Reddit Posts
5th planet games, a penny stock with investments in the upcoming Walking dead and Invincible games and a secondary listing with the ticker IDGAF
Update on EA Sports: they pulled a reverse split and I lost my $1.40 🤣🤣🤣 now the stock is worth $6
Sam Altman Likely to Return as OpenAI CEO - What will be the Board Fallout and What Might that Signal to the Markets?
Video game earnings recap, Take Two, Nintendo, EA, Ubisoft, Unity, Sony and Roblox.
Take-Two Interactive (TTWO) has tremendous risks. And why GTA 6 is an even bigger deal than you think
News Out - BlueFire Equipment Corp (BLFR) Reduces Authorize Common Stock, Increases Series A Preferred Stock for Future Acquisitions, and Shares Updates on the Binding Letter Agreement with Resource Rock Exploration, LLC.
The Marquie Group Secures 51% Ownership in Simply Whim
The Marquie Group Secures 51% Ownership in Simply Whim
$TLSA - Tiziana Life Sciences Announces Allowance By FDA For At-Home Dosing Of Intranasal Foralumab For Multiple Sclerosis Treatment
Huge investing firm screws up distribution to estate - legal or regulatory agency path to resolve?
Is Unity going to Zero? - Why they just killed their business model.
Unity's going down faster than the Hindenburg being attacked by 10,000 angry game devs with ground to air missiles and flame throwers.
Unity is going to start charging developers 20 cents per install. Developers are leaving en masse.
Unity is going to start charging small indie studios 20 cents per install. Thanks ex-EA CEO John Riccitiello!
SAG-AFTRA Gears Up For Possible Strike Against Video Game Industry
SAG-AFTA votes for strike authorization against at least 10 game companies
I think EA needs to sell themselves because they can't figure out how to make their stock proce go up on their own
100% BUY rating on BarChart: Surge Battery Metals' (NILI.v NILIF) has 20x to 80x Potential with its Nevada North Lithium Project says Sprott Analyst
EA earning call options disappointment
Surge Battery Metals' (NILI.v NILIF) has 20x to 80x Potential with its Nevada North Lithium Project says Sprott Analyst
20x to 80x Potential ? Surge Battery Metals (NILI.v NILIF) is "trading at US$10/t LCE in-situ pre-resource vs reserve peers at US$200-800/t" says Sprott Analyst
$NILIF - Sprott Lithium Analyst just released an analyst report on Surge Battery Metals with projections implying the potential of 20X to 80X multiples still from here... 4 key takeaways listed here:
Sold my ATVI stock and bought CMG, CROX, LYV, and NVIDIA
God bless America. Reminder to take your profits.
Why you underperform the market - how to put it all together.
Earnings Digest: An overview of last week's earnings and things to watch for next week's announcements powered by chatGPT
Earnings Digest: An overview of last week's earnings and things to watch for next week's announcements powered by chatGPT
Earnings Digest: An overview of last week's earnings and things to watch for next week's announcements powered by chatGPT
Earnings Digest: An overview of last week's earnings and things to watch for next week's announcements powered by chatGPT
Earnings Digest: An overview of last week's earnings and things to watch for next week's announcements powered by chatGPT
Electronic Arts EA share price rises despite earnings miss?
EA slips as BMO downgrades on smaller takeover chance after UK ruling
Revolutionizing the Gaming Industry: How Generative AI Technologies Boost Profitability and Transform Player Experiences
Generative AI's Potential to Revolutionize the Gaming Industry TTWO EA
From Marvel to Instagram: The Rise of Movella Holdings Inc. in the Entertainment Industry
From Marvel to Instagram: The Rise of Movella Holdings Inc. in the Entertainment Industry Introduction:
Electronic Arts is cutting about 800 jobs, or 6% of workforce, and reducing office space
Nexters: high-growth video game dev. of famous “Hero Wars” franchise is back trading on NASDAQ
Nexters: a DE-SPAC video game developer of “Hero Wars” fame is back trading on NASDAQ!
What is happening with these football stocks?
