EA

dvdmovie1

(Sits and looks through the couple thousand or so things that have RSIs at 40 or lower for names of potential interest) Intuitive Surgical (AI optimization beneficiary, robotics), Uber (very discretionary and not the place to be if you think the consumer is cooling, but getting overdone almost back to the lows of last April), Shopify (also not the place to be in a downturn, but not really concerned about AI and the bizarre fade after earnings the other day has gotten excessive), Take Two (GTAVI and kind of the last remaining major studio that hasn't made a mess of itself like Ubisoft or been sold like ATVI/EA - AI will likely cut costs and could speed up production perhaps as soon as GTAVI: DLCs), Samsara, SPGI/MCO/MORN (earnings weren't great, but I don't see the AI disruption concerns to the same degree and down nearly 30% in a month and an RSI of 19, a lot is getting priced into something like SPGI), Reddit (I don't like aspects of how Reddit has changed in recent years, but earnings weren't bad and the stock is way oversold), trucking (I think the major names are AI beneficiaries and may further consolidate share and the fact that names were obliterated yesterday because a pink sheet company that was a former karaoke company announced some sort of AI program -https://finance.yahoo.com/news/logistics-stocks-sink-ai-fear-193327489.html - is silly), NDAQ/ICE (not seeing the disruption risk, will probably be a decent year of IPOs and while the market has been volatile, more volatility likely = more trading)

SalaryGold3874

anyone knows what's wrong with EA?

FewFigure7435

I think the money from the king is watching, the project from Netflix and the massive wishlists has resulted in more money being piled in for a bigger EA release with more content than originally planned. I think Q2 is possible. 

jnas_19

Pokemon games have been god awful lately and the reputation surrounding them is getting to EA levels of hate if your not blinded by nostalgia and loyalty. Nintendo imo benefits heavily from chud pay pigs that overpay and under ask. At the end of the day though if they continue to put up good numbers its worth it

dvdmovie1

" I believe it's a fairly recession proof industry" TTWO and EA were down about 60-70% in 2008. "I think however that valuations are rich and the sentiment that personally have toward the sector is shared by many others, American or not." I think there are concerns about the future of what major studio gaming looks like. IP is something but not everything. GTA VI will still do very well and TTWO is likely a buy if it gets closer to $200. On the flip side, look at what has happened to UbiSoft. I'd like another Far Cry game, we'll see if that happens. EA has gotten bought, Activision was bought by MSFT in 2023 and by 2025 the future of the XBOX was looking a little uncertain. I don't think what's left of the industry looks particularly good aside from TTWO.

Initial_Ad_9250

I miss titanfall mayne. What a legendary ass game , fuck EA

SB_90s

Game devs are also absolutely cooked, unfortunately. It's clear the suits and bean counters run all the mid to large sized studios these days. They don't respect the devs as it is now, so that'll only get worse as AI games improve and radically cuts the need for a big (human) dev team. Top tier studios like CDPR and R* will survive just fine (TTWO was absolutely a buying opportunity when it dropped 10% on this news) because they truly earn their rep and put out unmatched games. People will keep coming out to pay big for their games even when this AI tech is capable of putting out AAA game. So those studios can keep affording to pay for a big dev team and it'll be their massive moat among the sea of AI game studios. Everyone else is fried eventually tbh. Other big studios like EA and others who have franchises that will likely remain popular (sports, CoD, etc) but aren't really known for quality, care, or uniqueness will also have their dev team gutted for AI and the casuals who eat up those games every year won't care about a drop in quality, etc. I would say the slop studios like EA (if it stayed listed) and Ubisoft could be massive buying opportunities because they can massively cut costs/headcount once this tech is mature, and their sales probably won't change if they can maintain quality. But honestly, knowing those studios, they'll cut way too early and use the tech wrongly first, tanking sales for a bit. Until the tech is actually ready to replace devs, then sales will probably recover and their margins will skyrocket. If you're training to be a gaming dev currently, don't. If you're in the industry, particularly if you're still young, pivot to a different industry now.

