Finance
EA forecasts quarterly bookings below expectations on cautious gamer spending
Published by Global Banking & Finance Review®
Posted on July 29, 2025
2 min readLast updated: January 22, 2026
Global Banking & Finance Review®
Company
Published by Global Banking & Finance Review®
Posted on July 29, 2025
2 min readLast updated: January 22, 2026
EA forecasts lower bookings due to cautious gamer spending amid economic challenges, affecting its sports portfolio and new releases.
(Reuters) -Electronic Arts forecast net bookings below Wall Street expectations on Tuesday, pressured by uncertain consumer spending on its core sports portfolio amid a challenging economic environment.
Shares of the company fell more than 2% in extended trading.
With shifting U.S. trade policies threatening to push inflation higher, gamers have become more cautious with discretionary spending.
EA said the second-quarter bookings forecast includes a four percentage point year-over-year headwind , due to changes in recognizing returns from the Ultimate Edition of "FC 26", which will now be booked in the third quarter.
Earlier this month, the videogame publisher launched "College Football 26", hoping to build on the success of last year's edition, which became one of the best-selling titles of 2024.
However, analysts warned that growth comparisons for "College Football 26" may be challenging, given the breakout success of its predecessor, which revived the franchise after a more than 10-year hiatus.
The company said it expects a more "normalized curve" for College Football sales, partially offset by the launch of "Madden NFL 26".
EA last week unveiled the first trailer for "Battlefield 6, placing a big bet on the title to reinvigorate the franchise after the previous installment fell short of fan expectations.
The title is set to launch in EA's current fiscal year with analysts expecting the game to sell millions of copies.
EA forecast second-quarter bookings of between $1.80 billion and $1.90 billion, below analysts’ expectations of $2.01 billion, according to data compiled by LSEG.
For the first quarter, EA reported bookings of $1.30 billion beating estimates of $1.29 billion.
The Redwood city, California-based company reaffirmed its full-year bookings forecast.
(Reporting by Zaheer Kachwala in Bengaluru; Editing by Tasim Zhaid)
EA forecast second-quarter bookings of between $1.80 billion and $1.90 billion, which is below analysts’ expectations of $2.01 billion.
Uncertain consumer spending on EA's core sports portfolio has pressured the company's forecasts, leading to a cautious outlook amid a challenging economic environment.
Analysts warned that growth comparisons for 'College Football 26' may be challenging due to the breakout success of its predecessor, which had revived the franchise after a long hiatus.
Shifting U.S. trade policies are threatening to push inflation higher, causing gamers to become more cautious with their discretionary spending.
EA has placed a big bet on 'Battlefield 6' to reinvigorate the franchise after the previous installment fell short of fan expectations, with analysts expecting significant sales.
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