Companies
Electronic Arts
S&P 500Communication Services· USA

EA

Challenger

Electronic Arts

CHA

$202.56

-0.09%

Open $202.73·Prev $202.74

as of 13 Apr

CHALLENGER

Power Core

Moat in one sentence: EA's moat is the exclusive or semi-exclusive licensing of major global sports leagues combined with the deeply embedded Ultimate Team recurring-revenue economy that converts those licenses into annualized digital spending.

Published1 Apr 2026
UniverseS&P 500
SectorCommunication Services

Direction of Movement

Stable Core, Fading Periphery, Regulatory Clouds

ROC 200

+34.8%

Referenced in 2 other analyses

Company Profile

Electronic Arts Inc. is a leading global developer, publisher, and distributor of video games, content, and services for consoles, PCs, mobile devices, and tablets. The company specializes in diverse genres including sports, first-person shooters, action, role-playing, and simulation, with prominent franchises such as Battlefield, The Sims, Apex Legends, Need for Speed, and Plants vs. Zombies. It also licenses and produces popular titles like FIFA soccer and Madden NFL games. Electronic Arts Inc. generates revenue through initial game sales, in-game purchases, digital distribution, and advertising services, while licensing its content to third parties for distribution and hosting. The firm sells via digital platforms and retail channels including mass market retailers, electronics stores, and game specialty outlets, serving gamers worldwide. Founded in 1982 and headquartered in Redwood City, California, Electronic Arts Inc. plays a pivotal role in the interactive entertainment industry, driving engagement through live services and multiplayer experiences.

Sector

Communication Services

Industry

Electronic Gaming & Multimedia

Employees

14,500

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