EA's stock plummets $6B in historic crash as Dragon Age: Veilguard disappoints and sports division shows concerning weakness, exposing cracks in their once unshakeable live-service foundation.
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00:00 EA Investors Panic
01:15 From Best to Worst-Case
03:26 Poor "DA:Ve"
08:34 EA's Cracked Foundation
10:51 This Is Existential
13:40 Mr Wilson, I Don't Feel So Good...
Sources:
https://www.cnbc.com/2025/01/23/ea-shares-plunge-19percent-on-track-for-worst-day-since-dot-com-bubble.html
https://www.investopedia.com/ea-stock-price-levels-to-watch-after-17-percent-plunge-video-games-soccer-8778962
https://www.reuters.com/business/ea-raises-annual-bookings-forecast-american-football-titles-outperform-2024-10-29/
https://www.reuters.com/business/ea-cuts-2025-bookings-forecast-shares-fall-2025-01-22/
https://bsky.app/profile/matpiscatella.bsky.social/post/3lgg2djbr3k2n
https://bsky.app/profile/matpiscatella.bsky.social/post/3lgg2ddgpqc2n
https://bsky.app/profile/matpiscatella.bsky.social/post/3lgeojot4k22y
https://bsky.app/profile/dringo.bsky.social/post/3lgfejtzin22w
https://www.marketbeat.com/instant-alerts/wedbush-has-bearish-outlook-for-electronic-arts-q3-earnings-2025-01-27/
https://ir.ea.com/press-releases/press-release-details/2025/Electronic-Arts-Pre-Announces-Preliminary-Q3-FY25-Results/default.aspx
https://www.ign.com/articles/mass-effect-legendary-edition-sales-above-ea-expectations
https://www.ea.com/news/bioware-dragon-age-origins-reaches-triple-platinum-sales
https://s204.q4cdn.com/701424631/files/doc_financials/2011/q4/Q4_FY_Press_Release_with_Press_Tables.pdf
https://opencritic.com/game/17037/dragon-age-the-veilguard
https://opencritic.com/game/17121/ea-sports-fc-25
https://opencritic.com/game/15502/ea-sports-fc-24
https://www.fool.com/earnings/call-transcripts/2024/10/29/electronic-arts-ea-q2-2025-earnings-call-transcrip/
https://x.com/EASPORTSCollege/status/1879951843591438446
https://x.com/finalfantasyxvi/status/1674016160306823170
https://x.com/BioMarkDarrah/status/1836034762332340630
https://www.atlus.co.jp/news/28747/
https://www.linkedin.com/in/harel-eilam-5482691b/
https://www.gamedeveloper.com/business/corrine-busche-dragon-age-the-veilguard-director-leaves-bioware-and-ea-after-18-year-stint
https://www.youtube.com/watch?v=GR5p4maGiRE
https://www.youtube.com/watch?v=nlCdO-zMQrk&t=375s