EA · CIK 0000712515

What ELECTRONIC ARTS INC. told the SEC could break it.

1 self-disclosed vulnerability, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.

A limited set so far, we surface every cited disclosure we’ve extracted for EA. More may follow as additional filings are processed.

In its own words

What could break it.

Geographic concentration

international revenue — $4.50B = 59.7% of FY2026 net revenue; FX and trade policy exposuremedium
Electronic Arts derived $4,497M (59.7%) of FY2026 net revenue from international customers, creating material exposure to foreign currency fluctuations and trade restrictions; tariffs or retaliatory measures from foreign governments could increase costs and negatively affect global economic activity.
“Net revenue from unaffiliated customers North America $ 3,034 $ 3,078 $ 3,001 International 4,497 4,385 4,561 Net revenue $ 7,531 $ 7,463 $ 7,562”
SEC filing →As of 2026

The hidden graph

Who it depends on, and who depends on it.

Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.

Its suppliers

Sony Group Corporation
“We evaluate sales to end customers of our full games and related content via third-party storefronts, including digital storefronts such as Microsoft's Xbox Store, Sony's PlayStation Store, Apple App Store, and Google Play Store, in order to determine whether or not we are acting as the principal in the sale to the end customer.”
Cited →
Alphabet Inc.
“for sales arrangements via Apple App Store and Google Play Store, EA is considered the principal to the end customer and thus, we report revenue on a gross basis and mobile platform fees are reported within cost of revenue.”
Cited →
Apple Inc.
“for sales arrangements via Apple App Store and Google Play Store, EA is considered the principal to the end customer and thus, we report revenue on a gross basis and mobile platform fees are reported within cost of revenue.”
Cited →

In the MyPRIA app, this is checked against the companies you actually own.

← World Watch

What could break it.

Geographic concentration

international revenue — $4.50B = 59.7% of FY2026 net revenue; FX and trade policy exposuremedium
Electronic Arts derived $4,497M (59.7%) of FY2026 net revenue from international customers, creating material exposure to foreign currency fluctuations and trade restrictions; tariffs or retaliatory measures from foreign governments could increase costs and negatively affect global economic activity.
“Net revenue from unaffiliated customers North America $ 3,034 $ 3,078 $ 3,001 International 4,497 4,385 4,561 Net revenue $ 7,531 $ 7,463 $ 7,562”
SEC filing →As of 2026

Who it depends on, and who depends on it.

Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.

Its suppliers

Sony Group Corporation
“We evaluate sales to end customers of our full games and related content via third-party storefronts, including digital storefronts such as Microsoft's Xbox Store, Sony's PlayStation Store, Apple App Store, and Google Play Store, in order to determine whether or not we are acting as the principal in the sale to the end customer.”
Cited →
Alphabet Inc.
“for sales arrangements via Apple App Store and Google Play Store, EA is considered the principal to the end customer and thus, we report revenue on a gross basis and mobile platform fees are reported within cost of revenue.”
Cited →
Apple Inc.
“for sales arrangements via Apple App Store and Google Play Store, EA is considered the principal to the end customer and thus, we report revenue on a gross basis and mobile platform fees are reported within cost of revenue.”
Cited →