Company profile
- Founded
- 1982
- Headquarters
- Redwood City, United States
- Ownership
- Publicly traded
Profiles are auto-generated and infrequently updated.
The analyses
The Adjacency Expansion · Moat & Competition
EA Walked Away From the FIFA Name. It Kept Everything That Mattered.
Everyone read the 2022 FIFA split as the end of EA's biggest franchise. It was the opposite - EA shed a ~$150M/year logo fee and kept its 300+ league, club, and player rights. FC 24 lost the name and almost nothing else.
8 min
The Money Machine · Business Model
Three Countries Tried to Ban EA's Loot Boxes. The Revenue Went Up.
A criminal ban in Belgium, a €10M fine in the Netherlands, and a record 683,000-downvote revolt all aimed at EA's loot boxes. Belgium didn't enforce it, the fine was overturned, and Ultimate Team's share of EA revenue rose from 23% to 29% straight through the storm.
7 min
The Counterfactual · Decision Forks
EA Buys the Franchise; the Studio Is Just the Wrapper It Throws Away
EA has acquired and then closed Maxis, Bullfrog, Origin, Westwood, Pandemic, and Mythic. The 'studio killer' story misses the design: EA was never buying the studio. It was buying the franchise, and the studio was the wrapper it threw away.
7 min