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 Upturn AI SWOT - About
 
Electronic Arts Inc (EA)

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Upturn Advisory Summary
10/31/2025: EA (4-star) is a REGULAR-BUY. BUY since 161 days. Simulated Profits (44.57%). Updated daily EoD!
1 Year Target Price $202.36
1 Year Target Price $202.36
| 10 | Strong Buy | 
| 0 | Buy | 
| 18 | Hold | 
| 0 | Sell | 
| 0 | Strong Sell | 
Analysis of Past Performance
 Type  Stock  |  Historic Profit  63.55%  |  Avg. Invested days  92  |  Today’s Advisory  Regular Buy   | 
 Upturn Star Rating  ![]()  |  Upturn Advisory Performance   |  Stock Returns Performance   | 
Key Highlights
 Company Size  Large-Cap Stock   |  Market Capitalization  49.88B  USD   |  Price to earnings Ratio  58.16   |  1Y Target Price  202.36   | 
 Price to earnings Ratio  58.16   |  1Y Target Price  202.36   | ||
 Volume (30-day avg)  28   |  Beta  0.77   |  52 Weeks Range  114.77 - 203.75   |  Updated Date  11/2/2025   | 
 52 Weeks Range  114.77 - 203.75   |  Updated Date  11/2/2025   | ||
 Dividends yield (FY)  0.38%   |  Basic EPS (TTM)  3.44   | 
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
 Report Date  2025-10-28   |  When  After Market   |  Estimate  0.35   |  Actual  0.54   | 
Profitability
 Profit Margin  12.14%   |  Operating Margin (TTM)  11.36%   | 
Management Effectiveness
 Return on Assets (TTM)  6.37%   |  Return on Equity (TTM)  13.2%   | 
Valuation
 Trailing PE  58.16   |  Forward PE  24.27   |  Enterprise Value  50441120282   |  Price to Sales(TTM)  6.84   | 
 Enterprise Value  50441120282   |  Price to Sales(TTM)  6.84   | ||
 Enterprise Value to Revenue  6.75   |  Enterprise Value to EBITDA  26.23   |  Shares Outstanding  249343882   |  Shares Floating  224387500   | 
 Shares Outstanding  249343882   |  Shares Floating  224387500   | ||
 Percent Insiders  0.21   |  Percent Institutions  102.33   | 
 Upturn AI SWOT 
Electronic Arts Inc

Company Overview
 History and Background 
Electronic Arts Inc. (EA) was founded in 1982 by Trip Hawkins. Initially focused on home computer games, EA evolved into a leading publisher of console and PC games, and now mobile games and services. Significant milestones include the success of the Madden NFL franchise, the acquisition of numerous studios, and the expansion into online gaming and esports.
 Core Business Areas 
- EA Sports: Publishes sports-related games like FIFA, Madden NFL, NHL, and UFC.
 - Entertainment Games: Develops and publishes action, adventure, and simulation games like Battlefield, Apex Legends, The Sims, Need for Speed, and Star Wars titles.
 - Mobile Games: Develops and publishes mobile games like FIFA Mobile and Star Wars: Galaxy of Heroes.
 - Services: Offers subscription services such as EA Play, allowing access to a library of games.
 
 Leadership and Structure 
Andrew Wilson is the CEO of Electronic Arts. The company operates with a decentralized structure, with various studios and teams responsible for specific game franchises and business areas. The board of directors provides oversight and strategic guidance.
Top Products and Market Share
 Key Offerings 
- FIFA (EA SPORTS FC): A highly popular football/soccer video game franchise. EA Sports FC 24 had over 11.3 million players within its first week. Competitors include Konami (eFootball).
 - Madden NFL: The leading American football video game franchise. Competitors include other football games. The Madden NFL 23 edition recorded more than 7 million players.
 - Apex Legends: A free-to-play battle royale game. As of 2021, it had approximately 100 million players. Competitors include Fortnite (Epic Games) and Call of Duty: Warzone (Activision Blizzard).
 - The Sims: A life simulation game franchise. One of the best-selling video game franchises of all time. Competitors include Second Life.
 
Market Dynamics
 Industry Overview 
The video game industry is a large and growing market, driven by increasing internet access, mobile gaming, and esports. Trends include cloud gaming, subscription services, and the integration of social features.
Positioning
EA is a leading publisher in the video game industry, with a strong portfolio of popular franchises and a global presence. Its competitive advantages include its established brands, development expertise, and marketing capabilities.
Total Addressable Market (TAM)
The global video game market is expected to reach hundreds of billions of dollars. EA is well-positioned to capture a significant portion of this TAM through its diverse portfolio and strategic initiatives.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
 - Diverse portfolio of popular franchises
 - Established development expertise
 - Large player base
 - Successful transition to digital distribution
 
Weaknesses
- Reliance on a few key franchises
 - Negative perception regarding monetization practices (e.g., loot boxes)
 - Quality control issues with some releases
 - Dependence on external IP (e.g. Star Wars)
 
Opportunities
- Growth in mobile gaming
 - Expansion into esports
 - Development of new game franchises
 - Leveraging cloud gaming technology
 - Partnerships with streaming platforms
 
Threats
- Intense competition
 - Changing consumer preferences
 - Economic downturns
 - Regulatory scrutiny regarding monetization practices
 - Data security breaches
 
Competitors and Market Share
 Key Competitors 
- ATVI
 - TTWO
 - NTDOY
 
Competitive Landscape
EA faces intense competition from other major publishers, including Activision Blizzard (ATVI) and Take-Two Interactive (TTWO). EA's advantages include its established brands and development expertise, while its disadvantages include its reliance on a few key franchises.
Major Acquisitions
Codemasters
- Year: 2021
 - Acquisition Price (USD millions): 1200
 - Strategic Rationale: Acquired for its expertise in racing games, adding popular franchises like Formula One to EA's portfolio.
 
Growth Trajectory and Initiatives
Historical Growth: EA has experienced strong growth over the past decade, driven by digital sales and the success of its key franchises.
Future Projections: Analysts project continued growth for EA, driven by mobile gaming, live services, and the development of new franchises. Expected to benefit from new technology innovations such as virtual reality.
Recent Initiatives: Recent initiatives include the acquisition of new studios, the development of new mobile games, and the expansion of its esports presence.
Summary
Electronic Arts demonstrates overall strength, with substantial revenues driven by successful franchises and digital sales. Strategic acquisitions have contributed to market position. However, reliance on key franchises, occasional quality control issues, and competition in a rapidly evolving industry are potential concerns. Future growth relies on successful new game development and effective navigation of changing consumer tastes.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC filings
 - Analyst reports
 - Industry news articles
 - Company Investor Relations
 
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is subject to change and accuracy cannot be guaranteed.
 AI Summarization is directionally correct and might not be accurate. 
 Summarized information shown could be a few years old and not current. 
 Fundamental Rating based on AI could be based on old data. 
 AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action. 
About Electronic Arts Inc
 Exchange  NASDAQ   |  Headquaters  Redwood City, CA, United States   | ||
 IPO Launch date  1990-03-26   |  Chairman & CEO  Mr. Andrew  Wilson   | ||
 Sector  Communication Services   |  Industry  Electronic Gaming & Multimedia   |  Full time employees  14500   |  Website  https://www.ea.com   | 
 Full time employees  14500   |  Website  https://www.ea.com   | ||
Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation; and live services offerings, including extra content and subscription offerings through its global football and American football franchises, such as EA SPORTS College Football and EA SPORTS Madden NFL, as well as based on its IP comprising The Sims, Apex Legends, and Battlefield. The company markets and sells its games and services through digital distribution and retail channels; and directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.

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