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Does EA Stand For Errant Assumptions?
Josh Burwick • Fri, Jun 7 • 9 Comments
Electronic Arts: The Force Is Weak With This One
Black Coral Research • Mon, May 20 • 3 Comments
Electronic Arts Beats The Industry Slump With Digital Revenue Growth
Trefis • Wed, May 8
Electronic Arts Rebounding For Strong Buy
Evon Mendrin • Fri, Apr 26 • 2 Comments
Your Earnings Season Preview: Electronic Arts
XY Trader • Tue, Mar 19
Gaming Stocks, Where To Put Your Money
StockRiters • Mon, Mar 18 • 4 Comments
Real Racing 3 Marks A Revolution For Electronic Arts
Paulo Santos • Mon, Mar 4 • 4 Comments
Light On Revenue At $1.18B, EA Barely Squeaks Out A Win For The Quarter
TechCrunch • Wed, Jan 30
EA Q3 Earnings Preview - Digital Growth In Focus
David Weinstein • Wed, Jan 30 • 15 Comments
Electronic Arts: The Turnaround Is At Hand For This Fallen Angel - Buy On Headline Weakness
David Weinstein • Thu, Dec 27, 2012 • 51 Comments
'Tis Not The Season To Be Jolly At EA
Mark Kowalski • Wed, Nov 28, 2012 • 7 Comments
Electronic Arts Earnings: FIFA 13 And Declining Video Game Sales In Focus
Trefis • Mon, Oct 29, 2012
Is A Turnaround In Store For Electronic Arts?
XY Trader • Wed, Sep 19, 2012 • 5 Comments
Play The Strength Of Electronic Arts First Quarter Earnings Beat
Chris Katje • Wed, Aug 1, 2012 • 1 Comment
Electronic Arts Strengthens Its Sports Franchise With UFC Brand
Chris Katje • Tue, Jun 5, 2012 • 1 Comment
Electronic Arts: A Lineup Of Kitsch Rather Than Art
Harm Hoeksema • Mon, May 21, 2012 • 24 Comments
Electronic Arts: Hold For Now
Karin Hernandez • Tue, May 8, 2012 • 1 Comment
Electronic Arts Tempers Coming Layoffs With $1.2 Billion In Digital Revenue For The Year
TechCrunch • Tue, May 8, 2012
Electronic Arts Shares Slip After-Hours As The Company Forecasts Losses
TechCrunch • Tue, May 8, 2012 • 1 Comment
Electronic Arts Earnings Preview
Zacks Investment Research • Sat, May 5, 2012

Does EA Stand For Errant Assumptions?
Josh Burwick • Fri, Jun 7 • 9 Comments
Electronic Arts: The Turnaround Is At Hand For This Fallen Angel - Buy On Headline Weakness
David Weinstein • Thu, Dec 27, 2012 • 51 Comments

