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Electronic Arts
EA · NASDAQInteractive Entertainment
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
IP & licensingLeagues, players, brandsGame studiosDevelopment & enginesGames & liveservicesFranchises + season conte…Cloud & onlineservicesServers, matchmaking, tel…Publisher /platformEA App + EA Sports/Apex/S…Storefronts &consolesConsole, PC & mobile stor…Players &advertisersGamers worldwideLGSports leagues & players' unionsDISDisneySTEA game studiosFCEA Sports FC & MaddenAXApex Legends & BattlefieldSMThe Sims & EA OriginalsAWSAmazon Web ServicesEAElectronic ArtsAPPEA AppSONYSony PlayStationMSFTMicrosoft XboxNTDONintendoMOBApple & Google app storesPCSteam & Epic Games Store···Players worldwide
Company details
Market cap
$53B
Take-private price
$210/sh
Net bookings (FY26)
~$8.0B
Revenue (FY26)
~$7.5B
Rev. growth
+9%
Live services
~74%
P/E ratio
~36×
Div yield
~0.4%
In plain English
Electronic Arts is one of the world's largest video-game publishers — built on EA Sports FC (the football game formerly called FIFA), Madden NFL, Apex Legends, Battlefield and The Sims. Increasingly it sells not boxed games but live services: season passes, in-game items and Ultimate Team packs that keep players paying year-round. In September 2025 EA agreed to be taken private for ~$55B by a consortium of Saudi Arabia's PIF, Silver Lake and Affinity Partners — the largest leveraged buyout ever — a deal shareholders approved but which was still awaiting regulatory clearance in mid-2026.
In simple terms
What Electronic Arts really sells
Electronic Arts is one of the world's largest video-game publishers — built on EA Sports FC (the football game formerly called FIFA), Madden NFL, Apex Legends, Battlefield and The Sims. Increasingly it sells not boxed games but live services: season passes, in-game items and Ultimate Team packs that keep players paying year-round. In September 2025 EA agreed to be taken private for ~$55B by a consortium of Saudi Arabia's PIF, Silver Lake and Affinity Partners — the largest leveraged buyout ever — a deal shareholders approved but which was still awaiting regulatory clearance in mid-2026.
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Risk read
Moderate
SteadierMore speculative
Why this rating?