| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q1'26 | July 29, 2025 | 10/12 | 2 medium, 4 low flags | 4 | 0 | Call sheet → |
| Q4'25 | May 6, 2025 | 11/12 | - | 5 | 0 | Call sheet → |
| Q3'25 | February 4, 2025 | 6/12 | 1 high, 5 medium flags | 1 | 4 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'26 | Pending | Unified Sims ecosystem across games and social spaces Long-term vision, no concrete progress reported |
| Q1'26 | Pending | Skate early access planned for FY26 Still on track but no specific timing beyond FY26 |
| Q1'26 | Pending | EA Sports app broadening to additional markets No mention of EA Sports app expansion in Q1 call |
| Q1'26 | Delivered | FC Mobile partnership with Apple MLS integration Integration launched with matches streaming in FC Mobile |
| Q1'26 | Delivered | Continued momentum in American football beyond seasons American Football ecosystem showed sustained strength post-Super Bowl |
| Q1'26 | Delivered | Expanding Battlefield Labs to include Asia Confirmed expansion beyond Europe and North America |
| Q1'26 | Delivered | Major global Battlefield reveal later this summer Delivered with 'most ambitious reveal yet' scheduled for days after earnings call |
| Q4'25 | Delivered | Return to growth in FY26 Guided 3-9% growth despite headwinds |
| Q4'25 | Pending | More meaningful Apex update post-Battlefield Still no concrete timeline or details provided |
| Q4'25 | Exceeded | The Sims 25th anniversary driving engagement 30%+ Q4 growth, best fourth quarter performance ever |
| Q4'25 | Delivered | Battlefield Labs launch as major development milestone 600K signups exceeded expectations, expanding to Asia |
| Q4'25 | Exceeded | American football ecosystem growth continuation Reached $1B net bookings milestone, up 70%+ YoY |
| Q4'25 | Exceeded | FC gameplay update and Team of the Year event to drive rebound Delivered record net bookings for Team of the Year event and reactivated 2M players |
| Q3'25 | Missed | FY25 net bookings $7.5B to $7.8B (from Q2) Cut to $7.0B to $7.15B, massive $350-650M reduction |
| Q3'25 | Missed | Apex improvements from Battle Pass changes (from Q2) Admitted systematic change required, pushing timeline out further |
| Q3'25 | Missed | Dragon Age strong performance expected (from Q2) Underperformed significantly, now reallocating resources away |
| Q3'25 | Missed | Mid-single digit live services growth (from Q2) Live services down 8% YoY, had to parse 'core' vs 'total' to justify |
| Q3'25 | Delivered | American football to exceed $1 billion (from Q2) Reaffirmed and still on track |
| Q3'25 | Pending | FC 25 to grow over record FY24 (from Q2) Still technically possible but required major mid-course correction with gameplay update |
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