EA

moneybug2021

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.

moneybug2021

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.

moneybug2021

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.

moneybug2021

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.

GunBrothersGaming

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.

jwrig

The answer is summed up by the tagline “EA Sports, it is in the game.”

WhiskeyTigerFoxtrot

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.

SwimmingPatience5083

Quick check: EA is profitable, Ubisoft is not. Ubisoft net operating income $66M loss EA net operating income: $1.5B profit

ticko_23

This is not surprising at all. Ubisoft has been shit for decades. EA is also shit, but they manage to sell the exact same game every single year and people love to buy it.

Paul_Robert_

If EA were to design sex robots: *Insufficient funds. 3$ per pump*

d33p7r0ubl3

Is it any good? Callls on EA?

Napster-mp3

She’ll make a great EA

bearhunter429

#Can't wait to play the Saudi edition of Battlefield now that they bought EA LMAO🤌

Xzlk

I actually got blessed by that on EA. I remember reading the headline. Fucking electric.

redundantmerkel

TikTok runs on oracle, and the government will soon run the algorithm, and EA was bought by the Saudis. Anyway, citizen data will be processed by openai and be part of the circle

nyse25

EA has been garbage since the late 2000's

kawkface

I commented "Fuck you EA" on the battlefield subreddit and got 5k upvotes...wtf man

Brawmethius

Pretty sure everything touched by the trump family is just money laundering. I'd point to their liberty coin as the best example. They have extracted close to 900M from it in just 2025. Have random entities just plowing in 100Ms yet if you look at spot price barely moves the needle. Pretty sure the play is: 1. "Invest in the future of finance" - money in point 2. Funds now just into the crypto space- wash 3. Trump family sells coins - money out Technically they didnt directly get money, the people they are meeting with are just plowing in hundreds of millions into the "the future of finance" on an obscure irrelevant coin and they are just selling their holdings. I think things like the EA deal are no different. Saudi isnt bribing them! They are just entering a joint investment well above the value of the asset with a private offering. That i am aure lil trump will make bank on as a great investment. Their crypto grift pulls in 16× more than the rest of the business empire combined.

Xzlk

EA’s earnings were actually shit. This will go down as the biggest wax of the century. $55 billion for that crumbling piece of shit is insane.

Seymour_asis501

Red sec is actually really good EA calls

IllBuyYourCar

Saudi having a big SNAP investment while taking EA private seems like a perfect set up for mainstream VR games

BuyHighCryLat3r

EA has to be controlled. How has it been holding 200, not a dollar more or less, for a month straight. Shits more frozen than UNH

kumquat_king69

LMAO I put a bet on polymarket that EA would say the word "mobile" on the earnings call thinking it was a lock. They didn't even have a call with the pending acquisition 🤣 can't even be mad. But maybe I can be because why would they schedule a call that they never had the intention of holding

_WeDoNotSow_

Dammit....can't believe how unlucky I am...bought EA calls for an earnings play and it's flat!!!! Unbelievable

kaapooj

some sold EA for 198.50 on a meaningless earnings miss

Brawmethius

EA confirms sale at 210$ a share... stock below $210.... do people really think this deals going to get blocked under daddy's administration?

Electrical_Maize3587

Lmao EA is going private and they said they no longer will provide guidance. Glad I bought puts

Electrical_Maize3587

EA gave terrible news and even said they will no longer provide guidance and the stock is flat wtf

DifficultyFuzzy5090

Anyone know what’s happing with the EA earnings? I thought the company was sold private?

Therecanbenopeace

No play but genuinely curious how EA does with all the shit goin' on there.

NotUpdated

The puts this morning at .18 for the $200 ... seemed priced cheap. Is EA 'out of play' or something? I know they were / are / merging I guess that will keep it from shitting the bed? (cause the agreement was for the share price around 200?)

WendyDumpsterFire

EA earnings will be halal fifa, need for speed, and ufc.

BertMacklinFB1x

why are EA's options so cheap for earnings

WendyDumpsterFire

EA earnings annoucing halal games

Split_Seconds

What is the play on EA? It seems options are VERY cheap?

Overall-Meeting1564

Will EA even move much after earnings, given that it’s already preparing for its acquisition?

MDemon

EA reports tonight how yall playing it?

kumquat_king69

Hammering "Will EA mention 'mobile' on their earnings call" on polymark rn. No way they don't mention their shitty mobile games

Godfather751

EA calls or Puts?

T-hibs_7952

But now since Jared Kushner is partnering with Saudi Arabia to buy EA, the tune is going to change.