Lowest Four Market Caps in both SP 500 and QQQ as options strategy
Leader in Motion Capture tech used by Marvel, EA, and VR Youtubers like CodeMiko, Movella Holdings (NASDAQ: MVLA) has huge potential!
From Hollywood to the Metaverse: Movella's Explosive Growth (MVLA)
Discover the Game-Changing Technology Behind Hollywood's Blockbuster Movies ($MVLA)
Is it currently worth buying into the ATVI buyout and other video game thoughts?
TakeTwo stock analysis and valuation - How Zynga distorts the financials
I think this is the bottom for $EA. 95.57% institutional holders. Incredible
Star Wars Jedi: Survivor Delayed by Six Weeks to April 28
ZISE Day 1: the start of something stupid
Electronic Arts EA shares remained down by more than 12% Wednesday
EA earnings: What to expect
A graph of why I'm bullish on the PC gaming industry
Solid collection of videos exploring the Credit Suisse situation
Universal Systems, Inc./Digital Distro, Inc. (OTC: $UVSS) announces multiple key shareholder updates. @Digi_Distro
Universal Systems, Inc. (OTC: $UVSS) Provides Shareholder Updates @Digi_Distro
Which ETF spread would compliment each other the best as far as gaming stocks go?
#EA ELECTRONIC ARTS IT'S TIME TO BUY?
My thoughts on the unconfirmed report that Amazon will acquire Electronic Arts
EA might be the Play of the day on rumored Amazon aqui
Amazon to buy EA – announcement due today claims source
Q2 '22 Earnings Call Takeaways for video game publishers: (ATVI, EA, TTWO)
hello, i was recently introduced to the world of Expert Advisors.
$BNCHF Benchmark Advances Preliminary Economic Assessment, Feasibility Study, and Environmental Baseline Studies for Its Gold-Silver Project
All trails ALWAYS lead to the same source… No matter where you are in the world, your markets are being manipulated by the same people.
$Siga and Monkeypox - The Ultimate Ape Case
$SIGA and Monkeypox - The Ultimate Ape Case
Ready to invest in CDPR but confused about the three options
China is next Significant power to head out from the Global Market.
Friendly Discussion: EA Looking To Sell Or Merge
Q1 '22 Earnings Call Takeaways for video game publishers: (ATVI, EA, TTWO)
Is Elongate Mush just doing it for the loss porn?
Mentions
tf my shit runs great even on games with horrible driver support i play EA shit only if you have more overhead it works just well called have HP lmao
Why? They might not make the greatest games of all time, but I don’t see mich difference from EA and Activision which was sold at 100 times ubisofts market cap right now. I have enjoyed a lot of the new ones. If they focus more on quality, plus the injection of money from Tencent, I see a big oppertunity now.
I sold 5 shares of TMUS at $245 And 10 shares of Roblox at $51 :( To buy 10 shares of Apple at $173 I sold 20 shares of GameStop at $26 And 20 shares of Scholastic at $16.42 To buy 10 shares of Target at $91 I sold 5 shares of EA at $201 To buy 47 shares of Nintendo at $21(and it’s been hurting badly this month. Not even sure why when their numbers are good, but I suppose RAM fears are hurting it badly along with Japan shit economy) And bought 10 shares of META at $597 Also bought 25 shares of RKLB at $41 Just sold 10 shares of Palantir(had 70 at $8 and 20 at $22 for awhile) very recently at $189 to buy 15 shares of Netflix at $95. May hurt in the short term but Netflix feels quite cheap right now and with their rumors of wanting to buy EA, makes me think they have big plans to become an entertainment hub and not just streaming. Other purchases this year: * 20 shares of Intel at $20.42 * 9 shares of Nike at $72 * 5 shares of Google at $146 * 6 shares of AMD at 83 * 11 shares of Nike at $55
Annnnd now I'll never buy another EA game. Not like I was buying a bunch anymore anyways. lol
Of course they do the blood sucking industry vampires. They couldn't care less where the money is coming from. EA sucks arse anyways
Honestly I’m sorta expecting this. EA isn’t worth $55b anymore. Their only racket is FUT, and after licensing costs and such it’d take a very long time to repay that 55b after inflation. I’m guessing this purchase is being done with the intent of resurrecting some abandoned licenses and making them profitable again.