Why Microsoft's Dumb Move On Xbox One Might Actually Be Smart
Jean-Christophe Larsimont • Sun, Jun 16 • 39 Comments
Sony To Microsoft, Game Over?
Philip Saglimbeni • Wed, Jun 12 • 32 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Mon, Jun 10 • 83 Comments
Yet Another 3 Investment Themes To Consider
Paulo Santos • Fri, Jun 7 • 7 Comments
The 50 Best Performing S&P 500 Stocks in 2013
Bespoke Investment Group • Fri, Jun 7 • 4 Comments
Nvidia: A $21 Stock Trading For $14 With Only $2 Of Downside
Ashraf Eassa • Thu, Jun 6 • 79 Comments
World Of Worry For Activision
Josh Burwick • Sat, Jun 1 • 33 Comments
Xbox One: Microsoft Wants To Be The Apple Of Your Living Room
Valuentum • Tue, May 28 • 4 Comments
1 Tech Stock, 1 Industrial Goods Company And 1 Basic Materials Stock With Recent Intensive Insider Selling
Markus Aarnio • Tue, May 28 • 2 Comments
GameStop Earnings Preview: What We're Watching
Trefis • Wed, May 22 • 1 Comment
What Xbox One Means For These Other Companies
Gaurav S. Sharma • Wed, May 22 • 4 Comments
S&P 500 Stocks Farthest Above 50-DMAs
Bespoke Investment Group • Thu, May 16
Will Grand Theft Auto V Be Enough Of A Hit For Take-Two Interactive?
Mark Kowalski • Tue, May 14 • 2 Comments
Today's Market News To Trade On: 5 Stocks Moving On News
Matthew Smith • Thu, May 9
Disney Has Another Great Quarter
Jacob Steinberg • Wed, May 8 • 2 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Wed, May 8 • 75 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Tue, May 7 • 76 Comments
VIX - Options Volatility And Market Sonar: Monday Recap
Erick McKitterick • Mon, Apr 15 • 11 Comments
Advanced Micro Devices' Battlefield 4 Bundle Could Pay Off Big
Ashraf Eassa • Wed, Apr 10 • 21 Comments
Zynga Is Getting Too Slow For Me
Suman Chatterjee • Wed, Apr 3 • 11 Comments

Electronic Arts Inc. - Shareholder/Analyst Call
Wed, Jun 12
Electronic Arts Management Discusses Q4 2013 Results - Earnings Call Transcript
Tue, May 7
Electronic Arts' Management Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Tue, Feb 26
Electronic Arts Inc. Presents at Goldman Sachs Technology & Internet Conference 2013, Feb-12-2013 10:20 AM
Tue, Feb 12
Electronic Arts Management Discusses Q3 2013 Results - Earnings Call Transcript
Wed, Jan 30
Electronic Arts Management Discusses Q2 2013 Results - Earnings Call Transcript
Tue, Oct 30, 2012
Electronic Arts Management Discusses Q1 2013 Results - Earnings Call Transcript
Tue, Jul 31, 2012 • 2 Comments
Electronic Arts' CEO Discusses Q4 2012 Results - Earnings Call Transcript
Mon, May 7, 2012 • 1 Comment
Electronic Arts' CEO Discusses Q3 2012 Results - Earnings Call Transcript
Wed, Feb 1, 2012
Electronic Arts Inc. Presents at Citi's 8th Annual Small/Mid Cap Conference, Nov-15-2011 03:25 PM
Wed, Nov 16, 2011
Electronic Arts' CEO Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Oct 27, 2011 • 1 Comment
Electronic Arts' CEO Discusses Q1 2012 Results - Earnings Call Transcript
Tue, Jul 26, 2011 • 1 Comment
Electronic Arts' CEO Discusses Q4 2011 Results - Earnings Call Transcript
Thu, May 5, 2011
Electronic Arts' CEO Discusses Q3 2011 Results - Earnings Call Transcript
Tue, Feb 1, 2011 • 1 Comment
Electronic Arts CEO Discusses F2Q11 Results - Earnings Call Transcript
Tue, Nov 2, 2010
Electronic Arts F1Q11 Earnings Call Transcript
Wed, Aug 4, 2010
Electronic Arts Q4 2010 Earnings Call Transcript
Wed, May 12, 2010 • 2 Comments
Electronic Arts Inc. F3Q10 (Qtr End 31/12/09) Earnings Call Transcript
Tue, Feb 9, 2010
Electronic Arts F2Q10 (Qtr End 9/30/09) Earnings Call Transcript
Mon, Nov 9, 2009
Electronic Arts F1Q10 (Qtr End 6/30/09) Earnings Call Transcript
Tue, Aug 4, 2009

