EA Reportedly Eyes Going Private Amid Industry Shift

Owen Charles Taylor
Sept 28, 2025
EA Reportedly Eyes Going Private Amid Industry Shift

Electronic Arts (EA), a titan in the gaming world, is reportedly exploring a significant shift: going private. This move, according to industry insights, could stem from a deeper reflection on the evolving landscape of the video game industry.

Industry Consolidation and Future Concerns

Veteran journalist Jason Schreier highlights a noticeable trend of consolidation within the gaming sector. The potential privatization of EA is seen as a reflection of executive concerns about the industry's long-term trajectory. After experiencing robust growth throughout the 2010s and bolstered by the pandemic, gamers are increasingly showing a preference for established titles over new releases.

The Rise of Live Services and Shifting Player Habits

This shift in player behavior is evident in EA's financial performance. For fiscal year 2025, a substantial 75% of its revenue is projected to come from its live service offerings, underscoring a move away from traditional new game purchases. Analyst Nicholas Lovell, co-founder of Spilt Milk Studios, observes a broader industry change: "We're moving away from an era of breaking new ideas to people settling into the same games, spending money over and over again."

Peak Valuation and Market Realities

Lovell suggests that EA executives might perceive the reported $50 billion valuation as the company's "peak value." As the industry navigates this new phase, characterized by sustained profitability but potentially declining valuations, taking the company private could be a strategic move to capitalize on current market conditions and secure its future operations away from the pressures of public markets.

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