Electronic Arts Inc.

NasdaqGS:EA 株式レポート

時価総額:US$50.3b

Electronic Arts マネジメント

マネジメント 基準チェック /34

Electronic Artsの CEO はAndrew Wilsonで、 Sep2013年に任命され、 の在任期間は 12.67年です。 の年間総報酬は$ 30.53Mで、 4.3%給与と95.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.042%を直接所有しており、その価値は$ 21.28M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と11.3年です。

主要情報

Andrew Wilson

最高経営責任者

US$30.5m

報酬総額

CEO給与比率4.26%
CEO在任期間12.7yrs
CEOの所有権0.04%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間11.3yrs

経営陣の近況

Recent updates

ナラティブ更新 May 02

EA: Debt Package And Cost Cuts Will Shape Future Risk Reward

Analysts have trimmed their price target for Electronic Arts by about $2.92, reflecting updated assumptions for slightly lower revenue growth, a modestly adjusted discount rate, and a somewhat higher profit margin outlook, alongside a similar future P/E expectation. What's in the News Christopher McQuarrie and Michael B.
ナラティブ更新 Apr 17

EA: Debt Package And Cost Realignment Will Shape Future Risk Reward

Analysts have slightly adjusted their price target for Electronic Arts. This reflects a refined view on the discount rate, revenue growth, profit margin, and future P/E assumptions, resulting in a modestly updated valuation in dollar terms for the stock.
ナラティブ更新 Apr 03

EA: Debt Package, Cost Cuts And Player Engagement Will Shape Future Returns

Analysts maintained the fair value estimate for Electronic Arts at $205.59. Slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions form the basis for this updated price target view.
ナラティブ更新 Mar 20

EA: Job Cuts And Player Retention Trends Will Shape Future Returns

Analysts have kept their price target on Electronic Arts steady at $205.59, citing only very small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially change their valuation view. What's in the News EA is cutting an unspecified number of roles across its Battlefield studios, including Criterion, Dice, Ripple Effect and Motive, as part of a broader realignment while continuing live service support for Battlefield 6 following its 2025 launch (IGN).
ナラティブ更新 Mar 05

EA: Take Private Deal And Player Retention Trends Will Shape Future Returns

Analysts have kept their fair value estimate for Electronic Arts steady at $205.59 per share, with only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions explaining the unchanged price target despite updated inputs. What's in the News Multiplayer shooter "ARC Raiders," from Nexon owned Embark Studios, is reported to have retained 91% of its peak Steam player base since launch.
ナラティブ更新 Feb 18

EA: Take Private Deal And Player Retention Headwinds Will Shape Returns

Analysts have nudged their fair value estimate for Electronic Arts higher to about $206 from roughly $204, pointing to slightly stronger projected revenue growth and a higher future P/E multiple, partly offset by a small shift in expected profit margins and discount rate assumptions. What's in the News EA has scheduled a special shareholder meeting for December 22, 2025, to vote on a proposed merger that would take the company private, including approval of the merger agreement, an advisory vote on executive compensation tied to the deal, and a potential adjournment to solicit additional proxies if needed.
Seeking Alpha Feb 05

Electronic Arts: 5% Upside From Merger Arbitrage

Summary Electronic Arts is expected to merge with Silver Lake and the Public Investment Fund, offering $210 per share in cash by Q1 2027. With EA trading just under $200, the merger arbitrage spread is about 5%, which I view as unattractive for the holding period. EA's recent earnings show declining revenue and profit, rising operating expenses, and shrinking Live Services, raising concerns about capital allocation. The market sees the merger as highly probable, reflected in the narrow spread, but risks remain if the deal fails or is delayed. Read the full article on Seeking Alpha
ナラティブ更新 Feb 04

EA: Take Private Deal And Player Engagement Trends Will Shape Returns

Analysts have raised their fair value estimate for Electronic Arts by about $2 per share. The change reflects updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, a lower discount rate, and a somewhat reduced future P/E multiple.
ナラティブ更新 Jan 21