SB_90s

Game Devs are also absolutely cooked, unfortunately. It's clear the suits and bean counters run all the mid to large sized studios these days. They don't respect the devs as it is now, so that'll only get worse as AI games improve and radically cuts the need for a big dev team. Top tier studios like CDPR and R* will survive just fine (TTWO was absolutely a buying opportunity when it dropped 10% on this news) because they truly earn their rep and put out unmatched games. People will keep coming out to pay big for their games, so they can keep paying for a big dev team. Everyone else is fried eventually tbh. Other big studios like EA and others who have franchises that will likely remain popular (sports, CoD, etc) but aren't really known for quality, care, or uniqueness will also have their dev team gutted for AI and the casuals who eat up those games every year won't care about a drop in quality, etc. If you're training to be a gaming dev currently, don't. If you're in the industry, particularly if you're still young, pivot to a different industry now.

DoTheMario

Game Engines aren't just Physics simulation engines. There may be many bear cases against companies like Unity (their PR disasters, appointment of a terrible CEO, shrinking market share, brand identity diluted, mismanagement and frivolous spending culture). Whatever these Neural Simulators are capable of, it will need to be able to run faster than 16fps, do more than just track objects and figure out the math of their dynamics, and it must run on hardware that doesn't need a small fission reactor to power it. Oh and it needs to be pretty darn cheap to license. Gen AI isn't going to replace Game Engines. I'm convinced that Gen AI will only ever be able to make slop entertainment that lacks innovation. So it can't make games that are fun... It can only make the approximation of games that are an approximation of fun. So EA will probably be the first to push for this.

elgrandorado

EA makes money through legalized child gambling, they're not going anywhere.

Xzlk

Who’s a lawyer here? Is it possible for Saudi to pull out of this EA deal? If so, holy fuck would EA puts print. It’d probably be down 50%.

smokeyjay

I own $TTWO. My avg price is around 120. But I doubt GTA 6 will get replicated anytime soon. Interestingly, EA is barely down probably because of sports IP. Even then, I don't plan to hold $TTWO for that much longer.

Xzlk

EA would be down so much today if not for the buyout. 55 billion for that garbage might be the fleece of the century lol.

kaapooj

jp morgan starts selling a chunknod 20B EA buyout debt

10000Didgeridoos

And Windows in general has been the same bloated piece of shit for like 15 years now. They don't take old stuff out and it's full of redundant nonsense. The dialog boxes and install and properties/settings windows look the same as windows XP. It is insane that as a matter of owning it you will all but guaranteed have to do a "clean install" at least twice a year to make it work again because some random driver or software update for something broke something else. Or for no apparent reason whatsoever. They have a nearly total monopoly on computer OS so they have no incentive to fix anything or make it good. It’s like if EA Games had an operating system.

Ok-Bed66

What Zuck left out in the EA was the $250 billion investment they have locked in for their new Meta Hoverboard

fakerfakefakerson

VTI = **V**anguard **T**otal Market **I**ndex VEA = **V**anguard **EA**FE Index

_WhatchaDoin_

Symbol changes happen all the time. A decade or so ago, Electronic Arts switched from ERTS to EA. You can find plenty of other examples.

Superandrewable_

Timed out again. Fucking battlefield. PUTS ON EA

Keirtain

You got me. I just had to google it, and it was the EA launcher. 

Manjet10

I think Tencent takes them out for 10-15 Euros a share. Their recent investment into Ubisoft values the company at about 4 billion.... Market cap way too cheap here. EA sold for 55billion. Ubisoft's IPs are known all over the world. With more competentcy and care they are huge money makers. Everyone knows AC, The Division, R6 etc... So someone, Tencent, Sony or Microsoft will snap them up.