E3's Winner: Xbox vs. PlayStation

at CNBC.com (Fri, 1:18PM)
Game on: Console war heats up this fall

at MarketWatch.com (Fri, 9:33AM)
Winners and Losers From E3 Video Game Show

at CNBC.com (Fri, 8:56AM)
Nintendo CEO Takes the Blame for Poor Wii U Sales

at CNBC.com (Thu, 10:53AM)
Gaming: Putting the Belarus War Machine on the Map

at CNBC.com (Wed, 2:10PM)
'Call of Duty' May Be Facing Its Biggest Battle

at CNBC.com (Wed, 10:58AM)
Tech Stocks: GameStop’s a rare gainer in weak tech session

at MarketWatch.com (Jun 11, 2013)
Pow! Pow! Pow! EA Launches 11 New Games

at CNBC.com (Jun 10, 2013)
DICE Heralds the Return of Mirror’s Edge

Business Wire (Jun 10, 2013)
EA Reveals Battlefield 4 Multiplayer -- The Next Generation of Online Warfare

Business Wire (Jun 10, 2013)
EA and DreamWorks Lift the Curtain on Need for Speed the Movie

Business Wire (Jun 10, 2013)
EA and Victory Games Put Players in Control with a New Generation of Command & Conquer

Business Wire (Jun 10, 2013)
Players and Stadiums Feel Alive in EA SPORTS FIFA 14 on Xbox One and PlayStation 4

Business Wire (Jun 10, 2013)
EA SPORTS UFC Gameplay Features Will Make You Feel the Fight

Business Wire (Jun 10, 2013)
Madden NFL 25 Makes Its Next-Gen Debut as Launch Title for Xbox One and PlayStation 4

Business Wire (Jun 10, 2013)
Respawn Entertainment Unveils Titanfall

Business Wire (Jun 10, 2013)
Tapping China's Gaming Gold Mine

at CNBC.com (Jun 7, 2013)
The Best Selling Games of 2013 - so Far

at CNBC.com (Jun 7, 2013)
Xbox One, PlayStation 4 take center stage at E3

at MarketWatch.com (Jun 7, 2013)
Hot 2013 Video Games, Bucking the Down Trend

at CNBC.com (Jun 7, 2013)

EA vs. ETF Alternatives

Company Description

Overview

Electronic Arts (“EA™”) develops, markets, publishes and distributes video game software and content that can be played by consumers on a variety of platforms, including:

• Video game consoles such as the PLAYSTATION® 3, Microsoft Xbox 360™ and Nintendo Wii™,

