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Electronic Arts
Stock
Stock
Ticker: EA
EA
Price
Debate sobre EA
Puestos
285Lun·
Quarterly figures 04.05-08.05.26
1212
9Lun·
Quarterly figures 02.02-06.02.26
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1919
4 Comentarios
Clemens S.@XClemensx
8Lun
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22
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1Año·
Sep 30 / EA – Smart Move, No Doubt
Press X to Cash Out
Electronic Arts just rage-quit the stock market. The $55 billion buyout by a consortium led by Silver Lake and Saudi Arabia’s Public Investment Fund puts an end to EA’s run as a public company and calms developers who were worried about what they were going to say at the next earnings call about programming progress or innovation in FIFA. Shareholders are getting $210 per share in cash, about a 25% premium to Friday’s close, according to the WSJ. Nice payout. But it’s also a curious move: EA is cashing in while its stock was finally gaining altitude again, mostly thanks to one thing — hype around Battlefield 6. We all know that FIFA is not going to change and people are still willing to pay the $100 a year for updated player ratings and incremental graphical changes. Some, apparently, even celebrated the integration of women’s football as a win.
And there’s the catch. Gaming stocks live and die by the hit cycle. With a blockbuster, your stock goes through the roof, but with a flop, you’re scraping it off the floor. EA knows this game all too well: the last two Battlefield titles misfired so badly they made critics and gamers alike wonder if the franchise had lost its soul. Now Battlefield 6 has Wall Street buzzing, with analysts at Jefferies and Citi predicting it’ll surpass expectations. But timing is everything. GTA VI is coming next May, and let’s be real — it will be the entertainment equivalent of a gigantic vacuum cleaner, sucking up player engagement, attention, and wallets. Rockstar’s highly anticipated game is arguably the grandest release since its predecessor GTA V. Even if Battlefield 6 lands well, EA could see its moment of glory vanish the second Rockstar’s new chaos simulator drops.
That’s the structural problem of being a public gaming company. You’re hostage to release calendars, critic reviews, and the fickle attention spans of millions of gamers. Even the strongest franchises wobble: just earlier this year, FIFA, or whatever they call it now, posted a dip in engagement, and the stock suffered its worst single-day drop in 17 years. That’s not “oops, missed a quarter.” That’s “oops, your entire business model is vulnerable because Ronaldo’s sweat didn’t look real enough on the digital pitch.”
The irony? EA has exactly what Wall Street usually loves: scale, sticky franchises, and a proven microtransaction machine that spits out recurring revenue like a slot machine. But the games business has transitioned into fewer, bigger bets that need to hit and sustain. The industry’s stocks don’t rise continually, gradually over time; they either jump or fall by 50% on quarterly earnings and game releases. Besides, you can’t just launch and move on. You need engagement loops, battle passes, advertising, and DLC to milk the cow long after launch day. Investors love that when it works, but as soon as the model shows some cracks the stock is doomed – at least until the next announcement.
So EA took the sure thing. $55 billion locked in now is better than gambling on whether Battlefield 6 can stand tall once Rockstar’s wrecking ball arrives. Activision Blizzard sold itself to Microsoft under duress and drama. EA is selling itself while on an upswing — essentially cashing out at the peak rather than waiting for the demise.
Wall Street will whine about the price (some thought EA could achieve an even higher valuation), but the logic is simple: gaming is a hit-driven business with the variance of a slot machine. If you’re management, why keep rolling the dice in the casino when someone offers you to roll until you win in their private desert complex with very little outside pressure?
Is this a testament to what the market has become: a short-sighted betting machine, more focused on cheap headlines rather than underlying structure? Or was the offer just too good to pass on?
One thing is clear: This is “game over” for EA’s stock market story.
1Año·
EA will go private
Friday's reports seem to be confirmed, $EA will be delisted from the stock exchange. Investors get 210$ per share. More than a lucky hand with my ticket and expectations far exceeded.
https://seekingalpha.com/news/4499766-ea-will-go-private-in-55b-deal-led-by-private-equity-firms
29.09
GOL
Vendido x211 en 3,25 €
685,75 €
146,03 %
1Año·
Bet on EA and BF6 release
I have bought a long warrant on $EA assuming that the share price would rise with or after the BF6 release (10.10.). Two hours later there was news of a possible going-private offer and the share price rose +14%. I'll probably let the stock run for a while, but it's still interesting news.
