EA's FY2026 10-K says direct sales to Sony were about 39 percent of net revenue, Microsoft another 16 percent

Reading through EA's 10-K filed 2026-05-11 (accession 0001628280-26-033617) and the customer concentration line stood out more than the game slate did. The filing states: "In fiscal year 2026, our direct sales to Sony and Microsoft represented approximately 39 percent and 16 percent of total net revenue, respectively." Why this matters mechanically: EA makes the games, but the console storefronts sit between EA and the person paying. Sony and Microsoft set the platform fee, control di

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