Orange_Codex

A slight bounce-back over the coming weeks, perhaps back to five euro, but I don't see any long-term future unless there's a buyout (like EA's) or a huge goodwill injection.

Raskuja46

I have enough of a backlog that I can afford to simply blacklist any game that requires another proprietary client launcher. Steam has me covered, I don't need EA or Ubisoft or whoever else thinks they're important enough to have a piece of software dedicated to launching their game instead of just launching the damn game. Get out of here with that nonsense. I'd rather just go play something from GOG.

FUWS

Ubisoft could offer free games and they wouldn’t be worth the memory space in my hard drive. Same with EA.

Shapen361

No that was EA.

DesperateAdvantage76

For perspective, they could have bought EA for that amount (to develop the "meta world") and had $15B left for developing their VR glasses.

fomoandyoloandnogrow

Believe it or not, >!EA Sports. It’s in the game.!<

lapapaya18

I moved all my investments out of spy and into a European tracker. Worked well so far (VUSA vs V3EA 1Y). I think it's the right thing to do for economic and moral reasons

Worldlover9

Every bussiness that ran without profits trying to get market share is an example (streaming services, Uber, etc), though not really the same. Videogame companies such as Ubisoft (who has recently paid the price), EA, Activision Blizzard, once made great games with great value, and just cashed in that past success. They use the "whale" population to extract as much money without actually making better games.

unikuenobody

Remember when EA got downvoted to the core of the galaxy? I want that chaos again.

plumpypenguin

it’s a video game retailer with shrinking revenue year after year, closing stores, and no clear plan for growth? I don’t currently see a path to 100B market cap, which would make GameStop worth more than Nintendo’s current market cap, or more than EA’s and Take-Two’s market cap combined

coteregipi

AI software pick, now Opus 4.5 + Claude Code has made coding super accessible for regards. People can and do run small models, like DeepSeek's R1. Powerful enough for smart-home. [https://www.youtube.com/watch?v=o1sN1lB76EA](https://www.youtube.com/watch?v=o1sN1lB76EA) (>2m views within 1 year) They even sell a specific AI kit [https://www.raspberrypi.com/products/ai-kit/](https://www.raspberrypi.com/products/ai-kit/) for this kind of stuff.

leitmotive

Spite puts on EA. In the 90s it was way cheaper and easier to be a console gamer than a PC gamer. I think the economics will push people back toward either cheaper purpose-built devices like consoles/handhelds/Steam Machines and/or towards mediums they can already access like their phones or the web. Nvidia et al would prefer you game by the hour but it's not as fun when you can't pump quarters into the computer.

ThatFUTGuy

intel partnered with EA? idk if that’s bullish LOL fuk my calls

iShitBloodandCumShit

Fucking EA. Pandemic had the BEST games.

Superandrewable_

Most regarded trade? Yeah, I took out margin for 7DTE calls on Battlefield release while EA hovered at 200

soulure

EA, gambling for children, buys and shutters competition.

Nasha210

Why are Adobe and EA on there? I would venture that if you look at owners Oracle should be on there too.

ShadowLiberal

This. The only foreign investments I know of are things like the Saudi's buying up EA (which has understandably met with massive backlash, especially in communities like the sims which are very LGBTQ inclusive and full of lots of women. The game isn't allowed to be sold in Saudi Arabia because of the LGBTQ content, and yet the Saudi's will soon own it). The Saudi's are also part of the Paramount deal that they're trying to push through to buy up WBD, which is also rather problematic for a ton of people. I personally don't like any foreign investment that involves buying out already established American assets, and I don't think that it should be viewed as investing in America. But I'm sure that politicians bragging about their accomplishments in later years will count money spent on these acquisitions as money invested in America in the future.

heyitismeurdad

They have publicly stated it's because the game wasn't as polished as they wanted it to be. You might have a point if they were selling cars but these days a 60-90 dollar video game is some of the cheapest entertainment you can get considering how many hours most people put into it. Financial struggles push people towards gaming due it its low cost. Also gtaV made so much money because of how many copies they sold, not because of microtransactions, this is Rockstar not EA.

