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EA's CEO Addresses Microsoft-Activision Deal and Industry Consolidation

EA CEO Andrew P Wilson is confident about EA's standing with Microsoft amidst the Microsoft-Activision deal. Learn more about EA's thoughts about industry consolidation and achievements for Q4 2023.

EA CEO Emphasized No Significant Impact To EA During Microsoft-Activision Deal

Will Still Be Microsoft's Leading Publisher

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During the Q4 2023 Earnings call, EA's Chairman and CEO, Andrew P. Wilson, responded to inquiries regarding the Microsoft-Activision deal and the potential for industry consolidation.

Wilson acknowledged that while he was uncertain about the outcome of the Activision-Microsoft deal, EA would remain Microsoft's primary partner and considered themselves the leading publisher on the platform. He emphasized that the deal's completion or failure would not significantly impact EA's overall standing, as they believed they possessed the necessary scale to thrive in the industry.

Expanding on his thoughts, Wilson expressed a belief that industry consolidation would occur in the long term, and EA aspired to have the size and influence to actively participate in that process. However, he clarified that their current stance remained indifferent to the outcome of the Microsoft-Activision deal. Regardless of its outcome, EA remained committed to maintaining their position as the top publisher on the Microsoft platform, solidifying their ongoing partnership.

EA Pleased With Q4 Financial Report

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According to EA's operating KPIs and highlights, the EA Sports FIFA franchise grew 31% yearly. EA Sports FIFA 23 became the most profitable launch in franchise history after only six months of release. With peak weekly active users increasing by over 20% from the previous season, Apex Legends also positively impacted with a great Season 16.

EA Chairman and CEO Andrew Wilson expressed excitement about continuing their progress, which will include the debut of EA Sports FC later this year, which is widely anticipated.

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