Electronic Arts Inc.

EAleader

Electronic Arts is one of the largest video game publishers, known for its EA Sports franchises, Apex Legends, The Sims, and Battlefield. It generates most revenue from live services and digital content.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($7.6B)

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Live Services & Other (72%)

Full Game Downloads (17%)

Packaged Goods (11%)

Segment Breakdown & Key Customers

Product Details

EA Sports FC30%

Annual football/soccer simulation franchise (formerly FIFA)

Madden NFL / Other Sports25%

American football, NHL hockey, and other sports simulation games

Apex Legends20%

Free-to-play battle royale shooter with live-service monetization

The Sims & Other Franchises25%

Life simulation, Battlefield, and other game franchises

Supply Chain Relationships

Competitors

Take-Two Interactive Software, Inc.

Gaming titles and live services

Impact: Medium — direct gaming competitor

Partners

Microsoft Corporation

Xbox platform distribution, EA Play on Game Pass

Impact: Medium — platform and subscription partner

sony

PlayStation platform distribution

Impact: Medium — major platform partner

Macro & Market Context

커뮤니케이션 서비스Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Upcoming Catalysts

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

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Company Info

Headquarters

Redwood City, California, USA

Founded

1982

Employees

13,400+

Website

ea.com

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