vs
Side-by-side financial comparison of Electronic Arts (EA) and WEIBO Corp (WB). 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 1.5× WEIBO Corp). WEIBO Corp runs the higher net margin — 35.7% vs 4.6%, a 31.1% gap on every dollar of revenue. Over the past eight quarters, WEIBO Corp's revenue compounded faster (22.6% CAGR vs 3.4%).
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".
Weibo Corporation is a Chinese social network company known for the microblogging website Sina Weibo. It is based in Beijing, China.
EA vs WB — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.3B |
| Net Profit | $88.0M | $458.3M |
| Gross Margin | 73.8% | — |
| Operating Margin | 6.7% | 29.1% |
| Net Margin | 4.6% | 35.7% |
| Revenue YoY | 1.0% | — |
| Net Profit YoY | -70.0% | — |
| EPS (diluted) | $0.35 | — |
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 | — | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.7B | $841.7M | ||
| Q1 25 | $1.9B | $396.9M | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.7B | $833.4M | ||
| Q1 24 | $1.8B | $395.5M |
| Q4 25 | $88.0M | — | ||
| Q3 25 | $137.0M | $458.3M | ||
| Q2 25 | $201.0M | $234.8M | ||
| Q1 25 | $254.0M | $108.1M | ||
| Q4 24 | $293.0M | — | ||
| Q3 24 | $294.0M | $297.4M | ||
| Q2 24 | $280.0M | $164.6M | ||
| Q1 24 | $182.0M | $51.1M |
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — | ||
| Q1 24 | 79.9% | — |
| Q4 25 | 6.7% | — | ||
| Q3 25 | 10.9% | 29.1% | ||
| Q2 25 | 16.2% | 30.4% | ||
| Q1 25 | 20.8% | 27.8% | ||
| Q4 24 | 20.0% | — | ||
| Q3 24 | 19.0% | 29.0% | ||
| Q2 24 | 21.9% | 28.2% | ||
| Q1 24 | 13.2% | 25.2% |
| Q4 25 | 4.6% | — | ||
| Q3 25 | 7.4% | 35.7% | ||
| Q2 25 | 12.0% | 27.9% | ||
| Q1 25 | 13.4% | 27.2% | ||
| Q4 24 | 15.6% | — | ||
| Q3 24 | 14.5% | 22.9% | ||
| Q2 24 | 16.9% | 19.8% | ||
| Q1 24 | 10.2% | 12.9% |
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.54 | — | ||
| Q2 25 | $0.79 | — | ||
| Q1 25 | $0.99 | — | ||
| Q4 24 | $1.11 | — | ||
| Q3 24 | $1.11 | — | ||
| Q2 24 | $1.04 | — | ||
| Q1 24 | $0.67 | — |
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 | $1.1B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.2B | $3.9B |
| Total Assets | $13.3B | $6.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | — | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.4B | $1.9B | ||
| Q1 24 | $2.9B | $2.1B |
| Q4 25 | $6.2B | — | ||
| Q3 25 | $6.0B | $3.9B | ||
| Q2 25 | $6.1B | $3.6B | ||
| Q1 25 | $6.4B | $3.5B | ||
| Q4 24 | $7.4B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $7.4B | $3.4B | ||
| Q1 24 | $7.5B | $3.3B |
| Q4 25 | $13.3B | — | ||
| Q3 25 | $11.9B | $6.9B | ||
| Q2 25 | $11.7B | $6.5B | ||
| Q1 25 | $12.4B | $6.7B | ||
| Q4 24 | $13.5B | — | ||
| Q3 24 | $13.1B | — | ||
| Q2 24 | $12.7B | $7.1B | ||
| Q1 24 | $13.4B | $7.3B |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 20.75× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | — | ||
| Q3 25 | $130.0M | — | ||
| Q2 25 | $17.0M | — | ||
| Q1 25 | $549.0M | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $234.0M | — | ||
| Q2 24 | $120.0M | — | ||
| Q1 24 | $580.0M | — |
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | — | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 3.19× | — |
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% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