• Personal computers,... More

Sector: Technology

Industry: Multimedia & Graphics Software

Country: United States

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| On the move

Friday, June 14, 5:21 PM iOS 7 (AAPL) comes with specs enabling game controllers to interact with iDevices, according to a developer doc seen by the WSJ. Though the doc says controllers "must not be required" for a game to work, it's still likely music to the ears of game developers (EA, ATVI, TTWO, GLUU), who have both been trying to profit from tremendous mobile gameplay growth, and struggling to get users to pay up-front (as opposed to downloading free-to-play titles). The report comes a month after Tim Cook said Apple will give developers more options to customize iOS, and days after IDC and App Annie predicted mobile game revenue will top $12B this year. Nvidia (NVDA) is trying to kick-start controller-based Android gaming via its Shield console. 9 Comments [Tech]
Wednesday, June 12, 1:08 PM Electronic Arts (EA -1.8%) reiterates its FY14 (ends March '14) guidance of $4B (matches a $4B consensus) during its analyst day. EA, which is intent on narrowing its focus, also projects its title launch count will drop from 46 in FY12 (24 mobile) to 31 in FY13 (18 mobile) and 25 in FY14 (14 mobile). Opex is expected to decline to 53% of revenue in FY14 from 56% in FY13, and gross margin is seen holding steady at 66%. After soaring 35% in FY13 to $1.66B, "digital" revenue is seen growing slightly to $1.7B in FY14. Also: EA says it now cares more about a game's lifetime ARPU than up-front sales, and hints FIFA 14 will be free-to-play on mobile. (presentation) Comment! [Tech, Earnings]
Tuesday, June 11, 10:17 AM Take-Two (TTWO +2.7%) rallies after canceling investor meetings scheduled for today; the company says it isn't due to news about products or financial results. Wedbush thinks the game developer (12%-owned by Carl Icahn) could announce a redemption of convertible notes, and thereby remove 12.9M shares from its diluted count. Rival Electronic Arts (EA +1.2%) is also higher on a down day, after unleashing a torrent of game announcements at yesterday's E3 event. Comment! [Tech, On the Move]
Monday, June 10, 5:44 PM Electronic Arts (EA) made the most of its E3 conference press event. Among other things, the gaming giant announced: 1) Plants vs. Zombies: Garden Warfare, a 3rd-person shooter title based on its popular line of mobile tower defense games. 2) A sequel to parkour game Mirror's Edge. 3) FIFA 14 will feature better A.I. and more precise movements. 4) Madden NFL 25 will ship for the PS4 and Xbox One. 5) A new title for the Star Wars: Battlefront series is in development. 6) A demo for Battlefield 4 that shows off "the ability to call-in artillery and tactical support using a tablet." (live blog) Comment! [Tech]
Tuesday, June 4, 4:18 PM Zynga's (ZNGA +2%) job cuts don't go far enough, thinks Sterne Agee's Arvind Bhatia. Whereas Zynga generated $893M in 2010 billings with a headcount of 1,483, Bhatia estimates the social gaming leader will have 2,400 employees and a $750M-$800M/year billings run rate once its layoffs are finished. Meanwhile, Pando Daily's Kevin Kelleher argues Zynga is the victim of an "attention-deficit economy" in which consumers "constantly crave the new." Moreover, "casual and mobile games remain a gamble that is better suited to small, nimble startups rather than a publicly traded giant." Will console gaming giants (EA, ATVI, TTWO) have better luck navigating this landscape? 3 Comments [Tech]
Tuesday, May 21, 1:39 PM More on the Xbox One: The device has a Blu-ray player, and is said to be "practically silent" when running. A new Kinect sensor is being bundled with the console (JDSU a likely supplier): its camera, color depth, and motion-sensing abilities are improved, and voice is said to be more "conversational." Xbox SmartGlass mobile apps are integrated with the One, interactive TV content is paired with shows, and a "snap mode" shows multiple apps a once. Electronic Arts (EA) is promising to launch titles from 4 sports franchises - FIFA, Madden, NBA Live, and UFC - in the next 12 months, aided by a new gaming engine. (live blog) Comment! [Tech]
Friday, May 17, 5:42 PM After-hours top gainers, as of 5:15 p.m.: GAIA +7.6%. ADK +6.4%. PATH +5.3%. GST +4.2%. DQ +3.3%.