Battlefield 6 also just dethroned COD as the FPS of the year, sold very very well and outsold BO7 by like double, so that helps drive the value proposition a lot since it points the BF IP being able to dethrone COD as the preeminent FPS franchise. That along with all the sports titles gives EA a chance to print money for the next few years even if everything they produce is uninspired shit.
EA has been trash for the past 10+ years
Jared Kushner is also part of the deal. Obvious EA boycott.
EA is getting bough by Saudis. Made a good bit on that, they need to keep buying up stuff. lmao
This is fine. Best case scenario, we get better games. Worst case scenario, nothing changes. I mean, it's EA, it's not like they can get any worse!
Great idea; > EA Camel Racing 2026, now with falcons
I'll be "sailing the seven seas" for all EA games for now on.
Peace prize or pieces prize. I believe that EA will milk the product but the team, crew and core will have left long before this become what it was. It still EA but they can't reclaim the place they once stood. It is the past
And Jared Kushner. I STRONGLY advise against playing any EA games going forward. And if you have played any recently you should probably request that they delete your personal information from their servers. Honestly, a couple million people all demanding their personal information be deleted at the same time would be hilarious.
But that would be a fun game if it weren't by EA.
Wtf is Kushner going to do with EA?
Well that means EA is now dead, everything will be censored and even more shit than it is now.
Ugh. I hope they sell off IPs soon, I will never buy another EA game.
A true celebration of the human arts. Well done EA - what worthy owners
EA's riding on BF6 this year, which owed it's success to 30-45 demographic Iraq/Afghan war vets coming back into the fold, and they just sold the company to Saudi Arabia? Smart
EA FC's new cover athlete will be Ronaldo immediately & indefinitely.
Well now I know where the next powerhouse will be. Saudia Arabia. Yep 50 years from now they'll be the most developed nation due to AI and now video games. Yep the future is video games. People will go to work in there homes and play games all day because thats how they will get paid. I believe that is the future and thats how currency will be made. Buying EA will be the most undervalued stock buyout of all time. All these years spending my dads credit card on fifa packs. Fuck EA but I know how powerful they are and will be.
Well shit, I guess I'll continue to not give EA any of my money, ever.
Okay I am dumb with stocks. Can you educate me. Let’s say I bought EA stock 10-15 years ago for like $15/share, right? Since it’s being bought and presumably no longer going to be publicly traded. Would I be forced to sell my stock @$210/share?
This. EA will never get another penny from me.
Wouldn't be hilarious if it actually made EA less shit.
EA literally can’t get any worse. I’ve never hated a game company more.
"Okay EA all you need to do is pay tribute to one of your [top developers](https://www.nbclosangeles.com/news/local/video-game-developer-vince-zampella-crash-call-of-duty/3819576/) on this incredibly sad day." EA:
Depressing that this is happening. I won't lie, I wasn't exactly buying a ton of EA games but this is still incredibly bad.
Honestly, what is EA making these days other than FIFA?
I will never buy another EA game again. They were always shit anyway but fuck the sultan MBS chopping off American journalist heads.
Deng the Saudis getting EA .. now they coming for WB That oil money tho
Saudis continue to buy up as much of American culture as possible to make themselves look legitimate. Fuck EA
Clearly people we looped in ahead of time. Just like with EA.
$EA...they used to be besties with $NVDA when they were young
EA's stock is a clear example of how easily they can control the market and how little retail matters
There’s 2 EA-18G Growlers (FA-18’s with electronic warfare equipment) operating not into far from Venezuela, is something about to go down?
TMC, EA, CALM, NFLX idk
Larry’s fortune is 400b, wsb + data center debt would be 200b. All Larry needs is to pull some strings so he can help his kids- both his children are producers, one is the ceo pf paramount. The thing is, media is a sorta sensitive matter, and handing it over even partially to Saudi countries would not be the best for the country. Remember the attempted Qualcomm acquisition by broadcom was blocked by the orange man because of broadcom’s Chinese connections? EA is different- entertainment industry.
