Home / Filing changes / EA
Free · no account · quoted from the filing
What changed in EA's 10-K
Source: 10-K filed 2026-05-11 · compared against 10-K 2025-05-13. Every passage below is quoted verbatim from the filing itself.
Merger
This filing
If our proposed Merger does not close, or is delayed, we may experience financial and operational disruptions.
Digital live services
This filing
Our digital live services and other net revenue represented 71 percent of our total net revenue during fiscal year 2026.
Human capital
This filing
As of March 31, 2026, we employed approximately 14,600 people globally, with 71 percent located internationally.
Revenue concentration
This filing
Our direct sales to Sony and Microsoft represented approximately 39 percent and 16 percent of total net revenue, respectively, in fiscal year 2026.
AI investment
This filing
We expect developments in artificial intelligence or our investments in artificial intelligence to accelerate the production of our products and services and enable new experiences for our players.
Forward-looking statements
This filing
the Merger (as defined herein)
Financial position
This filing
of our second fiscal quarter, was $ 48,323 million.
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.