Analyzing Good Businesses

Analyzing Good Businesses

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Analyzing Good Businesses
Analyzing Good Businesses
AGB 2024.3 - Electronic Arts (EA)

AGB 2024.3 - Electronic Arts (EA)

Sports and Licensing Leads to Consistency

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YoungHamilton
May 06, 2024
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Analyzing Good Businesses
Analyzing Good Businesses
AGB 2024.3 - Electronic Arts (EA)
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Electronic Arts

“A game is no longer a six-week experience. It's a six year experience. And we're trying to design games that allow people to go deep into things that they love and play them for a very long period of time. And by the way, for $60 you're going to get entertained for the next two years or three years, that's a pretty good deal. I can think of no entertainment medium, like if you go to a movie today, you're going to probably spend $20 to $40 before you buy the popcorn. And that's a short experience compared to the type of experience you're seeing in the games.” – Former CFO, Blake Jorgensen at the Credit Suisse Global TMT Conference Nov 2017

Electronic Arts (EA) is one of the largest developers and publishers of video games. The company owns or licenses some of the largest brands in the industry including Apex Legends, Battlefield, The Sims, EA Sports (Madden NFL, Sports FC, Formula 1, UFC, etc.), Star Wars, …

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