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

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Direction of Movement

Stable Core, Fading Periphery, Regulatory Clouds

ROC 200

+34.8%

Referenced in 2 other analyses

Financials