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Side-by-side financial comparison of Electronic Arts (EA) and OPEN TEXT CORP (OTEX). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.3B, roughly 1.4× OPEN TEXT CORP). OPEN TEXT CORP runs the higher net margin — 12.7% vs 4.6%, a 8.0% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs -0.6%). Over the past eight quarters, Electronic Arts's revenue compounded faster (3.4% CAGR vs -4.3%).
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. Founded in May 1982 by former Apple employee Trip Hawkins, the company was a pioneer of the early home computer game industry and promoted the designers and programmers responsible for its games as "software artists".
Open Text Corporation is a global software company that develops and sells information management software.
EA vs OTEX — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.3B |
| Net Profit | $88.0M | $168.1M |
| Gross Margin | 73.8% | 74.0% |
| Operating Margin | 6.7% | 22.0% |
| Net Margin | 4.6% | 12.7% |
| Revenue YoY | 1.0% | -0.6% |
| Net Profit YoY | -70.0% | -26.9% |
| EPS (diluted) | $0.35 | $0.66 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.8B | $1.4B |
| Q4 25 | $88.0M | $168.1M | ||
| Q3 25 | $137.0M | $146.6M | ||
| Q2 25 | $201.0M | $28.8M | ||
| Q1 25 | $254.0M | $92.8M | ||
| Q4 24 | $293.0M | $229.9M | ||
| Q3 24 | $294.0M | $84.4M | ||
| Q2 24 | $280.0M | $248.2M | ||
| Q1 24 | $182.0M | $98.3M |
| Q4 25 | 73.8% | 74.0% | ||
| Q3 25 | 75.9% | 72.8% | ||
| Q2 25 | 83.3% | 72.3% | ||
| Q1 25 | 80.6% | 71.6% | ||
| Q4 24 | 75.8% | 73.3% | ||
| Q3 24 | 77.5% | 71.7% | ||
| Q2 24 | 84.2% | 72.5% | ||
| Q1 24 | 79.9% | 73.0% |
| Q4 25 | 6.7% | 22.0% | ||
| Q3 25 | 10.9% | 21.0% | ||
| Q2 25 | 16.2% | 13.9% | ||
| Q1 25 | 20.8% | 16.7% | ||
| Q4 24 | 20.0% | 22.2% | ||
| Q3 24 | 19.0% | 16.3% | ||
| Q2 24 | 21.9% | 14.2% | ||
| Q1 24 | 13.2% | 15.7% |
| Q4 25 | 4.6% | 12.7% | ||
| Q3 25 | 7.4% | 11.4% | ||
| Q2 25 | 12.0% | 2.2% | ||
| Q1 25 | 13.4% | 7.4% | ||
| Q4 24 | 15.6% | 17.2% | ||
| Q3 24 | 14.5% | 6.6% | ||
| Q2 24 | 16.9% | 18.2% | ||
| Q1 24 | 10.2% | 6.8% |
| Q4 25 | $0.35 | $0.66 | ||
| Q3 25 | $0.54 | $0.58 | ||
| Q2 25 | $0.79 | $0.11 | ||
| Q1 25 | $0.99 | $0.35 | ||
| Q4 24 | $1.11 | $0.87 | ||
| Q3 24 | $1.11 | $0.32 | ||
| Q2 24 | $1.04 | $0.91 | ||
| Q1 24 | $0.67 | $0.36 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.8B | $1.3B |
| Total DebtLower is stronger | — | $6.4B |
| Stockholders' EquityBook value | $6.2B | $4.0B |
| Total Assets | $13.3B | $13.6B |
| Debt / EquityLower = less leverage | — | 1.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $1.3B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.8B | $1.1B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.9B | $1.1B |
| Q4 25 | — | $6.4B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.4B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $8.4B |
| Q4 25 | $6.2B | $4.0B | ||
| Q3 25 | $6.0B | $4.0B | ||
| Q2 25 | $6.1B | $3.9B | ||
| Q1 25 | $6.4B | $4.1B | ||
| Q4 24 | $7.4B | $4.2B | ||
| Q3 24 | $7.4B | $4.1B | ||
| Q2 24 | $7.4B | $4.2B | ||
| Q1 24 | $7.5B | $4.1B |
| Q4 25 | $13.3B | $13.6B | ||
| Q3 25 | $11.9B | $13.5B | ||
| Q2 25 | $11.7B | $13.8B | ||
| Q1 25 | $12.4B | $13.8B | ||
| Q4 24 | $13.5B | $13.7B | ||
| Q3 24 | $13.1B | $13.8B | ||
| Q2 24 | $12.7B | $14.2B | ||
| Q1 24 | $13.4B | $16.4B |
| Q4 25 | — | 1.58× | ||
| Q3 25 | — | 1.61× | ||
| Q2 25 | — | 1.62× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.51× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 1.52× | ||
| Q1 24 | — | 2.02× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.8B | $318.7M |
| Free Cash FlowOCF − Capex | — | $279.4M |
| FCF MarginFCF / Revenue | — | 21.1% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 20.75× | 1.90× |
| TTM Free Cash FlowTrailing 4 quarters | — | $878.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $318.7M | ||
| Q3 25 | $130.0M | $147.8M | ||
| Q2 25 | $17.0M | $158.2M | ||
| Q1 25 | $549.0M | $402.2M | ||
| Q4 24 | $1.2B | $348.0M | ||
| Q3 24 | $234.0M | $-77.8M | ||
| Q2 24 | $120.0M | $185.2M | ||
| Q1 24 | $580.0M | $384.7M |
| Q4 25 | — | $279.4M | ||
| Q3 25 | — | $101.2M | ||
| Q2 25 | — | $124.0M | ||
| Q1 25 | — | $373.8M | ||
| Q4 24 | — | $306.7M | ||
| Q3 24 | — | $-117.1M | ||
| Q2 24 | — | $145.2M | ||
| Q1 24 | — | $348.2M |
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 29.8% | ||
| Q4 24 | — | 23.0% | ||
| Q3 24 | — | -9.2% | ||
| Q2 24 | — | 10.7% | ||
| Q1 24 | — | 24.1% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | — | 2.5% |
| Q4 25 | 20.75× | 1.90× | ||
| Q3 25 | 0.95× | 1.01× | ||
| Q2 25 | 0.08× | 5.49× | ||
| Q1 25 | 2.16× | 4.33× | ||
| Q4 24 | 4.01× | 1.51× | ||
| Q3 24 | 0.80× | -0.92× | ||
| Q2 24 | 0.43× | 0.75× | ||
| Q1 24 | 3.19× | 3.91× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
OTEX
| Transferred At Point In Time | $184.2M | 14% |
| Cybersecurity Enterprise Product | $174.5M | 13% |
| Business Network Product | $159.8M | 12% |
| Business Network Cloud Services And Subscriptions | $151.4M | 11% |
| Content Cloud Services And Subscriptions | $137.9M | 10% |
| Cybersecurity SMB Consumer Product | $127.6M | 10% |
| Application Delivery Management Product | $120.1M | 9% |
| IT Operations Management Product | $113.3M | 9% |
| Professional Service And Other | $82.5M | 6% |
| Analytics Product | $58.1M | 4% |
| IT Operations Management Cloud Services And Subscriptions | $7.8M | 1% |