26.09
GOL
Compró 211 a 1,321 €
278,73 €
1Año·
Electronic Arts Q1 Earnings Highlights
🔹 Revenue: $1.67B (Est. $1.24B) 🟢
🔹 EPS: $0.79 (Est. $0.63) 🟢
🔹 Net Bookings: $1.30B (Est. $1.29B) 🟢
Q2 Guide:
🔹 EPS: $0.29–$0.46 (Est. $0.79) 🔴
🔹 Revenue: $1.75B–$1.85B (Est. $2.00B) 🔴
🔹 Net Bookings: $1.80B–$1.90B (Est. $2.01B) 🔴
🔹 Net Income: $73M–$117M
Other Q1 Metrics:
🔹 Net Income: $201M; DOWN -28% YoY
🔹 Operating Cash Flow: $17M vs. $120M YoY
🔹 Shares Repurchased: 3.0M for $375M
🔹 Dividend Declared: $0.19/share
CEO & CFO Commentary
🔸 “Strong Q1 start with broad portfolio outperformance and resilience in live services.” – CEO Andrew Wilson
🔸 “We remain confident in our full-year guidance and long-term margin framework.” – CFO Stuart Canfield
🔸 Q2 bookings impacted by timing shift of FC 26 Ultimate Edition content to Q3
🔸 Upcoming slate includes Madden NFL 26 and the launch of Battlefield 6
22
1Año·
April Rebalancing: Strategic Shifts in the Portfolio
The semi-annual rebalancing of the SPDR S&P Developed Quality Aristocrats ETF ($QDEV (-0,55 %) ) has just been completed, bringing notable changes to the composition of this quality-focused investment vehicle.
Outgoing Companies:
- RELX PLC$REL (+2,64 %)
- Keyence Corporation $6861 (-3,7 %)
- London Stock Exchange Group plc $LSEG (+0,33 %)
- Booking Holdings Inc. $BKNG (-1,39 %)
- Industria de Diseno Textil S.A. (Inditex) $ITX (+0,07 %)
- Texas Instruments Incorporated $TXN (-2,27 %)
- Cencora Inc.$COR (-0,52 %)
- Coloplast A/S Class B$COLO B (+2,67 %)
- Moncler SpA $MONC (+2,58 %)
- Cardinal Health Inc. $CAH (-0,49 %)
- CAR Group Limited $CAR (+0,33 %)
- Waters Corporat $WAT (-3,45 %)
- Nova Ltd. $NVMI (-6,6 %)
- Monolithic Power Systems Inc. $MPWR (+2,21 %)
Incoming Companies:
- Alphabet Inc. Class C$GOOG (+0,06 %)
- Nintendo Co. Ltd.$7974 (-0,16 %)
- S&P Global Inc. $SPGI (+0,83 %)
- InterContinental Hotels Group PLC $IHG (-1,5 %)
- Bristol-Myers Squibb Company $BMY (+2 %)
- Intercontinental Exchange Inc. $ICE (+2,51 %)
- Regeneron Pharmaceuticals Inc. $REGN (+13,53 %)
- Motorola Solutions Inc. $MSI (+0,09 %)
- Marriott International Inc. Class A $MAR (-0,38 %)
- Hilton Worldwide Holdings Inc. $HLT (-0,4 %)
- Industrivarden AB Class C$INDU C (-0,56 %)
- EMS-CHEMIE HOLDING AG$EMSN (+0,25 %)
- D'Ieteren Group SA/NV $DIE (+1,2 %)
- Electronic Arts Inc. $EA
- CK Infrastructure Holdings Limited $1038 (+1,98 %)
This rebalancing aligns QDEV with evolving market conditions while maintaining its focus on quality companies with strong financial foundations. For investors seeking exposure to financially robust global corporations, these changes appear strategically sound, particularly with the inclusion of resilient tech giants and hospitality leaders positioned for growth.
Will this prove to be a winning choice? The fundamentals certainly suggest so.
66
1Año·
Electronic Arts reported earnings Q3 FY2025 results ended on December 31, 2024
- Revenue: $1.883B, -3% YoY
- Net bookings: $2.215B, -6% YoY vs $2.366B
- Net income: $293M, +1% YoY
- Diluted EPS: $1.11 vs $1.07 YoY
CEO Andrew Wilson: "The record success of our EA SPORTS FC 25 Team of the Year event demonstrates our creative teams' ability to adapt, innovate, and execute at scale. As we build on this momentum across EA, we are confident in a return to growth in FY26."
