INVEST

Date of Update: 01/16/2020

Electronic Arts

Ticker: EA

Theme: Games

Country: United States

Sector: Interactive Home Entertainment

Company Description:

Electronic Arts (EA) is a global leader in digital interactive entertainment. The company develops, markets, publishes and distributes games, content and services that can be played on a variety of platforms, including game consoles, PCs, mobile phones and tablets. EA's game portfolio consists of both wholly-owned intellectucal property (i.e. Battlefield, Apex Legends, The Sims) and licensed content (i.e. FIFA, Madden NFL, Star Wars).

3 Company Facts:

  • FIFA is the best-selling sports simulation franchise in gaming history. As of 2018, the franchise had sold more than 260 million copies.1
  • In 2019, battle royale Apex Legends achieved one of the most successful launches in gaming history, reaching 25 million players in its first week.2
  • Apex Legends, Madden, and FIFA have all announced and/or launched competitve esports leagues around the world.

3 Industry Facts:

  • In 2018, the top 25 public companies by game revenues generated a combined $107.3 billion, totaling to roughly 80% of the global games market.3
  • Console was the second-fastest growing segment of the global games market in 2019, up 7.3% to $45.3 billion.4
  • In 2019, there was $211 million of prize money awarded amongst 4,000+ recorded esports tournaments.5

Related Companies: Activision Blizzard, Take-Two, Ubisoft

3 Key Company Drivers:

  • Games pipeline
  • Live services revenues
  • Digital bookings (operating margins)

Notable Brands:

Madden
Madden, American football simulation franchise
Apex Legends
Apex Legends, battle royale
FIFA
FIFA, football simulation franchise
The Sims
The Sims, life simulation franchise