How EA's Expanded Football Deals and Skate Launch Have Changed Its Investment Story (EA)

• In late August 2025, Electronic Arts announced major updates for its franchises, including multi-year partnerships and new content integrations for EA SPORTS FC 26, as well as the launch of skate. into Early Access across multiple platforms.
• These developments signal EA's increased focus on exclusive licensing, global representation in football, and enhanced player engagement through accessible, community-driven experiences.
• We'll explore how EA's expanded football partnerships and cross-platform skateboarding launch may shape the company's investment narrative going forward.

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Electronic Arts Investment Narrative Recap

To be a shareholder in Electronic Arts, you must believe in the long-term potential of its live services and franchise launches, particularly its global sports portfolio and innovations like the recent cross-platform skate. launch. The recent announcements around EA SPORTS FC 26 and skate. are aligned with these growth drivers but do not materially impact the most important short-term catalyst, player engagement and bookings in EA's top live service titles. The greatest ongoing risk remains the potential for revenue pressure from underperformance in key franchises, especially Apex Legends.

Of recent announcements, the expanded multi-year football partnerships for EA SPORTS FC 26 stand out, significantly extending the game's authenticity with new clubs, stadiums, and women’s football representation. These additions may reinforce engagement across a diverse, global user base, a critical factor in supporting player migration, in-game monetization, and ongoing live services success.

However, despite robust football franchise updates, concerns about the potential decline in net bookings and live service performance, especially for Apex Legends, remain important for investors to watch...

Read the full narrative on Electronic Arts (it's free!)

Electronic Arts' outlook anticipates $8.6 billion in revenue and $1.6 billion in earnings by 2028. This is based on a 4.8% annual revenue growth rate and a $0.6 billion increase in earnings from the current level of $1.0 billion.

Uncover how Electronic Arts' forecasts yield a $174.11 fair value, in line with its current price.

Exploring Other Perspectives

Seven private investors in the Simply Wall St Community estimate EA's fair value to range between US$120.39 and US$180.36 per share. With such varied outlooks, it is important to consider how live services and franchise updates might influence player engagement and the company’s overall performance.

Explore 7 other fair value estimates on Electronic Arts - why the stock might be worth as much as 5% more than the current price!

Build Your Own Electronic Arts Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Electronic Arts research is our analysis highlighting 1 key reward that could impact your investment decision.
• Our free Electronic Arts research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Electronic Arts' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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