Saudi's Bought EA not too long ago (in progress) for around 55 billion (30-40 billion by them in form of debt) and I believe the Saudi's contribution for this deal was around 20 billion, 42 billion by the Ellisons. Approx for the numbers off memory
Holy shit...I've been busy at work and just checked in. I am net green. Time to start putting in some stop loss orders in. I think we are too early in the game to sell (especially if there is some sort of EA) but like most here, PTSD starts to kick in whenever I start to feel I might actually hit a home run in this sector! Glass half full.
It was announced then, released last year November. The try hard fanboys still argue it is in EA.
Wasn’t the game announced in 2019 who the fuck buys the EA argument anymore lmaooo
First EA, now Paramount. Great.
If you read the article you'll see some familiar faces are funding the deal; Trump, Jared Kushner and Saudi Arabia. They're also buying EA games. They're using your tax dollars to loot the US and sell every part of it to enrich themselves. Hope everyone got what they voted for!
I might be mistaken but didn’t he have part in the EA purchase too?
Should be 2.5 years. H100's came out in March 2023 and have already been fully depreciated and are being dumped on the secondary markets like eBay. They have thousands of H100s at about 20k EA, and even small racks of them selling for sub-million dollar ranges. The hardware is accelerating very much like the early supercomputer years; 10 million dollar cray system, then 800k alpha cluster system, then 300k Sun SPARC 8-cpu motherboards, then 150k high end 4-socket Opteron boards, and finally full commodification of mega-core count CPUs, at scale with early Exons, threadrippers, Epyc, and Gravitron.
Their gaming revenue is tiny. EA prints money with their yearly sports releases, which could have paired well with their ambitions to cover live sports more in the future.
NFLX should have bought EA to diversify into gaming
The EA deal will 100% go through. The Trump family is basically an extension of the Saudi kingdom.
I'm happy they lost the bid... That guy is such a spoiled brat .. go see Daddy for money .. not to mention Paramount's bid was 3/4 Saudi money backing .. I'm sure WB looked at this and didn't like that fact. I wonder if the EA private sale will even go through considering it's backed once again by the Saudi fund .. If trump puts his input into this.. what happen to made in America. Should call it made in Saudi as everything is being bought up by them.. he'd be very wise to stay out .
Name a large company that does not have an EA with MSFT. Any company that matters will have E3/E5 by default.
We are witnessing a clear rise in escapism and social isolation across the Western world, a trend that has accelerated over the past five to ten years. One of the most measurable drivers is the growing political and values chasm between young men and young women. In almost every Western country, men under 40 are shifting rightward while women in the same age bracket are shifting leftward—the widest gender gap in political identification ever recorded. This polarisation is not politically neutral in private life: over half of young women now say political compatibility is a prerequisite for dating or marriage, compared to just over 40% of young men. The result is predictable and already visible in the data—marriage rates continue to plummet, now roughly half their post-war peak in the US and down over 40% since the 1970s in the UK and most of Western Europe. When traditional pair-bonding becomes harder, people seek substitutes. The voids once filled by a spouse or long-term partner are increasingly occupied by pets, pornography, AI companions, OnlyFans, and immersive gaming. Pet ownership among Millennials and Gen Z is at all-time highs; OnlyFans net revenue has grown from \~$380 m in 2020 to over $1.4 bn in 2024; and the average age of a U.S. gamer, far from being a teenager, is now 35–36 and has hovered in the mid-30s for over a decade. These are not random cultural quirks—they are structural, durable shifts in how hundreds of millions of people, especially men, are choosing to spend their time, money, and emotional energy. That makes them investable. A relatively pure-play “escapism & substitute companionship” basket today can be constructed from three core pillars: 1. Gaming (distraction & achievement) EA, TTWO, Ubisoft, Roblox, Embracer, Nexon, Krafton, NCSoft, Square Enix — deliberately excluding the mega-caps (MSFT, Sony, Nvidia, Amazon, Alphabet) to keep the exposure undiluted. 2. Pets & pet health (unconditional companionship) Chewy (CHWY), Zoetis (ZTS), and to a lesser extent Petco (WOOF) or Freshpet (FRPT). 3. Adult entertainment & hobbyist escapism (sexual & narrative fulfilment) PLBY Group (Playboy) and, more powerfully, Games Workshop (GAW.L) — the near-monopoly owner of Warhammer, a franchise with extreme customer stickiness and incoming mainstream exposure via the Henry Cavill Amazon series. These industries are not only growing; they are growing because the underlying social trend—delayed or abandoned family formation—is still in its early innings. As long as the political gender divide keeps widening and the institutional trust that once supported marriage keeps eroding, demand for these substitute goods will compound. In short: loneliness is becoming a multi-trillion-dollar structural theme, and a concentrated basket of pure-play stocks allows an investor to capture it without betting on the broader market
The EA acquisition is basically guaranteed to go through given Trumps relation to the Saudis and Jared Kushner. It still has 3.5% upside as of today’s close and is expected to go through by April 2026. I’m in at $200, hard to beat a risk free 5% in 5 months.