After-hours top losers: DATA -5.1%. QEP -3.8%. CPRT -3.8%. RPAI -3.6%. EA -2.3%. Comment! [On the Move]
Friday, May 17, 5:04 PM GameStop (GME +4.5%) closed with a big gain after NPD reported U.S. physical retail video game sales fell 17% Y/Y in April, better than some feared; they fell 1% in March, and 27% in Feb. Hardware sales fell 42%, as gamers wait for this fall's launches. Total industry physical retail sales fell 25%; as Electronic Arts (EA +0.9%) and Activision's (ATVI +0.5%) latest results show, such sales make up a declining portion of industry revenue. Take-Two's (TTWO +1.9%) Bioshock: Infinite and NBA 2K13 were the month's 3rd and 7th-most popular titles, and Activision's Call of Duty: Black Ops 2 and Skylanders Giants were #4 and #8. Comment! [Tech, Consumer, On the Move]
Thursday, May 16, 6:29 PM Electronic Arts (EA) roundup: 1) Denise Warren, the NYT's digital chief, is replacing Liberty Media CEO Greg Maffei on EA's board. 2) EA is killing off its Online Pass program, which drew the ire of many gamers due to the fees it charged to enable online features when playing a game for the first time on a console. 3) EA has opened an L.A. studio to develop the Star Wars games that will flow from its recent deal with Disney. 4) EA is working on a mobile version of its Frostbite game engine, used in Battlefield, Need for Speed, and Medal of Honor titles (among others). Comment! [Tech]
Thursday, May 16, 5:41 PM After-hours top gainers, as of 5:15 p.m.: SINA +4.7%. EA +2.7%. NBG +2.5%. AKAM +2.4%. DYAX +2.4%.
After-hours top losers: ARUN -13.7%. ADSK -5.2%. BRCD -4.9%. JWN -3.5%. EGLE -2.4%. Comment! [On the Move]
Thursday, May 9, 7:10 PM Electronic Arts (EA) has indeed cut 10% of its workforce (~900 jobs) since reports of job cuts emerged on April 25. The cuts are likely a big reason why the FY14 EPS guidance provided by EA was (much to the Street's approval) above consensus even as revenue guidance was below. Is EA taking Mitch Lasky's advice? In March, the VC argued EA Games "has been pretty undisciplined about product selection, cost control and marketing spend," and that (along with a stronger focus on mobile, online, and free-to-play gaming) "a lot of hard, cost-cutting work" is needed for EA to return to glory. Comment! [Tech]
Wednesday, May 8, 5:42 PM Activision (ATVI) -6.3% AH after providing light guidance to go with a Q1 beat. A 1.3M Q/Q drop in World of Warcraft subs to 8.3M is likely troubling investors. Online subscription sales (WoW and Call of Duty Elite) fell 9% Y/Y made up 28% of revenue, down from Q1 2012's 43%. But console game sales +85% and 31% of revenue (23% prior). PC game sales (led by StarCraft II and Diablo III) +384% and 15% of revenue (4% prior), and Other sales (inc. handheld/mobile and Skylanders toys) +39% and still 19% of revenue. Digital channels made up 53% of sales vs. 44% a year ago. Electronic Arts (EA) -1.4% after rising 17.1% thanks to its FQ4 report. (PR) Comment! [Tech, Earnings]
Wednesday, May 8, 12:53 PM Midday top 10 gainers: TRMD +68%. SYNM +35%. AFFY +35%. ALXA +25%. CSPI +21%. PSE +21%. NBG +20%. WBMD +18%. SCOK +17%. EA +16%.
Midday top 10 losers: FIO -25%. OCLR -23%. LIOX -18%. VCLK -17%. AXLL -16%. OCLS -15%. BTH -15%. SALM -13%. ACFC -12%. SNTA -12%. Comment! [On the Move]
Wednesday, May 8, 9:17 AM Premarket gainers: ALXA +51%. PSE +19%. LEDR +16%. NBG +11%. WFM +8%. EA +6%. PRTS +6%. SFUN +6%. CTSH +5%.
Losers: FIO -22%. VCLK -19%. OCLR -19%. AXLL -9%. CIE -7%. CHRW -7%. SODA -6%. DDD -6%. SYMC -5%. Z -5%. VVUS -5%. Comment! [On the Move]
Tuesday, May 7, 5:52 PM Electronic Arts (EA) now +7.7% AH as better-than-feared FY14 guidance overshadows an FQ4 EPS miss. Activision (ATVI) +1.1%. EA's "Digital' revenue (inc. downloads, subscriptions, ad sales, etc.) rose 45% Y/Y to $618M, while packaged goods/other revenue fell 25% to $396M. Consoles 65% of net revenue (66% a year ago), PCs 21% (25% prior), mobile 9% (6% prior), handhelds 3% (1% prior). Free cash flow was $208M vs. net income of $169M. Battlefield 3 Premium subs rose by 600K to 3.5M. The Simpsons: Tapped Out produced almost $10M in net revenue in March; Real Racing 3 is also doing well on iOS. (PR) Comment! [Tech, Earnings, On the Move]
Tuesday, May 7, 5:52 PM After-hours top gainers, as of 5:30 p.m.: PSE +20%. WBMD +14%. ARAY +12%. EA +9%. WFM +7.7%.
After-hours top losers: VCLK -14%. RBCN -12%. SYNC -12%. CORE -7%. CIE -7%. Comment! [On the Move]

