Electronic Arts reported $254 million in net mobile revenue for the third quarter of its 2025 fiscal year, marking an 8% decline compared with the same period last year. The company noted that FC Mobile played a central role in driving net bookings during the quarter, despite the overall decline in mobile revenue. Mobile contributed roughly 13% of EA’s total net revenue of $1.9 billion for the quarter, behind console and PC revenue, which reached $1.2 billion and $465 million respectively.
While mobile revenue was down compared with previous quarters - $290 million in Q1 and $275 million in Q2 - EA’s GAAP-based financial data showed a notable improvement in deferred net revenue. The mobile segment recorded $55 million in deferred revenue this quarter, up from negative $2 million in Q1 and $1 million in Q2, and surpassing the $24 million reported in Q3 2025.
Platform Performance and Franchise Engagement
Although mobile remains a smaller segment of EA’s overall revenue, the company highlighted its importance in net bookings growth. FC Mobile’s performance contributed significantly to this area, reinforcing EA’s strategy of leveraging strong franchise titles to support digital sales. Console and PC titles also saw notable engagement, with Battlefield 6 setting new franchise engagement records during the quarter.
EA’s portfolio showed mixed results in revenue streams. Full game sales increased by 6% year-over-year to $632 million, while live service revenue fell by 1% to just under $1.3 billion. This trend mirrors results over the past year, where full games have maintained modest growth while live services have seen slight declines. Overall revenue for the quarter rose by 1% compared to Q3 2025.
Net Bookings and Growth
Net bookings at EA rose by 38% year-over-year, reaching a total of $3 billion in Q3 2025. The growth reflects continued strong engagement across the company’s portfolio, supported by both established franchises and mobile titles. Mobile games, particularly FC Mobile, remain an important contributor to this growth despite representing a smaller portion of total revenue.
Pending Acquisition by Public Investment Fund-Led Consortium
During the quarter, EA confirmed the pending acquisition by a consortium led by Saudi Arabia’s Public Investment Fund. The all-cash deal, valued at $210 per share, received shareholder approval and is expected to close in the first quarter of fiscal 2027, subject to regulatory approvals and customary closing conditions.
As part of the pending $55 billion acquisition, EA did not hold an earnings call for investors this quarter. The company has assured staff that creative control will remain intact after the transition to private ownership, which will mark the end of more than 40 years of public trading.
Looking Ahead
While mobile revenue declined compared to the previous year, EA’s results suggest stable overall growth driven by net bookings and continued franchise engagement. FC Mobile remains a key element in the company’s strategy, reinforcing the importance of mobile titles alongside console and PC offerings. As the acquisition progresses, EA’s financial performance and strategic focus will continue to attract attention across the gaming industry.
Source: PocketGamer
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Frequently Asked Questions (FAQs)
How much revenue did EA make from mobile in Q3 2025?
EA reported $254 million in net mobile revenue during the third quarter of its 2025 fiscal year.
What percentage of EA’s total revenue comes from mobile games?
Mobile games accounted for approximately 13% of EA’s $1.9 billion in total net revenue for the quarter.
Which mobile game contributed the most to EA’s net bookings?
FC Mobile was identified as the key driver of net bookings in Q3 2025.
How did full games and live services perform for EA this quarter?
Full game revenue increased by 6% to $632 million, while live service revenue declined by 1% to just under $1.3 billion.
What is the status of EA’s acquisition by the Public Investment Fund-led consortium?
The $55 billion all-cash deal has been approved by shareholders and is expected to close in the first quarter of fiscal 2027, pending regulatory approvals.
Will EA remain publicly traded after the acquisition?
No, EA is set to go private following the completion of the acquisition, ending over 40 years as a publicly listed company.
