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Companies · EA

EA Reported this cycle

Electronic Arts

Redwood City, CA Video Games

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Latest analysis

Updated Aug 4, 2026

Electronic Arts acquired by PIF, Silver Lake, and Affinity Partners for $210 per share; deal closes August 4, 2026.

Electronic Arts completed its $55 billion acquisition by a consortium of PIF, Silver Lake, and Affinity Partners on August 4, 2026, with EA shareholders receiving $210 per share in cash. The transaction, announced September 29, 2025 and approved by shareholders December 22, 2025, transitions EA from a public company to a wholly owned subsidiary of Oak-Eagle AcquireCo. The Consortium funded the acquisition through $9.375 billion in term loans and revolving credit, $5.375 billion in new notes (USD and EUR), equity contributions, and cash on hand. EA's existing $1.423 billion in outstanding notes remain, with $68.83 million of 2031 notes and $7.922 million of 2051 notes tendered in a prior cash offer.

Tone: neutral

Revenue

$7.5B

EA 10-K · FY 2026

Revenue FY2025

$7.5B

Headquarters

Redwood City, CA

Profile

EA 10-K Item 1 · May 11, 2026

Electronic Arts is a global interactive entertainment company that develops, markets, and distributes video games and live services across console, PC, and mobile platforms. Its portfolio is anchored by major sports franchises and live service offerings that generate recurring engagement and revenue. The company is currently subject to a pending acquisition by a consortium including the Public Investment Fund, Silver Lake, and Affinity Partners.

Read filing description ↓

Electronic Arts develops, markets, publishes, and distributes games, content, and services that can be played by consumers on a variety of platforms, including consoles, PCs, and mobile phones. EA's business is built around a portfolio of franchises, with EA SPORTS FC as its flagship property — annualized versions of which are consistently among the best-selling games in the global marketplace. The company's revenue model is substantially driven by live services, including Ultimate Team and other recurring engagement mechanics embedded within its titles. EA competes across established interactive entertainment categories as well as emerging segments shaped by mobile and digital distribution. The company's competitive landscape includes established interactive entertainment companies, large diversified technology companies that have strengthened their interactive entertainment capabilities, and emerging start-ups. EA has invested in artificial intelligence tools and technologies as part of its development processes, and acknowledges the risk that competitors may integrate AI into products and services more successfully. A significant portion of EA's net revenue has historically been derived from a small number of major franchises, making performance of titles like EA SPORTS FC disproportionately important to overall financial results. On September 28, 2025, EA entered into a Merger Agreement to be acquired by a consortium comprised of the Public Investment Fund, private investment funds affiliated with Silver Lake Group, L.L.C., and private investment funds affiliated with Affinity Partners.

Primary products

  • EA SPORTS FC
  • Ultimate Team
“We strive to create innovative and high-quality products and services that allow us to grow the global online communities around our key franchises and reach more players.” Competitive position, as stated in the filing

The rest of EA is for subscribers

Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 5 signals 9 diligence answers 3 M&A transactions SWOT