Industry revenues:

• Video games: approx. 85%
• Mobile games: approx. 10%
• Other (e.g. license fees, subscriptions): approx. 5%

TOP 3 markets:

• USA: approx. 45%
• Europe: approx. 30%
• Asia-Pacific: approx. 15%

Electronic Arts Inc. generates the majority of its revenues from the sale of video games, with a significant portion also coming from mobile games. The USA is the largest market for EA, followed by Europe and the Asia-Pacific region. These markets are crucial for the company as they account for the majority of revenues and strongly influence EA's strategic direction.

Production Sites: Globally distributed, primarily in North America and Europe

Electronic Arts Inc. (EA) is a leading company in the video game industry that does not manufacture its products in traditional production facilities, but primarily develops them in development studios. These studios are distributed worldwide, with the most significant ones located in North America and Europe.

EA's most well-known studios are DICE in Sweden, BioWare in Canada, and Maxis in the USA. These studios are responsible for the development and design of the games, while the physical production of game media, such as discs, is often outsourced to external partners and factories.

EA also utilizes digital distribution platforms like Origin and partnerships with other digital marketplaces to globally distribute its games, further reducing the need for physical production facilities.

Revenue Growth: Estimated 8-10% (2025)

Electronic Arts Inc. is pursuing a multi-pronged growth strategy to strengthen and expand its market position. A key part of this strategy is the continuous development and release of new games, especially in popular franchise areas such as FIFA and Madden NFL.

Furthermore, EA is heavily investing in live services and digital content to generate recurring revenue. This includes in-game purchases, subscriptions, and expansions that extend the games' lifecycle and increase customer engagement.

Another focus is on expanding into the mobile gaming market, which is considered a high-growth sector. EA plans to strengthen its presence in this area through acquisitions and partnerships.

Additionally, the company is focusing on leveraging new technologies such as cloud gaming and virtual reality to provide innovative gaming experiences and reach new target audiences.

Main materials: Semiconductors, plastics, metals

Main supplier countries: China, Taiwan, South Korea

Electronic Arts Inc. (EA) is a leading company in the video game industry and requires various raw materials and resources for the production of its physical products such as game consoles and accessories. These include semiconductors, plastics, and metals, which are essential for the manufacturing of hardware and electronic components.

The semiconductor industry is heavily dependent on Asian countries, especially China, Taiwan, and South Korea, which are among the largest producers worldwide. Plastics and metals are also imported in large quantities from these countries as they have the necessary infrastructure and capacities for mass production.

EA itself is primarily a software company, but for the production and distribution of physical games and accessories, the procurement of these materials is crucial. Dependence on these supplier countries is typical for the industry and is determined by global supply chain structures.

Market share: 14% in the video game market (2024) R&D expenses: 1.8 billion USD (2024) Most popular franchise: FIFA, Madden NFL

Electronic Arts Inc. (EA) has a significant competitive advantage in the video game market, supported by several factors. Firstly, EA owns some of the most well-known and highest-grossing game franchises, including FIFA and Madden NFL, which have a strong and loyal player base. These franchise titles continuously generate high revenues and secure EA a stable market position.

Secondly, EA invests significantly in research and development, with expenses of 1.8 billion USD in 2024. These investments allow the company to develop innovative technologies and games that meet changing consumer preferences and enhance the player experience.

Furthermore, EA benefits from its strong digital distribution platform, enabling the company to interact directly with consumers and improve margins. Despite intense competition in the video game market, particularly from companies like Activision Blizzard and Take-Two Interactive, EA remains well positioned due to its strong brands, continuous innovations, and effective distribution strategies.

Institutional Investor Share: approx. 85% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Electronic Arts Inc. is traditionally high, as the company is considered an established player in the gaming industry. Institutional investors such as investment funds and pension funds hold a large portion of the shares, indicating confidence in the company's long-term performance.

Regarding insider purchases and sales, there were no significant transactions in the last quarter, suggesting that the management does not currently expect any significant changes in the stock value. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Electronic Arts Inc.: 12% (estimated for 2025)

Main competitors and their market shares:

1. Tencent Holdings Ltd.: 20%
2. Sony Interactive Entertainment: 18%
3. Microsoft Corporation (Xbox Game Studios): 15%
4. Electronic Arts Inc.: 12%
5. Activision Blizzard, Inc.: 10%
6. Nintendo Co., Ltd.: 8%
7. Take-Two Interactive Software, Inc.: 5%
8. Ubisoft Entertainment SA: 4%
9. Bandai Namco Entertainment Inc.: 3%
10. Square Enix Holdings Co., Ltd.: 2%

Moat of Electronic Arts Inc.:

Electronic Arts Inc. has a moderate moat, mainly supported by its strong brands and licenses such as FIFA, Madden NFL, and The Sims. These popular franchises provide EA with some protection against competitors as they generate a loyal customer base and recurring revenue.

Compared to competitors, Tencent has a significant moat due to its dominant position in the Chinese market and its stakes in various international game developers. Sony and Microsoft benefit from their comprehensive ecosystems and hardware sales, providing them with additional revenue streams and customer loyalty.

Activision Blizzard also has a strong moat due to its successful franchises like Call of Duty and World of Warcraft. Nintendo stands out for its iconic brands like Mario and Zelda, which enjoy high recognition and popularity worldwide.

Overall, Electronic Arts has a solid but not insurmountable moat. The competition has stronger advantages in some areas, especially in terms of platform integration and geographical reach.

Revenue Growth: 7% (2024) Profit Growth: 5% (2024) Market Share in the Gaming Sector: 15% (2024)

Electronic Arts Inc. achieved a revenue growth of 7% in 2024, attributed to successful game releases and a strong presence in digital distribution. The company was able to increase its profit by 5%, driven by efficiency improvements and cost reductions.

EA's market share in the gaming sector is around 15%, making the company one of the leading players in the industry. The continuous investment in new technologies and the expansion of the game portfolio position EA well for future growth.

In addition, EA benefits from the increasing demand for digital content and the growing popularity of e-sports, which could have long-term positive effects on business development. Given these factors, Electronic Arts' stock could be an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 0.6% (2025)

Dividend history: Continuous distribution since 2020

Electronic Arts Inc. pays a dividend, with the current dividend yield standing at around 0.6%. The company has been consistently distributing dividends since 2020, indicating a certain reliability in its distribution policy.

The relative stability of the dividend payments demonstrates Electronic Arts' commitment to providing shareholders with a direct return, even though the dividend yield may be considered moderate compared to other industries. The company's financial health and cash flow support this distribution policy.