“Battlefield” maker Electronic Arts forecast fiscal 2026 net bookings below analysts’ estimates on Monday, as soft consumer spending and elevated console prices weigh on demand during a fiercely competitive holiday season.
The Redwood City, California-based company expects net bookings of about $7.85 billion for the year, compared with the analysts’ average estimate of $8.06 billion, according to data compiled by LSEG. EA also projected annual adjusted EBITDA of $2.76 billion, below the $2.93 billion consensus.
The forecast underscores some of the challenges the video game industry faces as players tighten entertainment budgets and stick to familiar franchises rather than splurge on new titles. High console prices and a crowded release calendar have amplified pressure on publishers during the year-end period, traditionally a peak sales window.
EA, known for blockbuster series such as “FIFA/EA SPORTS FC,” “Madden NFL” and “Battlefield,” is leaning on its core sports and action portfolio to offset the slowdown.