🌱Revenue & Growth
- Full game revenue: $599M vs $618M YoY
- Live services revenue: $1.284B vs $1.327B YoY
- Global Football franchise grew >70% over last 5 years
- Console revenue: $1.215B, -1% YoY
- PC & Other revenue: $392M, -7% YoY
- Mobile revenue: $276M, -7% YoY
💰Profits & Financials
- Operating income: $377M, +3% YoY
- Operating margin: 20.0% vs 18.8% YoY
- Cash and investments: $3.155B, +2% YoY
- Operating cash flow: $1.176B vs $1.264B YoY
📌Business Highlights
- EA SPORTS FC Mobile saw double-digit increase in new players YoY
- American Football on pace to surpass $1B in net bookings for FY2025
- Unveiled Battlefield Labs ahead of FY2026 release
- Quarterly cash dividend: $0.19 per share
🔮Future Outlook
- FY2025 net revenue expected: $7.25B-$7.4B
- FY2025 net income expected: $1.038B-$1.13B
- FY2025 diluted EPS expected: $3.90-$4.25
- Q4 FY2025 net revenue guidance: $1.682B-$1.832B
44
1Año·
Electronic Arts comes under the wheels
$EA has lost 22% in one month
The maker of EA Sports FC has lowered its forecast for the year, mainly due to a mid-single-digit decline in annual live service bookings.
But also because of Dragon Age The Veilguard "Failguard", which only reached 1.5 million players.
Graphic: Gagadget.com
Do you remember Mass Effect? I'm sure you do, right? I bet most of you have at least heard of it. A really good single-player RPG series. Also interesting for shareholders, Mass Effect is a powerful franchise, millions of fans and multiple awards. Similar to GTA for Rockstar $TTWO (-1,15 %)
The ingenious studio behind it is called BioWare. StarWars Old Republic, Mass Effect and Dragon Age, that's all you need, at least back then.
Everything was better back then, and in the gaming industry that's true in some areas.
EA is working on a new Mass Effect, and I have a fear that it will also be a flop when I look at the whole thing, behind the scenes.
The question is, which bandwagon is Mass Effect on, if it's the same direction as Failguard then you could re-buy. Yes, I have EA on my watchlist.
Gaming stocks drive shareholders away, but that's not the point today.
There are certainly satisfied buyers of the game, but most gamers have been scared away by the studio, criticism has been completely ignored and even partially blocked.
Why the game sold so poorly is not the point.
Game director Corinne Busche has left the studio, allegedly due to a job offer she couldn't refuse.
I don't think so, because she is largely responsible for the downfall of Dragon Age.
I think EA made her the suggestion that she leave the studio or they'd just fire her.
There are also rumors that BioWare (studio in Edmonton) is closing, which has been happening a lot lately when studios don't deliver. I wouldn't be surprised, but like I said, rumor mill.
The fact is, if a new Mass Effect comes out and it has the same spirit as Dragon Age Failguard, it won't sell.
Has anyone played Mass Effect or Dragon Age? I would be interested.
Sources:
Play3.de:
MyMMO:
https://mein-mmo.de/dragon-age-veilguard-chefin-verlaesst-bioware-corinne-busch/
77
6 Comentarios
1Año
It's about time, I have to say thanks to fifa I just don't like EA anymore
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55
•1Año·
Sony: Billion-dollar grave
$6758 (-0,75 %) Sony is a diversified company in consumer electronics, music and movie business, image sensors, another financial services division, etc.
But today it's all about consumer electronics, the Gaming & Network Services division accounts for 32% of sales. It's also about the Playstation games console.
The Playstation 5 sales figures total 66 million units (as of December 2024). 116 million users are registered in the Playstation Network and around 47 million users use the paid subscription (13% of revenue).
Today, however, we are talking about Playstation Studios. Gaming studios that only belong to Sony.
This means that the games are almost always only released on Playstation.
In the gaming industry, the name Playstation Studios stands for quality, at least in the PS4 era, but Sony is currently struggling with massive problems.
Money is being burned here, but really burned.
For information: AAA games cost an average of 300 million US dollars. According to a leak, Marvel's Spider-Man 2 cost 315 million.
