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.
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Position history
Between Q1 2025 and Q3 2025, 2 fund letters reported a position in Electronic Arts, Inc., with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 1 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- New positionTCW Relative Value Mid Cap FundSeptember 2025
“Representative Buys (Ticker, Sector)* Electronic Arts, Inc (EA; Communication Services) (0.30%**) MSCI ESG Score:2 Overall AA Electronic Arts, headquartered in Redwood City, CA is a global leader in digital interactive entertainment engaging in the development, marketing, publication, and distribution of games, content, and online services for Internet-connected game consoles, PCs, mobile phones, and tablets. The company develops and publishes games and services across various genres, such as sports, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Anthem, Need for Speed, and Plants v. Zombies brands, and licensed games, including FIFA, Madden NFL, and Star Wars brands. The firm also provides advertising services and licenses its games to third parties to distribute and host its games. Over the last few years EA has focused on IT markets and sells its games and services through digital distribution channels. At initiation, EA had a market capitalization of $38.5 billion and met one valuation factor, price-to-earnings.”
Electronic Arts, Inc. - March 2025
“Lastly, Electronic Arts is one of the leading video game developers with a portfolio that includes franchises like Madden NFL, EA Sports FC, and The Sims. While the company transitioned to digital, a tailwind for margins, and maintained nearly impenetrable competitive positions across several popular genres, it also made some acquisition missteps into mobile and has been unable to further monetize its competitive strengths. The next catalyst for a stock rerating has been absent, and we became concerned the quality characteristics that made this business so compelling were declining. With that, we exited the position.”
Electronic Arts, Inc.
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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