It's not that easy because longer-term contracts have higher vega, their IV generally rises too before EA and collapses afterwards.
Prior to the EA, the IV of near term options will expand more than further expirations and collapse more after it. The larger the IV expansion of the near term option compared to a later one, the greater the potential profit. If the expiration of the near term option is only a few days away, its time premium will collapse quickly. When you get more comfortable with this, you might consider investigating doing a double calendar (both the put and the call spread). I'd also suggest that you evaluate buying a nearer expiration. That will reduce your risk if the underlying moves sharply away from the strike price.
The fact that Google calls their chips "tensor processing units" (TPUs) confuses Investors, talking heads, retards on here, and seemingly everybody else... We all know that graphics processing units (GPUs) are well suited for training AI. The reason why GPUs are good at performing matrix calculations is because graphics rendering is done by performing fuck-tons of matrix calculations. The primary practical use of chips optimized perform matrix calculations was graphics rendering, thus why such chips have retained the "GPU" name even though they have been useful for FAR more than just graphics for MANY years now. Just like "GPUs", Google's "tensor processing units"/TPUs are optimized to perform matrix operations and they are the same exact class of product as datacenter GPUs sold by NVIDIA and AMD. When Google launched their first "TPUs", they had zero intention nor capability to go out of their way to support developers of graphics-intensive desktop apps. Google isn't Adobe or EA; Google is an advertising company that relies upon data science to maximize the efficacy (and profit) of the ads they sell. Google's primary internal use for matrix-optimized chips is data science and their secondary use is selling cloud compute time to others. In computer science, "tensor" and "matrix" mean almost the same thing. And at the same time that Google launched their first "TPU" back in 2017, they launched the first full release of a data science matrix calculation framework called TensorFlow. By calling their chips "TPUs" instead of "GPUs", Google advertising their cloud compute services to data scientists. So ultimately, the name "TPUs" is a targeted ad. (Remember: Google is an advertising company first and a data science company second.)
The fact that Google calls their chips "tensor processing units" (TPUs) confuses Investors, talking heads, retards on here, and seemingly everybody else... We all know that graphics processing units (GPUs) are well suited for training AI. The reason why GPUs are good at performing matrix calculations is because graphics rendering is done by performing fuck-tons of matrix calculations. The primary practical use of chips optimized perform matrix calculations was graphics rendering, thus why such chips have retained the "GPU" name even though they have been useful for FAR more than just graphics for MANY years now. Just like "GPUs", Google's "tensor processing units"/TPUs are optimized to perform matrix operations and they are the same exact class of product as datacenter GPUs sold by NVIDIA and AMD. When Google launched their first "TPUs", they had zero intention nor capability to go out of their way to support developers of graphics-intensive desktop apps. Google isn't Adobe or EA; Google is an advertising company that relies upon data science to maximize the efficacy (and profit) of the ads they sell. Google's primary internal use for matrix-optimized chips is data science and their secondary use is selling cloud compute time to others. In computer science, "tensor" and "matrix" mean almost the same thing. And at the same time that Google launched their first "TPU" back in 2017, they launched the first full release of a data science matrix calculation framework called TensorFlow. By calling their chips "TPUs" instead of "GPUs", Google advertising their cloud compute services to data scientists. So ultimately, the name "TPUs" is a targeted ad. Don't forget that Google is an advertising company.
