Electronic Arts, Inc. (ERTS)

Bad decisions all around and taking too much onto its plate.

My personal view, after a bad take-over battle with (TTWO) what was lost against the major holder of Rockstar Games and staking sales numbers plus a lousy and overpaid CEO and management team and shift in game content to a weaker buying audiance .

ERTS is a STRONG SELL!

To be honest what have they drunken twith the blockbucst game Battlefield, Battlefield WW2 Battlefield road to Rome. There were I could kick them into their fat a##es.
Bad Company was to weak in store line and network gaming. The ex major Gme maker has lost the number 1
place because they have not heard to there Gamer.
All the hardcore and regular gamers have shift to the platform COD4 and Mordern War etc.
To lay-off 1500-2000 ERTS jobs wont help when the lead managment doesnt understand the gaming market.

ERTS is a STRONG SELL! -
Elektronik Arts is like Akklaim in the 90s an ex-world market leader they have lost everything!

I would be extremley worried if I would hold a large stock package of ERTS!
It is sure a nightmare will come.

I would get them out of the wood but nobody is asking me.
- watch and learn.
ERTS is a STRONG SELL!

EA develops cheap, buggy, unfinished games and sells them to an undiscerning market; that market may be wiser this christmas season with tight belts around so many families.

no merger

Nothing new in quite a while. This is a volatile market where new ideas or expansion of popular old ones can make or break you.

fool

continually gets bad press for the treatment of its programmers, buys studio's left and right only to milk out small franchises that quickly die when the founders flee in order to get creative again. Will lose the digital distribution game as they are already far behind stream. its just goes on and on

Haven't liked what I've seen out of the Electronic Arts lineup, the recession and recent data out hasan't helped either. However, another Sims title comes out next month, and you'll have people lining up as always to get the latest sports offerings prior to the football season. EA will lag, but look to make a move during the summer. Takeover rumors are overdone.

Had to announce 11% reduction in workforce last month. Cutting their game portfolio significantly. Their foray into the MMO market essentially failed (Warhammer Online will stick around, but it's not even close to being a WoW killer). For 2009, it looks like the Sims 3 and Dragon Age are their only big hits. Their most significant project, SWTOR (Star War: THe Old Republic) is a couple of years off at least. Stick with ATVI!

Not a solid gaming lineup. Feel the Star Wars MMO game is a huge product that will not do as well as expected.

I love video games as much as the next dude, but ERTS is heading down a vicious toilet bowl - they are cutting jobs and reducing their product line. Moreover, they are currently trading more than 15 times their projected 2009 earnings. With a quick look at their recent historical numbers, you'll notice that they haven't even posted a profit since 2006. ERTS does not deserve to be priced like a growth stock because revenue is stagnant, demand is fickle, and we've yet to see all those popular titles translate into a meaningful profit. I would be intrigued at about $8.

While many people like the new EA, it's not a good business. It is still quite bloated and is still in the midst of restructuring. Given the shake up less than a year ago, I'd be weary of internal politics taking root given the lackluster results for the past few quarters.

Development pipelines are also quite rigid for existing franchises, with technical expertise either lost or dispersed. There is cause for concern about the ability of some studios built around legacy IPs to innovate.

Franchise IPs are also getting more expensive to make, diluting the bottom line. Margins are getting squeezed bad.

great low price - great long term pick. short term under S&P

Won't be able in this economy to generate the growth necessary to justify its current valuation.

Anyone remember 3DO (THDO)? ERTS has the name recognition but its probably not going to be enough. Predicting that the company is going to see a bad holiday and a even worse new year. This may be a long slow drawn out 'poof'.

I am a employee of electronic arts and I know for a fact that they are going to be hit pretty hard the lead person of Tiburon studiosa the team that makes madden is going to be resigning Ea next week due to poor working conditions this will be a severe blow to ea quality deptartment in sports. I mean the guy has been with Ea since 1990

Next-Gen'ers could care less about Madden Football. The start of a long slide into oblivion.

Company is not making money and have you SEEN the games they put onto the market?

I must have purchased around 50 video games from EA in my 30 years of life, and I'm hardly an avid gamer. With the penetration of XBOX, PS, Wii, still not being enough for them to be positive, you have to ask yourself how much growth potential does this company have?

There is something fundamentally wrong with the way giant video game companies are run and there is no indication that anything good is on the horizon. Although they could get bought by a giant conglomerate.