Overview

• The investor group named in reports includes Silver Lake, Saudi Arabia’s Public Investment Fund and Jared Kushner’s Affinity Partners.
• Sources say an agreement could be announced as soon as next week, while discussions on price and structure are ongoing and the companies have not commented.
• EA shares surged roughly 14–16% on the reports, closing near a record $193.35 and lifting the company’s market value to about $48 billion.
• PIF already owns roughly 10% of EA, part of a wider expansion into gaming via Savvy Games Group and stakes in other publishers.
• Reported buyer interest centers on EA’s predictable cash flows from annual sports titles and live services as the company approaches launches such as FC 26 and Battlefield 6.