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Electronic Arts reported FY2026 revenue of $7.5 billion, operating income of $1.2 billion and operating cash flow of $2.6 billion. The thesis depends on sports franchises, live services, player engagement, new game execution and disciplined content investment.
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SEC filings, financial facts, source resources, and Goglides workspace context for Regeneron Pharmaceuticals, Inc..
OpenRegeneron reported $14.34 billion of 2025 revenue and $3.61 billion of Q1 2026 revenue. The thesis turns on EYLEA franchise durability, Dupixent economics, pipeline conversion, cash generation and patent/regulatory risk.
OpenAllied still has HyperX Arena Las Vegas, Z-Tech mobile games, and a balance-sheet cushion, but the current thesis is about the late 10-K, Nasdaq delisting risk, reverse-split vote, Knighted settlement, and whether revenue can ever catch the cost base.
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