According to the BBC, GTA 6 could cost up to two billion US dollars to develop.
In addition to the money, a lot of time is also invested, of course.
Guerilla Games, a talented studio from Amsterdam, needed the following for the game Horizon Forbidden West 2022: 300 developers, 5 years and 212 million US dollars.
By mid-April 2023, around 8.4 million units had been sold worldwide, so Sony can be satisfied, it's solid for a single platform.
Sony has disclosed the development costs of two major games as part of the court case regarding the Activision-Blizzard and Microsoft takeover, they don't actually disclose such production cost information.
Jim Ryan (pictured) succeeded Kodera as President and CEO of Sony Interactive Entertainment (Playstation) in April 2019.
In 2022, he declared that Sony wanted to launch 12 live-service titles by 2025.
What are live service games?
(Written by Ryktes on Reddit)
A live-service game is a game that has been developed with the sole purpose of keeping people playing for as long as possible, in the hope that those players will pay for microtransactions. The most common way that live services encourage engagement is by making the player feel like they're losing something if they don't return to the game regularly.
- Are there Take-Two Interactive $TTWO (-1,15 %) shareholders?
In 2016, Rockstar achieved a turnover of half a billion US dollars with GTA Online.
- Electronic Arts $EA
EA generates 73% of its estimated revenue (7.5 billion US dollars) from in-game purchases and subscriptions.
PS: Share price has just fallen by 9%, the company expects net revenue from live services to fall.
- Microsoft $MSFT (-0,97 %)
The subsidiary King Games (Candy Crush Saga) has a turnover of 20 billion US dollars.
- Sony $6758 (-0,75 %)
Bungie acquired for 3.6 billion US dollars, over 160 million US dollars in microtransaction revenue between 2017 and 2019.
Live service games can be a goldmine, but they don't have to be.
Sony, the second-largest gaming company after Tencent $TCEHY (+0,92 %) was actually missing just that. Single-player games were their thing, with games like God of War, Ghost of Tsushima or Marvel's Spiderman, XBOX was finally left behind because Microsoft overslept an entire generation.
But single-player games only bring in money with purchases, after that it stops.
But now Jim wanted to get a slice of the pie and produce a real cash cow. A huge cash cow meadow was to be created out of nothing.
Let's see what happened to these plans. Jim has since resigned, leaving his successor with a billion-dollar grave.
Two games were released during this time.
- Helldivers 2 sold over 12 million copies on Playstation 5 and PC by 05.05.2024. A real hit.
- Concord 25,000 units sold after two weeks! 25k The studio was even acquired during production. According to the sources quoted by Sacred Symbols, the production of Concord cost as much as 400 million US dollars. The studio is defending itself against these sources, but insiders are now piling on and confirming this. Sony closed the studio after two weeks... Firewalk Studio worked on the game for a total of 8 years, Sony was involved from the very beginning.
As of 01/23/2025, Sony has canceled 7 of 12 live service games.
Sony's management has wasted half the generation pursuing live-service games, only to cut almost all of them.
Bluepoint Games as an example, a developer of the Demon Souls remake.
This studio specialized in single-player and did damn well with it, gamers and press were always satisfied.
Now this studio has been given the task of developing a game with live service game elements. Bluepoint Games has no idea how this works, but thinks Okay Okay Okay if that's what the boss wants, we'll do it.
Video games are not always video games. Single-player and L-S-G are as different as apples and oranges.
Imagine Elon Musk now wants to produce cars with fuel, 12 models at once. Something like that can work, but it doesn't have to.
I didn't think it was a bad idea to produce live service games on the side.
But there were just too many.
I don't know how much the loss is, but if I had to bet, 2.1 billion US dollars.
With a net profit of 6.7 billion US dollars (2024), Sony can handle that.
However, important games will now be missing, Sony is lucky that Microsoft is no longer interested in selling consoles.
In conclusion, I have to say that it was the right move to pull the plug early on. Otherwise Sony would be burning more money.
Sources:
Gamespot:
ScreenRant:
https://screenrant.com/sony-cancels-live-service-games-god-of-war/
Wikipedia:
https://en.wikipedia.org/wiki/Sony
Play3:
Play3:
Jason Schreier, US American journalist
Bloomberg News, news agency
88
9 Comentarios
1Año
As far as gaming is concerned, I'm old school, only play single player games.
Don't need online and live service 😂
Don't need online and live service 😂
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