Issue 2

 Electronic Arts (EA)

Electronic Arts (EA) is a global leader in digital entertainment that develops and publishes games for mobile devices, consoles, and personal computers. EA’s major brands include EA Sports, EA Entertainment, and popular franchises such as EA Sports FC, Madden NFL, Battlefield, and The Sims.

EA stock chart by TradingView

Price at a glance:

Industry News:

๏ The global gaming industry is worth more than movies and sports combined, with over 3.3 billion gamers worldwide. The average age of a gamer has increased from 29 in 2004 to 36 in 2024.

๏ The top-selling video games in September 2024 were EA Sports FC 25, Astro Bot, Madden NFL 25, and The Legend of Zelda: Echoes of Wisdom.

๏ Netflix is developing a variety of games, including a Tomb Raider roguelike, Monument Valley, and an Assassin's Creed title. Netflix also recently launched cloud-streamed games that can be played on a TV or the web.

๏  Ain’t no party like a Super Mario Party Jamboree

๏ Video game performers announce strike, citing artificial intelligence concerns.

Business Assets:

๏ EA Sports: Electronic Arts’ sports gaming division, featuring major franchises like EA Sports FC, Madden NFL, and UFC.

๏ EA Entertainment: EA’s publishing and development division responsible for franchises including The Sims, Battlefield, Mass Effect, and Dragon Age.

๏ Mobile Gaming Business: EA’s mobile game portfolio, including titles like FIFA Mobile and Star Wars: Galaxy of Heroes, generating over $1 billion in annual revenue.

๏ Apex Legends: EA’s popular free-to-play battle royale game and major live-service franchise.

๏ EA Play: A subscription gaming service that provides access to EA’s library of games across consoles and PC.

๏ Advertising & EA Sports App: EA’s digital platforms focused on expanding engagement and creating new advertising revenue opportunities.

Company Information:

Electronic Arts was founded in 1982 by William Murray Hawkins III
• Headquarters: Redwood City, CA
• Employees: 13,400
• 2023 Revenue: $7.6 billion (+6.2%)
• 2023 Earnings: $1.3 billion (+59%)
• P/E: 42.3x