EA: 10-K Risk Factor Changes

2026 vs 2025  ·  SEC EDGAR  ·  2026-06-01
✓ Deterministic extraction — no AI-generated data

Classification is based on semantic text similarity scoring and may include approximations. “No match” means no high-confidence textual match was found — not necessarily that a section was removed.

4
New Risks
4
Removed
54
Modified
78
Unchanged
🟢 New in Current Filing

If our proposed Merger does not close, or is delayed, we may experience financial and operational disruptions. In addition, our stock price may decline if the Merger is perceived as uncertain to close.

On September 28, 2025, we entered into a Merger Agreement to be acquired by an investor Consortium comprised of the Public Investment Fund, private investment funds affiliated with Silver Lake Group, L.L.C., and private investment funds affiliated with Affinity Partners. The…

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On September 28, 2025, we entered into a Merger Agreement to be acquired by an investor Consortium comprised of the Public Investment Fund, private investment funds affiliated with Silver Lake Group, L.L.C., and private investment funds affiliated with Affinity Partners. The closing of the Merger is subject to the satisfaction or waiver of certain conditions, many of which are not within our full control. There are a limited number of regulatory reviews outstanding, and the parties are working diligently to complete these remaining reviews. However, we may be unable to obtain and satisfy, or experience delays in obtaining and satisfying, required regulatory approvals and other closing conditions. In addition, both we and the Consortium may terminate the Merger Agreement for reasons specified therein. The announcement and pendency of the Merger could adversely affect our business and stock price, including if the Merger does not close or is delayed, for reasons including the following: •Uncertainty about the effect of the Merger may impair our ability to attract, retain, and motivate key personnel, and could cause customers, suppliers, financial counterparties, and others to seek to change existing business relationships with us. •The Merger Agreement restricts us, without the consent of the Consortium, from making certain acquisitions and investments, from accessing the debt and capital markets, and from taking other specified actions until closing of the Merger or the termination of the Merger Agreement. These restrictions may prevent us from pursuing otherwise attractive business opportunities and taking other actions with respect to our business that we may consider advantageous. •We have incurred, and will continue to incur, significant costs, expenses, and fees for professional services and other transaction costs in connection with the Merger. Many of the fees and costs will be payable by us even if the Merger is not completed. In addition, we may be required to pay a termination fee of up to $1.0 billion to the Consortium and reimburse certain out-of-pocket expenses if the Merger Agreement is terminated for certain specified reasons. •The Merger may not occur on the expected timeline because of a delay in receiving required regulatory approvals or other reasons. Any delay or inability to close the Merger may cause the market price of our common stock to decline.

🟢 New in Current Filing Lawsuits have been or may be filed against us and the members of our Board of Directors arising out of the proposed Merger, which may delay or prevent the proposed Merger or otherwise negatively affect our business and operations. 🔒
🟢 New in Current Filing Proposed Merger 🔒
🟢 New in Current Filing Proposed Merger 🔒
🔴 No Match in Current Filing Stock Repurchases 🔒
🔴 No Match in Current Filing Restructuring 🔒
🔴 No Match in Current Filing Fiscal 2024 Restructuring 🔒
🔴 No Match in Current Filing Workforce (a) 🔒
🟡 Modified Foreign Currency Translation 🔒
🟡 Modified Trends in Our Business 🔒
🟡 Modified Restricted Stock Units 🔒
🟡 Modified CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY 🔒
🟡 Modified General and Administrative 🔒
🟡 Modified Cash Flow Hedging Activities 🔒
🟡 Modified Marketing and Sales 🔒
🟡 Modified (10) INCOME TAXES 🔒
🟡 Modified Market-Based Restricted Stock Units 🔒
🟡 Modified Stock-Based Compensation Expense 🔒
🟡 Modified Stock Performance Graph 🔒
🟡 Modified (16) EARNINGS PER SHARE 🔒
🟡 Modified Balance Sheet Hedging Activities 🔒
🟡 Modified Senior Notes 🔒
🟡 Modified Legal Proceedings 🔒
🟡 Modified Remaining Performance Obligations 🔒
🟡 Modified (7) GOODWILL AND ACQUISITION-RELATED INTANGIBLES, NET 🔒
🟡 Modified Financial Results 🔒
🟡 Modified (17) SEGMENT AND REVENUE INFORMATION 🔒
🟡 Modified As of March 31, 2025 🔒
🟡 Modified Net Revenue by Composition 🔒
🟡 Modified At March 31, 2025 🔒
🟡 Modified Stock Options 🔒
🟡 Modified Accounts Payable, Accrued, and Other Current Liabilities 🔒
🟡 Modified March 31, 2026Effective Tax RateMarch 31, 2025Effective Tax Rate$293 24.8 %$484 30.2 % 🔒
🟡 Modified Interest Expense 🔒
🟡 Modified As of March 31, 2025 🔒
🟡 Modified Development, Sports Organizations, and Other Content Licenses: Payments and Commitments 🔒
🟡 Modified Assets and Liabilities Measured at Fair Value on a Recurring Basis 🔒
🟡 Modified Deferred net revenue 🔒
🟡 Modified Index to Consolidated Financial Statements 🔒
🟡 Modified CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME 🔒
🟡 Modified Property and Equipment, Net 🔒
🟡 Modified As of March 31, 2025 🔒
🟡 Modified Changes in Cash Flow 🔒
🟡 Modified Stock Repurchase Program 🔒
🟡 Modified ELECTRONIC ARTS INC. AND SUBSIDIARIES 🔒
🟡 Modified Net Revenue 🔒
🟡 Modified Comparison of Fiscal Year 2025 to Fiscal Year 2024 🔒
🟡 Modified (15) INTEREST AND OTHER INCOME (EXPENSE), NET 🔒
🟡 Modified March 31, 2026 🔒
🟡 Modified CONSOLIDATED BALANCE SHEETS 🔒
🟡 Modified Recently Issued Accounting Standards 🔒
🟡 Modified Short-Term Investments 🔒
🟡 Modified March 31, 2026 🔒
🟡 Modified As of March 31, 2025 🔒
🟡 Modified Recently Adopted Accounting Standards 🔒
🟡 Modified March 31, 2025 🔒
🟡 Modified Issuer Purchases of Equity Securities 🔒
🟡 Modified March 31,2026% of NetRevenueMarch 31,2025% of NetRevenue% ChangeChange as a % of Net Revenue$1,584 21 %$1,543 21 %3 %— % 🔒
🟡 Modified CONSOLIDATED STATEMENTS OF OPERATIONS 🔒
🟡 Modified March 31,2026% of NetRevenueMarch 31,2025% of NetRevenue$ Change% Change$2,828 38 %$2,569 34 %$259 10 % 🔒
🟡 Modified March 31,2026% of NetRevenueMarch 31,2025% of NetRevenue$ Change% Change$763 10 %$745 10 %$18 2 % 🔒
🟡 Modified March 31,2026% of NetRevenueMarch 31,2025% of NetRevenue$ Change% Change$1,128 15 %$962 13 %$166 17 % 🔒
61 more changes in this filing

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