Beneficial-Tax-1776

can you still buy EA options for earnings?

Barlored

In a similar fashion to AR/VR, AI also has no killer app. ChatGPT usage on the decline since summer and it's just an advanced Google search. It doesn't actually do anything new. "It writes code me me" - the dudes on various tech forums wrote the code I needed 8 years ago. EA reported this week that AI tools increased dev time. No efficiency found yet while we barrel into recession.

ArtisticCommunicator

EA reporting after a huge gap from being in the news 🤔

kopisiutaidaily

Gaming companies are good until executives killed them with their greed. EA use to make great games, now, a hot piece of garbage that rinse and repeat past games and slap a new number over it. Ubisoft also made great games and then turn to the same garage business model to milk its customer every single cent…

Prestigious-Cell6102

For gold, I stuck to a copy with a 20% profit share, the master has an EA that is historically profitable, avoids the Asian session, avoids trading in extremely volatile times, etc. For now, I'm happy with it (it's clear that you are subject to greater risk when trading with leverage, so I recommend allocating a maximum of 2-3% of your portfolio to it).

Prestigious-Cell6102

For gold, I stuck to a copy with a 20% profit share, the master has an EA that is historically profitable, avoids the Asian session, avoids trading in extremely volatile times, etc. For now, I'm happy with it (it's clear that you are subject to greater risk when trading with leverage, so I recommend allocating a maximum of 2-3% of your portfolio to it).

no17no18

Nintendo focuses on their strength. Ubisoft is trying too much to copy whatever they think is the most popular game or genre which is what almost every other publisher tries to do. Basically nothing about them is special or different than what the likes of EA or Activision do.

BottleAvailable

Bought 210 EA CALL EXP 28th Nov

Outrageous_Iron_1165

There is also a significant complexity variable here to consider as this is not an apples vs apples comparison. Many of Nintendo's lineup are far less intricate and challenging to develop than eg open-world games (which, by their nature, have an added layer of difficulty, development wise, due to the multi-faceted inter-connected systems). Nintendo keeps re-releasing its name branded games, rather than focusing on developing completely new series. Any other company gets slated for doing this but there's a cult following and universal nostalgia validation of anything Nintendo makes (obviously their games are excellent and very clean though). I think Ubisoft (same for EA, Activision) have a very difficult job remaining competitive while not churning out games which aren't really ready for release. Nintendo almost isn't even in the same market.

Plutuserix

Never heard anything that bad about EA, seems like one of the better run game companies. Profitable and a good workplace.

dman45103

All big developers (EA, Activision, T2) have tons of huge IP they own but it’s not as easy for them to monetize to the extent they need to otherwise we would be getting SSX, Spyro, NBA Street, Command and Conquers etc. fuck we can’t even get a Tony hawk that isn’t a remake.

Plutuserix

Activision and EA would disagree with their Call of Duty and sports franchises. Also Take Two. How much heart and soul is in NBA each year and in GTA Online by now. Sells like crazy though.

feedmestocks

I've wrote a few negative posts on Ubisoft over the years and warned people. 1. The share structure is an absolute mess (Guillemot Brothers owning a large amount and Tencent beholden to them). Family run businesses are never good for share holders. 2. Ubisoft games have pretty much a set pattern / structure that feels extremely dated compared to their competition . 3. While their games are dated, they're actually significantly more expensive than their competitors to make, with over twice the staff of EA. I know people are gonna think Ubisoft is cheap (which it is historically), but we don't know everything about how the subsidiary Vantage Studios works with Tencent (which I imagine has clauses about the IP ownership since their cash injection), so if you think of buying, delve into that part.

boringtired

Nintendo is run vastly differently than a Ubisoft or EA. It’s an outlier example of a Japanese company that takes actual pride in their products. You could look at them and point to all the things that they do right and try and find that parallel in Ubisoft, you’re not going to find it.

borat_he_like_you

Gotta thank EA for giving us Battlefield 6 to make the wait for GTA VI a little easier 👏

BigDipper0720

I almost always sell on the news. Latest example: EA Waiting around just risks the deal unraveling.