EA: Take Private Proposal And Game Engagement Trends Will Shape Future Returns

Analysts have nudged their price target on Electronic Arts slightly higher to US$202.36, citing small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions that leave their overall valuation framework largely unchanged. What's in the News EA agreed to be acquired by an investor consortium for US$210.00 per share in cash, a deal that would take the company private if completed, and has drawn a shareholder class action lawsuit focused on valuation, process, potential conflicts of interest, and disclosure around the buyout terms (Kaskela Law LLC).
ナラティブ更新 Jan 07

EA: Buyout Offer And Mixed Engagement Trends Will Shape Balanced Return Outlook

Analysts have kept their fair value estimate for Electronic Arts steady at about US$202.36 per share. A slightly lower discount rate and marginally adjusted long term revenue growth, profit margin and future P/E assumptions have guided this unchanged price target.
ナラティブ更新 Dec 14

EA: Go-Private Deal Will Limit Near-Term Upside Yet Support Franchise Leadership

Analysts have modestly lifted their price target on Electronic Arts to align more closely with the proposed $210 per share take private valuation. This reflects the view that the all cash offer provides limited upside from current levels while effectively setting a ceiling on near term market appreciation.
ナラティブ更新 Nov 30

EA: Go-Private Deal Will Cap Upside While Supporting Industry Leadership

Electronic Arts' analyst price target has been raised to $210 per share. This change reflects the recently announced go-private deal, which analysts say establishes a clear valuation benchmark for the company, given the limited expectations of additional bids or obstacles to closing.
ナラティブ更新 Nov 16

EA: Go-Private Deal Will Limit Upside While Backing Future Execution

Electronic Arts’ analyst price target has increased to $210 as a result of the company’s agreement to be taken private. Analysts cite the acquisition premium and strong deal terms as the rationale for the upward revision.
ナラティブ更新 Nov 01

EA: A Pending Buyout And New Releases Will Shape The Outlook

Electronic Arts' analyst price target has increased from approximately $193.88 to $202.36 per share. Analysts cite higher projected revenue growth, improved profit margins, and a pending go-private deal valued at $210 per share as reasons for the increase.
ナラティブ更新 Oct 18

Live Services And New Game Releases Will Drive Engagement

Electronic Arts' analyst price target has edged down slightly to $193.88. This reflects the prevailing view among analysts that the pending $210 per share buyout limits further upside for the stock under current market fundamentals.
ナラティブ更新 Oct 04

Live Services And New Game Releases Will Drive Engagement

Electronic Arts' fair value estimate has increased significantly from $175.53 to $194.69 per share, as analysts cite the premium offered in the company’s go-private deal and the limited likelihood of further competing bids. Analyst Commentary The agreement for Electronic Arts to go private has prompted a series of analyst reactions that reflect both optimism and caution regarding the company's future prospects and valuation.
ナラティブ更新 Aug 27

Live Services And New Game Releases Will Drive Engagement

Upward revisions to Electronic Arts’ price target reflect much stronger-than-expected player engagement around Battlefield 6’s open beta, supportive legal developments improving digital distribution profitability, and dismissal of short-term negative feedback, resulting in a modest increase in consensus analyst fair value from $172.30 to $174.11. Analyst Commentary Bullish analysts sharply raised Battlefield 6 open beta player base estimates, expecting nearly 20 million participants versus prior forecasts of just over 5 million, indicating a much stronger franchise draw.
分析記事 Jul 20

Calculating The Fair Value Of Electronic Arts Inc. (NASDAQ:EA)

Key Insights The projected fair value for Electronic Arts is US$160 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Jul 02

We Think Electronic Arts (NASDAQ:EA) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 14

The Returns At Electronic Arts (NASDAQ:EA) Aren't Growing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 May 14

Electronic Arts' (NASDAQ:EA) Soft Earnings Are Actually Better Than They Appear

The market for Electronic Arts Inc.'s ( NASDAQ:EA ) shares didn't move much after it posted weak earnings recently. We...
Seeking Alpha Apr 12

Electronic Arts: Stability, Digital Strategy, And Billion-Dollar Cash

Summary Electronic Arts has transitioned to a mature, strategic growth phase, focusing on digital services, recurring revenue, and efficient cash flow management. EA's strong financial position is highlighted by a 26% EBITDA margin, minimal debt, and consistent free cash flow above $1.5 billion annually. Despite steady profitability, EA's revenue growth has slowed, and its shares are fairly valued; I assign a "Hold" rating, considering buying at $105-110. Key risks include competition from platform owners, regulation of loot boxes, and dependence on external licenses, while sports games and multiplatform IP development drive growth. Read the full article on Seeking Alpha