SubstanceSilver7969

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

Sacrificial_Identity

EA sports..........

tmenjoyer

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. 

nonameVeo

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

theromingnome

Annnnd now I'll never buy another EA game. Not like I was buying a bunch anymore anyways. lol

According_Rice_1822

Of course they do the blood sucking industry vampires. They couldn't care less where the money is coming from. EA sucks arse anyways

lleti

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.

mattumbo

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.

elmorepalmer

EA has been trash for the past 10+ years

Promptly-late

Jared Kushner is also part of the deal. Obvious EA boycott.

nguy0313

EA is getting bough by Saudis. Made a good bit on that, they need to keep buying up stuff. lmao

Kapika96

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!

Hillary-2024

Great idea; > EA Camel Racing 2026, now with falcons

Hommachi

I'll be "sailing the seven seas" for all EA games for now on.

AppleTree98

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

FreshLiterature

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.

koreawut

But that would be a fun game if it weren't by EA.

TopBread5308

Wtf is Kushner going to do with EA?

AccomplishedPebble

Well that means EA is now dead, everything will be censored and even more shit than it is now.

HomeworkAcademic468

Remove all EA games*

HomeworkAcademic468

Ugh. I hope they sell off IPs soon, I will never buy another EA game.

Legitimate_Stage2941

A true celebration of the human arts. Well done EA - what worthy owners

moorhound

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

-SageRage-

EA FC's new cover athlete will be Ronaldo immediately & indefinitely.

Apprehensive-Pilot12

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.

cyribis

Well shit, I guess I'll continue to not give EA any of my money, ever.

ColdSteel28

Remove EA launcher in steam

XgUNp44

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?

TheKubesStore

Name of good EA game

Bob_A_Ganoosh

This. EA will never get another penny from me.

ES_Legman

Wouldn't be hilarious if it actually made EA less shit.

_TaxThePoor_

EA literally can’t get any worse. I’ve never hated a game company more.

KingMario05

"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:

jizz_toaster

EA Camel Racing 2026

DataCassette

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.

BringbacktheFocusRS

Honestly, what is EA making these days other than FIFA?

IIIBl1nDIII

I will never buy another EA game again. They were always shit anyway but fuck the sultan MBS chopping off American journalist heads.

jfwelll

EA Oils, its in the sand

Salty-Ad6128

Deng the Saudis getting EA .. now they coming for WB That oil money tho

ReVeNAres

Saudis continue to buy up as much of American culture as possible to make themselves look legitimate. Fuck EA

TwistedSisters777

Clearly people we looped in ahead of time. Just like with EA.

TJMBeav

$EA...they used to be besties with $NVDA when they were young

SmoresPies

EA's stock is a clear example of how easily they can control the market and how little retail matters

Puts_on_my_port

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?

Superandrewable_

TMC, EA, CALM, NFLX idk

galacksy_wondrr

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.

ZucchiniNo2986

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

skyplt29

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.

Pluth

It was announced then, released last year November. The try hard fanboys still argue it is in EA.

sh1tler

Wasn’t the game announced in 2019 who the fuck buys the EA argument anymore lmaooo

longperipheral

First EA, now Paramount.  Great. 

LEDKleenex

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!

Berns429

I might be mistaken but didn’t he have part in the EA purchase too?

Neilleti2

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.

Few-Chemist-3463

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.

thesog

The classic EA strategy?

Few-Chemist-3463

NFLX should have bought EA to diversify into gaming

LazerBurken

The EA deal will 100% go through. The Trump family is basically an extension of the Saudi kingdom.

matthewc885

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 .

modder9

Name a large company that does not have an EA with MSFT. Any company that matters will have E3/E5 by default.