Civil_Toaster

Getting bought out by saudi oil money like EA

BuddyIsMyHomie

I guess he was right about gold since he’s obliterating the U.S. Dollar while he readies the EA for rug pull and adoption of ABTC and WFLI, as he and his cronies own >70%

Malinea

I know. Still, not relevant. I alone would not matter even if I owned 100x more. That's why I want to advocate the disapproval vote and spread the word. It's a bad deal for gamers and honestly it is not a good deal for investors either. 25% premium, yeah, but honestly EA could already be up significantly after BF6 launch that paid all the development budget off in a week. The past 9 months has been a constant linear uptrend and the stock could have reached +200 USD by sale close time at this pace with momentum alone. Current earnings are not great but EA is trading at historical average P/S ratio of 6. However, EA's products have also been shit in the last years and now they are actually making things better. Not to mention how much potential AI has to cut development costs. \-EA Madden NFL 25 topped the revenue charts as the number one in August \- EA Sports FC 26 broke records and was the number one selling game by revenue in September \-Battlefield 6 looks like is going to be top selling game in October. 7 million sold in 3 days, which covers the whole development budget of 400 million $ even without considering phantom edition sales and probably upcoming in-game purchases. \-USD has depreciated 12% since the beginning of the year, and if current policies continue, it is likely to continue depreciating. But EA prices their games in foreign currency. This will automatically will increase USD denoted revenues. EA reached 1.6B earnings with a revenue of 5 billion in 2018. The market cap peaked at 43B USD. which adjusted for inflation is already $55.48 surpassing the acquisition price. Now revenue is already 50% higher without that much success in game charts EPS has been down as revenue has barely been able to cover development costs that are fixed in nature. Now revenue is likely to smash estimates EOY and this is likely to push EPS up significantly. 25Q3 and especially 25Q4 earnings are going to skyrocket. Probably PIF and the rest of the consortium knows this as they are significant shareholders with a share of 10% already, which is why they can justify the acquisition even with significant leverage.

sirzoop

How many shares of EA do you own?

adheretohospitality

I'm voting Yes Can't wait to see both EA and JK lose money

MajorasKatana

Eh, it's EA. If it dies it dies, good riddance. You won't be missed.

ACITceva

> The decision ultimately comes down to the shareholders. We need to show them that selling out the company's future (and its community) for a quick buck is a bad move that will tarnish the EA brand forever. The shareholders voting on and profiting from this sale by definition don't care about the company or brand's "future" - The entire point of a sale like this is that the shareholders take their money and run. So this argument is kind of an irrelevant point.

Conscious-Trust-6164

This actually might not be a terrible thing. Saudis aren't going to just brush off losing titles or ideas; heads will roll. So these trends that gamers hate might linger for a bit, and then will be corrected real fast. And if it doesn't work out, the shitty studio is still shit and the Saudis lost a bunch of cash. Who cares? All the EA titles that gamers hold dear ended last generation.

FrankDrebinOnReddit

Considering EA was trading at $174 before news of the acquisition and shareholders are being paid $210, they're not going to say no. Even if the board recommends against it, the shareholders will vote for it(the board cannot refuse, they can only recommend for or against).

Belkon

Marvel Rivals is backed by the Saudis and there’s no scalping there. Sure the leveraged buyout could increase micro transactions but I’m tired of the current EA agenda. Bite me, I’m all for it.

vice123

The EA move will hinge on how many AI cores the next gen INTC CPUs are going to have.

19andbored22

EA please imma bust continue rising please hit 205 i know you want to

Significant_Gene7582

Okay regard, a quick Chat GPT says: TL/DR.....YOU are a REGARD! **DNN = Denison Mines** — a Canada-based uranium developer focused on the **Wheeler River** project (Athabasca Basin, SK). The near-term story is the **Phoenix ISR** deposit. # Why DNN is on radars right now * **Permitting is in the home stretch:** Provincial environmental assessment **approved Aug 2025**. Remaining **federal approvals** (EA + License to Prepare Site & Construct) are scheduled for **CNSC public hearings in Oct and Dec 2025**. [Denison Mines Corp.+1](https://denisonmines.com/news/denison-receives-provincial-environmental-assessme-122827/?utm_source=chatgpt.com) * **Timeline if approvals land:** Company guidance targets **construction in early 2026** and **first production in H1 2028** for Phoenix ISR. [Denison Mines Corp.+1](https://denisonmines.com/site/assets/files/6716/denison_mines_corp__denison_reports_cnsc_hearing_dates_for_phoen.pdf?utm_source=chatgpt.com) * **Economics/tech:** Phoenix has a completed **feasibility study (ISR mining)**; Denison is also advancing **Midwest ISR** (PEA: after-tax NPV \~$965M, IRR \~83%). [Denison Mines Corp.+1](https://denisonmines.com/projects/wheeler-river-project/?utm_source=chatgpt.com) # “Government funding” angle * Most current **U.S. DOE/DoD uranium procurement/funding** programs primarily benefit **U.S.-based producers** (e.g., UUUU, URG, UEC). DNN, being Canadian, would **benefit indirectly** via uranium price and Western supply-chain support, not from U.S. checks to Denison. Canada, however, is politically supportive of nuclear fuel supply growth; policy tailwinds + permitting progress are the nearer catalysts. [Financial Times](https://www.ft.com/content/3bd80044-1b75-42d0-8f15-707eaeefba17?utm_source=chatgpt.com) # What could move the stock this month * **CNSC hearing(s) in October 2025** on federal approvals for Phoenix ISR – any positive read-through or decision timing updates are potential catalysts. [Denison Mines Corp.+1](https://denisonmines.com/news/denison-reports-financial-and-operational-results-122829/?utm_source=chatgpt.com) # Key risks * **Permitting & timing risk** (federal approvals still pending). [Denison Mines Corp.](https://denisonmines.com/news/denison-reports-financial-and-operational-results-122829/?utm_source=chatgpt.com) * **Financing/capex** to build Phoenix once permits arrive. * **Uranium price sensitivity** (developer without current large-scale production). * **Execution** on first-of-its-kind **ISR uranium mine in Canada**.

