| EA |
Report |
Q1 FY27 net bookings |
BEAT |
pred ~$1.44B vs. cons $1.42B |
LOW |
| EA |
Report |
Q1 FY27 GAAP net revenue |
BEAT |
pred ~$1.70B vs. cons $1.68B |
LOW |
| EA |
Report |
Q1 FY27 diluted EPS |
BEAT |
pred ~$0.66 vs. cons $0.65 |
LOW |
| EA |
Guide |
FY27 net-bookings outlook |
UNKNOWN |
guide ~$0.00B vs. cons $8.10B (FY27; expected to be withheld pending transaction) |
HIGH |
| EA |
Guide |
FY27 diluted-EPS outlook |
UNKNOWN |
guide ~$0.00 vs. cons $4.10 (FY27; expected to be withheld pending transaction) |
HIGH |
| EA |
Guide |
Merger closing timetable / remaining approvals |
UNKNOWN |
guide ~$210.00 per share vs. cons $210.00 per share (transaction period; no precise closing-date update expected) |
MEDIUM |
| EA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.1% |
— |
LOW |
| EA |
Return |
5-day cumulative residual |
-0.2% (STABILIZE) |
A modest operating beat of ~$0.02B on bookings and ~$0.01 on EPS should not drive estimate revisions while FY27 guidance remains withheld; with $210.00 cash consideration versus a ~$208.91 reference price, the five-day result should stabilize near the merger-arbitrage spread rather than follow through. |
MEDIUM |