StockConsultant
"Stocks to Watch" some great movers today: $ANGI $APA $AUMN $BIOS $EA $GMCR $GNW $MPEL $MRVL $NTAP $NXST $OWW $QIHU $SFLY $SNDK $SPN $VOCS
19 hours ago
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oneotherfool
Will $EA, $ATVI, and $TTWO bounce back tomorrow, after $SNE's presentation?
Jun 10, 11:43 PM
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Philip Saglimbeni
Can $MSFT redeem itself at E3 after its Xbox One unveil stumble? We shall see shortly $SNE $EA $ATVI
Jun 10, 10:00 AM
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The Wall Street Transcript
Electronic Arts Inc.'s ($EA) Battlefield to Compete with Activision's ($ATVI) Call of Duty- http://su.pr/29SsSi
May 21, 3:08 PM
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m@ximus
No doubt, $EA is in speculative mode, get out while you can count your return. Star Wars game alone will not save EA for ever.
May 9, 2:55 PM
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Michael Bryant
Colfax ($CFX), Grifols ($GRFS), Electronic Arts ($EA), 3D Systems ($DDD), & YY ($YY) rose Wednesday on unusual volume.
May 9, 1:08 AM
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Michael Bryant: Maybe I was wrong about $YY.
May 9, 1:09 AM
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TipRanks
Piper Jaffray Michael Olson Buy $EA. Timely w/$DIS deal.Check Olson's 247 ranking of 1929 analysts
May 8, 10:48 AM
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Mr. Knowitall
$EA, Upgraded to Overweight at Piper Jaffray, PT Raised to $23 http://bit.ly/11T1nQL
Mar 28, 2:34 PM
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Ryan Mallory
Fuinhaz Setups for March 27 2013 | $AIXG $BSFT $CETV $EA $PATH $RFMD $SONC $SWHC $THRX | SharePlanner http://bit.ly/10Phsbd
Mar 27, 9:23 AM
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Ryan Mallory
Morning Coffee, Day Trading Watchlist: $EA $BSFT $CLF | SharePlanner http://bit.ly/XDPfQF
Mar 26, 9:23 AM
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LATEST REPLIES