CEO報酬分析

Electronic Arts の収益と比較して、Andrew Wilson の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$887m

Dec 31 2025n/an/a

US$680m

Sep 30 2025n/an/a

US$885m

Jun 30 2025n/an/a

US$1b

Mar 31 2025US$31mUS$1m

US$1b

Dec 31 2024n/an/a

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024US$26mUS$1m

US$1b

Dec 31 2023n/an/a

US$1b

Sep 30 2023n/an/a

US$993m

Jun 30 2023n/an/a

US$893m

Mar 31 2023US$21mUS$1m

US$802m

Dec 31 2022n/an/a

US$1b

Sep 30 2022n/an/a

US$901m

Jun 30 2022n/an/a

US$896m

Mar 31 2022US$20mUS$1m

US$789m

Dec 31 2021n/an/a

US$640m

Sep 30 2021n/an/a

US$785m

Jun 30 2021n/an/a

US$676m

Mar 31 2021US$39mUS$1m

US$837m

Dec 31 2020n/an/a

US$1b

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$2b

Mar 31 2020US$21mUS$1m

US$3b

報酬と市場: Andrewの 総報酬 ($USD 30.53M ) は、 US市場 ($USD 14.74M ) の同規模の企業の平均を上回っています。

報酬と収益: Andrewの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Andrew Wilson (50 yo)

12.7yrs
在職期間
US$30,529,835
報酬

Mr. Andrew Wilson has been a Trustee of The Paley Center for Media since April 2020. He has been the Chief Executive Officer of Electronic Arts Inc. since September 17, 2013 and serves as its Chairman of t...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Andrew Wilson
Chairman & CEO12.7yrsUS$30.53m0.042%
$ 21.3m
Stuart Canfield
Chief Financial Officer2.9yrsUS$9.12m0.0024%
$ 1.2m
Jacob Schatz
Executive VP of Global Affairs11.9yrsUS$7.67m0.011%
$ 5.7m
Vijayanthimala Singh
Executive VP & Chief People Officer9.6yrsUS$7.66m0.011%
$ 5.8m
Laura Miele
President of EA Entertainment & Central Development11.9yrsUS$12.58m0.017%
$ 8.7m
Eric Kelly
Senior VP & Chief Accounting Officer4.8yrsデータなし0.0030%
$ 1.5m
Matt Thomlinson
Chief Technology Officer1.3yrsデータなしデータなし
Andrew Uerkwitz
Vice President of Investor Relations2.3yrsデータなしデータなし
Justin Higgs
Vice President of Corporate Communicationsno dataデータなしデータなし
Joel Linzner
Executive Vice President of Worldwide Business Affairsno dataデータなしデータなし
David Tinson
Chief Experience Officer2.9yrsデータなしデータなし
Mihir Vaidya
Chief Strategy Officer2.8yrsデータなしデータなし
3.8yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: EAの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Andrew Wilson
Chairman & CEO12.7yrsUS$30.53m0.042%
$ 21.3m
Richard Simonson
Independent Director20.3yrsUS$342.37k0.032%
$ 16.0m
Luis Ubinas
Independent Lead Director15.5yrsUS$389.86kデータなし
Jeffrey Huber
Independent Director17yrsUS$342.34k0.00087%
$ 437.3k
Heidi Ueberroth
Independent Director8.5yrsUS$339.61k0.0051%
$ 2.6m
Kofi Bruce
Independent Director4.8yrsUS$349.86k0.0031%
$ 1.6m
L. Talbott Roche
Independent Director9.9yrsUS$353.41k0.011%
$ 5.5m
Rachel Gonzalez
Independent Director4.5yrsUS$350.68k0.0031%
$ 1.6m
11.3yrs
平均在職期間
57.5yo
平均年齢

経験豊富なボード: EAの 取締役会 は経験豊富で 経験豊富 です ( 11.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 21:22
終値2026/05/07 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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アナリスト筋

Electronic Arts Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51

アナリスト機関
David MakArete Research Services LLP
Joseph BonnerArgus Research Company
Edward WooAscendiant Capital Markets LLC