Microsoft threw copilot licenses at me, upgraded my core licensing to E5 and reduced my total EA spend all to pump their copilot numbers.
It's not about the hobby, it's the specific game. It's made by EA which is a completely awful and unethical company
Bro demands EA invest in better more realistic opponent AI
Wtf is up with EA? 200-202 since October
Agreed. There's already a ton of gamers protesting their investment in EA. Saudi Arabia is now the new country that gamers worry about having too much control over the industry, and the ability to censor what's in games. Previously these fears were reserved for China.
It's reinvesting every cent into infrastructure and their own datacenters. Even Sony and EA don't have the server capacity and scalability Roblox does -- theirs is P2P and Roblox is centralized. Tell me you know nothing about the company without telling me
It's reinvesting every cent into infrastructure and their own datacenters. Even Sony and EA don't have the server capacity and scalability Roblox does -- theirs is P2P and Roblox is centralized. Tell me you know nothing about the company without telling me
[https://i.imgur.com/4EA4H2Y.png](https://i.imgur.com/4EA4H2Y.png) Fixed it
They can have EA, they haven't made a decent game in a decade.
No, it was founded in San Mateo, California. They had acquired a development studio in Vancouver in the early 90s (Distinctive Software) that produces FC and other titles though. It is one, if not the largest, dev studio under the EA Sports brand.
I think we all know the Saudi crown family isn’t necessarily showing all of their income streams. Additionally, I’m sure Trump is referencing the Saudi acquisition of EA Games and the recent acquisition of Warner Bros. I personally don’t think the Saudi Crown Family buying American companies is good or qualifies as “investing in America” but whatever, I’m not the president
They have been buying up shit left and right for years knowing oil wasnt long term. Think they just bought EA for games and are working on buying a movie studio now.
Microsoft is cooking their copilot sales at the cost of core business licensing. My EA renewal was MSFT offering their whole ass over a barrel begging to buy copilot.
But they aren't The converted Preferred are part of the Registration Statement (S-1) and Prospectus 424B3 (It's already effective) The Selling Shareholders had 9.99% Beneficial ownership blocker that's why the Total shown in the Prospectus is only ~900K But, according to the 10-Q they definitely convertedsold, converted sold, etc for close to 5m UNRESTRICTED SHARES that are part of the Float! https://www.otcmarkets.com/filing/html?id=18813947&guid=Ljb-ka42ZsruQOh https://www.otcmarkets.com/filing/html?id=18781700&guid=Ljb-ka42ZsruQOh PRE-14A to show that Insiders only owned 6-7% (Float 90%+ of Shares Outstanding) https://www.otcmarkets.com/filing/html?id=18891073&guid=Ljb-ka42ZsruQOh#EA0263686-01_HTM_T991001
EA just got bought by the Saudis and FIFA/Madden are extremely popular games for them. Those aren't going anywhere. They are also going private.
I don’t even think it’s for adoption since there was no obligation to keep the licenses. Not many people wanted copilot when it had a 300 user minimum, so they removed the minimum. People still didn’t want it, so they came up with this plan to inflate copilot sales at the cost of their core business(E3/E5 is the thing that every user needs for email/office/etc plus all the backed stuff). With no actual obligation to make those copilot licenses stick. To be clear, our EA this year cost LESS than it did 3 years ago and we jumped up to the E5(Microsoft’s premium “almost everything” license). We were laughing in a side chat when our account manager gave the pitch. We were ready to almost double our MSFT spend (E5 are almost twice the price of E3) and they gave us everything we wanted for no additional spend - just to add those stupid copilot licenses as a line item. They desperately want to pump up that “AI revenue” and are happy to slash their core license profits. I’d be curious how many other sysadmins here have the same story.
