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Side-by-side financial comparison of Electronic Arts (EA) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $1.9B, roughly 1.3× Electronic Arts). Workday, Inc. runs the higher net margin — 10.4% vs 4.6%, a 5.7% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 1.0%). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% 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".
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
EA vs WDAY — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.4B |
| Net Profit | $88.0M | $252.0M |
| Gross Margin | 73.8% | — |
| Operating Margin | 6.7% | 10.6% |
| Net Margin | 4.6% | 10.4% |
| Revenue YoY | 1.0% | 12.6% |
| Net Profit YoY | -70.0% | 30.6% |
| EPS (diluted) | $0.35 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $1.8B | $2.3B | ||
| Q2 25 | $1.7B | $2.2B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.8B | $1.9B |
| Q4 25 | $88.0M | $252.0M | ||
| Q3 25 | $137.0M | $228.0M | ||
| Q2 25 | $201.0M | $68.0M | ||
| Q1 25 | $254.0M | $94.0M | ||
| Q4 24 | $293.0M | $193.0M | ||
| Q3 24 | $294.0M | $132.0M | ||
| Q2 24 | $280.0M | $107.0M | ||
| Q1 24 | $182.0M | $1.2B |
| 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% | 10.6% | ||
| Q3 25 | 10.9% | 10.6% | ||
| Q2 25 | 16.2% | 1.7% | ||
| Q1 25 | 20.8% | 3.4% | ||
| Q4 24 | 20.0% | 7.6% | ||
| Q3 24 | 19.0% | 5.3% | ||
| Q2 24 | 21.9% | 3.2% | ||
| Q1 24 | 13.2% | 4.1% |
| Q4 25 | 4.6% | 10.4% | ||
| Q3 25 | 7.4% | 9.7% | ||
| Q2 25 | 12.0% | 3.0% | ||
| Q1 25 | 13.4% | 4.3% | ||
| Q4 24 | 15.6% | 8.9% | ||
| Q3 24 | 14.5% | 6.3% | ||
| Q2 24 | 16.9% | 5.4% | ||
| Q1 24 | 10.2% | 61.8% |
| Q4 25 | $0.35 | $0.94 | ||
| Q3 25 | $0.54 | $0.84 | ||
| Q2 25 | $0.79 | $0.25 | ||
| Q1 25 | $0.99 | $0.34 | ||
| Q4 24 | $1.11 | $0.72 | ||
| Q3 24 | $1.11 | $0.49 | ||
| Q2 24 | $1.04 | $0.40 | ||
| Q1 24 | $0.67 | $4.48 |
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 | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.2B | $8.9B |
| Total Assets | $13.3B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $6.8B | ||
| Q3 25 | $1.1B | $8.2B | ||
| Q2 25 | $1.5B | $8.0B | ||
| Q1 25 | $2.1B | $8.0B | ||
| Q4 24 | $2.8B | $7.2B | ||
| Q3 24 | $2.2B | $7.4B | ||
| Q2 24 | $2.4B | $7.2B | ||
| Q1 24 | $2.9B | $7.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $6.2B | $8.9B | ||
| Q3 25 | $6.0B | $9.2B | ||
| Q2 25 | $6.1B | $8.9B | ||
| Q1 25 | $6.4B | $9.0B | ||
| Q4 24 | $7.4B | $8.6B | ||
| Q3 24 | $7.4B | $8.3B | ||
| Q2 24 | $7.4B | $8.2B | ||
| Q1 24 | $7.5B | $8.1B |
| Q4 25 | $13.3B | $17.8B | ||
| Q3 25 | $11.9B | $18.0B | ||
| Q2 25 | $11.7B | $17.2B | ||
| Q1 25 | $12.4B | $18.0B | ||
| Q4 24 | $13.5B | $16.4B | ||
| Q3 24 | $13.1B | $16.2B | ||
| Q2 24 | $12.7B | $15.9B | ||
| Q1 24 | $13.4B | $16.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | — | $550.0M |
| FCF MarginFCF / Revenue | — | 22.6% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | 20.75× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $588.0M | ||
| Q3 25 | $130.0M | $616.0M | ||
| Q2 25 | $17.0M | $457.0M | ||
| Q1 25 | $549.0M | $1.1B | ||
| Q4 24 | $1.2B | $406.0M | ||
| Q3 24 | $234.0M | $571.0M | ||
| Q2 24 | $120.0M | $372.0M | ||
| Q1 24 | $580.0M | $995.6M |
| Q4 25 | — | $550.0M | ||
| Q3 25 | — | $588.0M | ||
| Q2 25 | — | $421.0M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $359.0M | ||
| Q3 24 | — | $516.0M | ||
| Q2 24 | — | $291.0M | ||
| Q1 24 | — | $947.6M |
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 46.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 14.6% | ||
| Q1 24 | — | 49.3% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 4.1% | ||
| Q1 24 | — | 2.5% |
| Q4 25 | 20.75× | 2.33× | ||
| Q3 25 | 0.95× | 2.70× | ||
| Q2 25 | 0.08× | 6.72× | ||
| Q1 25 | 2.16× | 11.83× | ||
| Q4 24 | 4.01× | 2.10× | ||
| Q3 24 | 0.80× | 4.33× | ||
| Q2 24 | 0.43× | 3.48× | ||
| Q1 24 | 3.19× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
