Electronic Arts Inc. (EA)

Electronic Arts' stock price has experienced significant movement over the past six months. As of January 9, 2026, the share price was $204.10, representing an increase of 43.77% compared to January 13, 2025. In September 2025, EA agreed to be acquired for $55 billion by an investor consortium including Silver Lake, Saudi Arabia's Public Investment Fund (PIF), and Affinity Partners. Leading up to May 2024, EA experienced layoffs, executive team changes, company reorganization, cancellation of games, and the sunsetting of titles. The release of Immortals of Aveum was also a major flop. EA's Q1 FY26 earnings call in July 2025 reported robust performance, exceeding guidance, driven by strong EA SPORTS franchises and live services like Apex Legends.

Demand for Electronic Arts' products and services exhibits some seasonality, though the company's business model aims to mitigate this through recurring revenue streams. A significant portion of EA's revenue comes from "live services" and annualized sports franchises, which provide a more consistent revenue stream throughout the year. New game releases and major content updates for existing franchises can still significantly impact revenue in specific quarters. EA's strategy involves engaging players throughout the year with ongoing content updates and special events for its sports series. The company also faces potential revenue hits if major game releases are delayed.

Electronic Arts Inc. (EA) is a global leader in digital interactive entertainment, developing, marketing, publishing, and distributing video games and content across various platforms. EA operates within the video game industry, which falls under the Technology and Communications sector and Consumer Discretionary. The company's business model includes proprietary development studios and licensed partnerships, focusing on game development, distribution, and live digital services for consoles, PCs, and mobile devices. EA's core product line includes franchises such as EA SPORTS FC, Madden NFL, Apex Legends, The Sims, Battlefield, Need for Speed, Star Wars, Command & Conquer, Dragon Age, Mass Effect, and UFC. The company generates revenue from the sale of disk-based games, downloadable content (DLCs), subscriptions (like EA Play), micro-transactions, and advertising. Live services represent a significant portion of EA's total net revenue.

Electronic Arts has a significant global presence with its headquarters in Redwood City, California. The company operates across Europe, Asia, and North America. Key office and development locations include Austin, Texas; Baton Rouge, Louisiana; Los Angeles, California; Orlando, Florida; and Sacramento, California in the United States. Internationally, EA has offices in Docklands and Sydney, Australia; Burnaby, British Columbia, and Kitchener, Ontario in Canada; Guildford, Surrey, UK; and Stockholm, Sweden. EA's global distribution network localizes content for regional preferences and regulations, with marketing, publishing, and customer support operations distributed internationally.

Electronic Arts' brand reputation has been affected by several events in the past year. The company underwent a "tumultuous year" leading up to May 2024, which included layoffs, reorganizations, game cancellations, and discontinuing mobile titles. The release of the game Immortals of Aveum was also considered a major flop. EA continues to be recognized for its strong portfolio of popular franchises like EA SPORTS FC, Madden NFL, The Sims, and Apex Legends. The company's focus on live services and ongoing content updates for its major titles aims to sustain player engagement and positive brand association. The extension of partnerships, such as with UEFA, also contributes positively to its brand image.

Electronic Arts Inc. is largely dominated by institutional investors, who collectively own between 90.23% and 96.56% of the company's shares. Retail investors hold roughly 2.75%, and company insiders own about 1.88%. Major institutional owners of Electronic Arts include Vanguard Group Inc., BlackRock, Inc., Public Investment Fund (PIF), State Street Corp (State Street Global Advisors, Inc.), Capital International Investors and Geode Capital Management, LLC. The Public Investment Fund is part of the consortium acquiring Electronic Arts.