The_0bserver

If a new good red alert came out, I'd say EA, but then they had to go private...

Ambient777

I have a question, if it closes in 6 months thats a 5% return which equates to a 10% annual return. If 9 months then equates to a 7.5% annual return. Is this more risky than the S&P given current over priced market? Like if you were to assign likelihood of EA deal going through as a percentage then do the same for s&p over next 9 months. Bonus round question: What is a return that has an equivalent to 7.5-10% annual return with lower risk than EA arbitage and S&P because i would love to know what that is. Rotating CDs is at 4.5%, insurance annuity maybe?

Overall-Fold-9720

- EA publish their biggest game this year - EA launcher is fucked (as usual) - players refound to buy on Steam - Steam works flawlessly **puts on EA**

IMSLI

Kushner is not known to directly deal in any cryptocurrencies, whereas Eric, Jr, and Barron all directly participate via World “Liberty” “Financial” and own the equivalent of hundreds of millions of dollars. Besides, Kushner already got his piece when he engineered Saudi Arabia’s Public Investment Fund to take over EA.

ShiddOnSight

Buy EA

LazerBurken

Not buying since Saudi and kushner bought EA

stupidber

BF6 game servers full 🤣🤣 Puts on EA

Superandrewable_

EA Calls to ease my depression

Electrical_Sun1184

I bought ttwo at 161 a share and the number that kept popping in my head was 350. I felt it’s impossible it hits 350 but as time has gone on I’m now starting to really think it’s a possibility. Also last time the gta 5 online mode is what made their stock go up so much and they said that the online mode was added on last minute. This time around they’ve been working on the online mode right from the jump. Also back then social media wasn’t as big so I believe this game will get way more promotion from everyone right away. Also the gaming industry has grown so much since gta 5 so that helps as well. Also there was mainly 3 big gaming stocks, Activision, EA and take two but now ea is going private, Activision is gone and take two now is the main gaming stock. I see so much potential and not just from gta 6 release but I think the stock will continue to grow a lot over the next 2 to 3 years and maybe even decade. I have 180 shares myself so 🤞

Electrical_Sun1184

I bought ttwo at 161 a share and the number that kept popping in my head was 350. I felt it’s impossible it hits 350 but as time has gone on I’m now starting to really think it’s a possibility. Also last time the gta 5 online mode is what made their stock go up so much and they said that the online mode was added on last minute. This time around they’ve been working on the online mode right from the jump. Also back then social media wasn’t as big so I believe this game will get way more promotion from everyone right away. Also the gaming industry has grown so much since gta 5 so that helps as well. Also there was mainly 3 big gaming stocks, Activision, EA and take two but now ea is going private, Activision is and take two now is the main gaming stock. I see so much potential and not just from gta 6 release but I think the stock will continue to grow a lot over the next 2 to 3 years and maybe even decade. I have 180 shares myself so 🤞

kylestoned

When I think of the EA leveraged buyout the only thing I can think of is the slaps roof of car meme. “This bad boy can fit so much debt”

JusGimmieMyMuuuhney

Apparently BF6 physical copies don't require install and is fully playable off the disc. EA gets bought out and starts acting different lol

wad0317

Two concerns I have with this one. 1. The parts of the space market that they address do not seem very high value and do not seem difficult to replicate. They unfortunately are not very transparent and don't break out their revenue so I can't tell how much their various businesses make, but things like the solar array are cool, but it's just in the millions of installation and it doesn't look like there's a huge market for the ROSA. Things like Zeus that was posted on the forum recently sound cool, but then you look at it and it's pretty basic, didn't see why another competitor couldn't do it. Star trackers and navigation, hugely competitive. Pharma in space sounds cool but drug development is hit and miss. 2. The purchase of Edge Autonomy and the whole disclosure around their revenues was suspect. Yes drones are very popular right now, but they are also evolving super fast. EA is basically selling products from 20 years ago that have been continuously upgraded. Look at what's happening with drone development in Ukraine and the changes and speed are insane. A lot of EA's revenue was tied to Ukraine so there's a lot of risk from competition.