Eh it’s not that sensitive. Microsoft is padding their Copilot sales figures by offering HEAVY discounts on core licensing for EA customers if they add copilot licenses. My EA last year saw us step up from E3 to E5. We were prepared to do so at full price, but MS made an initial offer of 50% off the E5s if we added a couple thousand copilot licenses. There was no obligation to keep the Copilot licenses for the entire 3 year term, so we dropped 90% of them at the true up a couple weeks ago. Our EA total is only like 30MM, but them coming in hot with this offer (before any attempt at negotiating) makes me think they are doing it with most EA renewals as of last year.
I wonder how padded that Microsoft stat is. My EA renewal was September 2024. They gave me 50% off E5 licenses if we added some copilot licenses (already removed 90% them at the true up a month ago). So I got E5s for less than what I was paying for E3s, in return I helped them pad their copilot sales.
Ok so you just don’t know what you’re talking about. https://irds.ieee.org/topics/semiconductors-and-artificial-intelligence https://www.synopsys.com/glossary/what-is-ai-chip-design.html https://www.cadence.com/en_US/home/explore/ai-chip-design.html But you probably know more than people at Synopsys, Cadence, and IEEE. Or the people at NASA that deployed an EA designed antenna on an actual mission back in 2006. Stochastic Parroting is extremely useful when your field has more literature than you could possible sift through in a lifetime, and it doesn’t even acknowledge actual novel results that are being created which you’d know about if you were at all involved in “developing foundational models.”
They don't but I'll never forgive this Bioware/EA for completely destroying my all time favorite franchise with how awful Veilguard was story & character wise
That’s BioWare/EA, who both also suck ass.
EA lost FIFA, their soccer game is now called something generic like EA Football Club.
Yeah, I get it. But the fear of missing out on another big opportunity like the Activision-Blizzard deal by Microsoft or EA being bought by the Saudis is real. I’m not trying to dismiss that feeling, and it’s important not to let emotions drive investment decisions. At the same time, the 50x market cap difference between EA and Ubisoft feels way too extreme to be explained purely by fundamentals. A lot of it is likely due to structural factors: Ubisoft being a European company listed in Paris, stricter takeover and employee protection laws, and Tencent holding a significant stake. These make big acquisitions or aggressive restructuring less likely, which keeps the valuation low.
Sure, a profitable company is generally worth more than a loss making one. But even taking that into account, a 50x market cap difference between EA and Ubisoft is absurd.
Yes, EA may appear less risky and more diversified, and Ubisoft’s recent losses don’t help. But even accounting for risk, brand diversity, and headcount concerns, a 50x market cap difference still feels excessive. Ubisoft still owns major, globally recognized IPs like Assassin’s Creed, Far Cry, and Rainbow Six, many of which generate recurring revenue through DLCs, microtransactions, and live services (Rainbow Six Siege for example). The absolute headcount isn’t inherently negative, if managed well, it could allow Ubisoft to scale multiple franchises simultaneously.
Yeah, EA makes around $1.5 billion in profit while Ubisoft is slightly in the red, but a 50x difference in valuation still seems exaggerated.
There is also a huge amount of Assets EA has where as Ubisoft has very few. NFL, FIFA and other contracts help play into a huge boost in profitability and desirability from the standpoint of investors. However - as a gamer, EA is dogshit and to me they are pretty worthless. However, ones mans trash... is another Saudi investment firms golden poop.
The answer is summed up by the tagline “EA Sports, it is in the game.”
EA is seen to carry much less risk and annually provides stable revenue growth, as opposed to Ubisoft showing erratic numbers and even losses recently. EA has strong IP and brand awareness that is well diversified across shooters, F2P, sports, strategy, and live service. Ubisoft also has some of that but lacks the historical brand diversity. The employee count you mentioned is also seen as a negative rather than a positive. Ubisoft is notoriously bloated in terms of headcount, which investors see as an impediment to predictable revenue and growth.