falling short of analysts’ estimates of USD 2.01 billion, according to LSEG data.
EA said the forecast includes a 4 percentage point year-over-year headwind due to changes in recognising returns from the Ultimate Edition of "FC 26," which will now be booked in the third quarter.
The company recently launched "College Football 26," aiming to build on the success of last year’s edition, which was one of 2024’s best-selling titles.
However, analysts warned that growth comparisons may be difficult due to the breakout success of the previous game, which revived the franchise after a decade-long hiatus.
EA expects a more normalised sales curve for "College Football 26," partially offset by the upcoming launch of "Madden NFL 26."
Shares of EA rose more than 1% in extended trading following the announcement.
Last week, EA released the first trailer for "Battlefield 6," betting on the title to revitalise the franchise after the previous instalment underperformed.
"Battlefield 6" is scheduled to launch within EA’s current fiscal year, with analysts projecting millions of units sold.
The game will compete with Activision Blizzard’s "Call of Duty" series, a dominant force in the first-person shooter market.
D.A. Davidson & Co analyst Wyatt Swanson said "Battlefield" could benefit more than "Call of Duty" in the latter half of 2025, as it returns to the shooter category after a four-year gap.
For the first quarter, EA reported bookings of USD 1.30 billion, slightly above estimates of USD 1.29 billion.
EA forecasts Q2 bookings below analyst expectations at USD 1.80–1.90 billion
"FC 26" Ultimate Edition revenue shift impacts Q2 figures
"College Football 26" faces tough comparisons to 2024’s breakout hit
Source: REUTERS