OathOfRhino

Their earnings were dogwater even if you exlclude the EA disaster. Their current business is in shambles and they acquired EA to get into a different business and make you forget how they have not delivered. It's always future promises. Next year they will venture into Crypto and AI when Edge doesn't deliver. And the CEO is extremely scummy.

Bailey-96

This is old news now, they diluted to raise capital for the EA acquisition and had a bad earnings report because of it with a bunch of one off costs.

Gydvinn

They are very bad at PR and not sure of the capacity of EA but good luck anyway.

Bailey-96

Share offering, which was why it dipped. Also bad earnings because of all the costs for the acquisition of EA.

ruat_caelum

You mean about Trump's son-in-law Jared Kushner's deal with Saudi to buy EA? It's all about who you know, not what you know.

asaural

I think I'm the same idea, I realised  - ALM - FJZ - D7N CMOC - 39EA Gaming Are a few to keep an eye on.  Fusion reactors and quantum computing are soon to be around. I bet on those since a while. Let's see how it plays

GLGarou

Not to mention EA games.

Bailey-96

Check out RDW. Recently acquired Edge Autonomy who have been shipping drones to Ukraine and recently secured deals with NATO countries. Plus have secured deals with NASA and big space companies. The upcoming earnings will include revenue from the EA acquisition.

Mountain_Return4445

I think EA will shed some of its excess weight. Maybe down to 180-ish

mtd14

Just look at the EA buyout - that’s putting $20B in debt on the company where it used to have ~$1.5B in long term debt.

QiTriX

Enough to buy BF7 with EA's new owners rising prices.

noobtrader28

The cost is $10 a barrel but the problem is their entire country/government spending relies on oil profits. They need $90 oil to balance its budget, right now they are in deficit spending. [https://www.reuters.com/business/energy/saudi-arabia-signals-it-can-live-with-lower-oil-prices-sources-say-2025-04-30/](https://www.reuters.com/business/energy/saudi-arabia-signals-it-can-live-with-lower-oil-prices-sources-say-2025-04-30/) They are F'd in my opinion as a country lol. I see their attempt at buying US companies right now as a way to generate revenue for the Kingdom, like the recent EA acquisition..but they are overpaying for everything, they dont have any business sense.

smartfon

- main goal is to reclaim market share they lost to Brazil, Guyana and U.S. - obtain important buyers in Asia. The hope is those relationships will pay off when prices recover - punish the members of the OPEC cartel that routinely exceed quotas (I think Kazakhstan was being a bad boy lately) - raise cash for massive infrastructure projects (the idiotic linear city in a desert) - receive support from Trump family to jointly acquire EA Games and conduct real estate deals >The Trump Organization, meanwhile, has joined with Saudi developers on real-estate projects, including Trump-branded towers. Last month, the Saudi sovereign-wealth fund joined with Trump’s son-in-law, Jared Kushner, in a $55 billion deal to buy the videogame maker Electronic Arts. - they can pump crude oil at a cost of less than $10 a barrel - but they are increasing production gradually in order not to bankrupt U.S. companies

prophishonal

I think your point about the other investments is the right one. Not sure if people's driving patterns are that affected by gas prices. But this EA deal with Kushner plus other future deals makes it worth it for them.

Superandrewable_

EA calls for 11/14 Too easy

ConsubstantialV

EA did 9/11

Yogurt_Up_My_Nose

have you taken a look at Manor Lords? still in EA and more on the city building but has fighting.

ionic_bionic

This is very true - One thing that most people outside the loop of Microsoft's enterprise software biz don't know is that from November, they will be doing away with all volume based discounts on their main Enterprise Agreement across M365 subscription services. So a company that was getting an 8% discount on say $10M of subscription software spend will no longer get that, everyone pays the same no matter how much they buy. What does that mean from a financial perspective? Well most customers will opt for an early renewal of their EA in October specifically to obtain the discount in the last month it will be offered so I expect there to be a decent uptick in associated revenues for this quarter.