EA Considers Going Private Amid Gaming Shift

[bonk]

EA in Talks to Go Private? Video game giant Electronic Arts is reportedly exploring a $50B buyout. Analysts suggest the move reflects a shift in the gaming industry:

75% of EA’s 2025 revenue comes from live services, not new game sales.

Players are sticking to familiar titles rather than buying new releases.

The market may be entering a phase where profits rise but company valuations plateau.

Industry observers note this could signal consolidation and caution in gaming as companies adapt to changing player habits.

[Abdul Khan]

EA considering a $50B buyout shows how live-service revenue is reshaping the gaming business.

[Rimon Khan]

With 75% of revenue from live services, it’s clear why private equity sees big long-term value.