Michael Bryant
Colfax ($CFX), Grifols ($GRFS), Electronic Arts ($EA), 3D Systems ($DDD), & YY ($YY) rose Wednesday on unusual volume.
May 9, 1:08 AM
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Michael Bryant: Maybe I was wrong about $YY.
May 9, 1:09 AM
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Philip Saglimbeni
$EA Electronic Arts CEO stepping down, about time, company has amazing brands and can barely make money, stock is up
Mar 18, 4:56 PM
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Philip Saglimbeni: yeah Jim, whenever that happens I wonder how it has to feel, it's the ultimate display of no confidence by investors
Mar 19, 9:00 AM
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Philip Saglimbeni: but as usual, EA is down now that I spoke of it haha, hasn't failed yet
Mar 19, 10:29 AM
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Mark Kowalski
$EA - I still don't understand what's happened since the earnings release... I guess there are some strong expectations in play
Feb 4, 6:49 PM
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JohnBinTN: CEO bought a big chunk. Like 32k shares, I think.
Feb 4, 7:18 PM
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Philip Saglimbeni
$ATVI, $EA and $TTWO execs met with VP Joe Biden yesterday, "There is no silver bullet" to curing violence in America Biden said . . .
Jan 12, 8:51 AM
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Philip Saglimbeni: Energy, at this point nothing would surprise me! Madpup, although I don't own any of them I do think they will all do well with the next
Jan 12, 6:14 PM
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Philip Saglimbeni: console generation approaching. ATVI is the best management but EA has the strongest game lineup in my opinion
Jan 12, 6:15 PM
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Ashraf Eassa
Dang $EA is up 40% from lows. Considered buying it in the $11's but went w/ $MRVL instead. Whoops?
9/11/12
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det9: Long MRVL. I am thinking about adding more at the current weakness.
9/13/12
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Ashraf Eassa: It's not a bad idea. Company is so cash rich, debt free, and profitable at this point that I just don't see a lot of downside.
9/13/12
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Ashraf Eassa
All right folks, have articles on $STX, $SNDK, $AMD, and $EA in the works. Which one do y'all want me to wrap up first?
9/7/12
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jbushouse: I would like to see what your thoughts on SNDK are.
9/10/12
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Ashraf Eassa: All righty. I'll finish & polish off my SNDK piece :-)
9/10/12
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hotnutsjesus
Gonna try to play the EA buyout rumor: in @ 14.16
8/16/12
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hotnutsjesus: out at 14.07. not liking the volume.
8/16/12
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Chris Lau
EA buyout rumor finally validates bullish thesis on the company http://seekingalpha.com/a/hdyr ATVI ZNGA FB
8/16/12
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TruffelPig: If you bought EA January 3 or so and they would be bought for $20 you would have lost money! That is NOT bullish really.
8/16/12
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Chris Lau
$9 target price implied on FB http://seekingalpha.com/a/dga7 LNKD ZNGA ATVI EA TTWO
5/31/12
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Rock_nj: Covering FB shorts before late July earnings would be a good idea IMO.
5/31/12
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Chris Lau: Still expect big short term rallies on the way down. Until ad growth justifies current size, valuation will limit upside.
5/31/12
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Chris Lau
I complained ZNGA's Mkt Cap was 2x EA. Since FB IPO, ZNGA lost half and is worth the value of EA. TTWO THQIQ.OB http://yhoo.it/JVw0ji;range=1m;compare=znga+ttwo+thqi;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;
5/26/12
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avickrey: FB created revaluation event to social media stocks that is impossible to understand until the dust settles.
5/26/12
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Chris Lau: It's very understandable: Social is the new lofty. My EA is a big dud but these "old" companies are lt plays that will take years 2play out
5/26/12
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PandaBearish
Great Market Neutral Play: Short EA, Long ATVI.
5/8/12
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PandaBearish: Not to mention, with Avengers' success and other upcoming Marvell films, ATVI owns rights to the comics.
5/9/12
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PandaBearish: EA has no cash cows. SWTOR was a huge flop that never broke 2 million subscribers and D3's cash auction house is $$ in the bank for ATVI
5/9/12
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Youngone91
did anyone happen to use my ATVI long/EA short trade? when i suggested it?
4/26/12
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Ocean Man's Evil Twin: Did it work?
4/26/12
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Rob O: It would have if he executed anytime after June 2011. Mostly from the EA short though.
5/3/12
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Youngone91
long atvi/short EA!
4/27/12
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eabyrd: ATVI needs to close above 12.86!
4/27/12
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Chris Lau
If OVTI keeps going up it is not one to buy as written. See NVDA post earnings. And EA. And ALU
2/15/12
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Maria Auziliadora: You too!!
2/19/12
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Chris Lau: Happy trading, after the long weekend. Next week is another week. Come back then!
2/19/12
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Stone Fox Capital
All comes down to valuation. $ZNGA just isn't worth $10B. While $EA only worth $5.8B
2/14/12
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Chris Lau: Same as FB worth 99 (down just 1B) and YHOO EBAY worth less. Or NYT vs online content. And EA vs GRPN ZNGA
2/17/12
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EA Electronic Arts Inc.

EA

Electronic Arts Inc.