
What smart money is saying about Electronic Arts, Inc.
2 funds in our archive have pitched Electronic Arts, Inc. — most recently TCW Relative Value Mid Cap Fund in September 2025.
Electronic Arts Inc. develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands. The company licenses its games to third parties to distribute and host its games. It markets and sells its games and services through digital distribution and retail channels, as well as directly to mass market retailers, specialty stores, and distribution arrangements. Electronic Arts Inc. was incorporated in 1982 and is headquartered in Redwood City, California.
Fund coverage · 2 theses
- TCW Relative Value Mid Cap FundSeptember 2025
Electronic Arts, Inc. is a leading global digital interactive entertainment company focused on game development and distribution, with strategic expansions in AI and new market opportunities, particularly in preparation for the 2026 World Cup.
Read the full thesis - TCW Relative Value Mid Cap FundJune 2025
Electronic Arts is a global leader in digital interactive entertainment, focused on expanding its gaming portfolio and technological integration while investing in AI for creativity ahead of the 2026 World Cup.
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