Business
business

Electronic Arts surges on higher profit thanks to “College Football 25”

That $600 payment to every college football player who agreed to appear in “College Football 25” sure seems to have paid off for Electronic Arts. The sporty game studio reported its fourth-quarter results after the bell on Tuesday and said the collegiate title helped fuel its 2025 results.

EA posted a $254 million profit, up 40% from a year earlier. Its American Football division alone scored more than $1 billion in net bookings on the fiscal year, a good chunk of its $7.36 billion net bookings total. Live services — which fuel many of EA’s sports titles — represented 73% of total net bookings on the year.

Now that rival Take-Two’s tentpole “GTA 6” title has been delayed until late May 2026 (out of EA's fiscal 2026), the company expects net bookings of between $7.6 billion and $8 billion.

The company's shares were up more than 5% in after-hours trading.

Last week, EA announced its fourth round of layoffs since 2023 and scrapped a “Titanfall” game that was in development.

More Business

See all Business
business

Sony is reportedly considering pushing the PlayStation 6 to 2028 or 2029 as AI RAM demand squeezes consumer electronics

AI’s ongoing need for more memory chips, which some are referring to as “RAMmageddon,” is reportedly shifting Sony’s plans for its next PlayStation console.

According to reporting by Bloomberg, the company is weighing a delay of the PS6 to 2028 or 2029 — a pivot from the company’s typical six- to seven-year console life cycle.

Memory costs could also result in Nintendo hiking the price of the Switch 2, per the report.

The report is part of a larger trend of AI demand impacting consumer electronics, including gaming equipment. Earlier this month, reports said that Nvidia will not release a new gaming graphics chip this year — a first. Steam owner Valve delayed its forthcoming Steam Machine console, and its popular Steam Deck handheld is currently unavailable for purchase in the US. Per Valve’s website: “Steam Deck OLED may be out-of-stock intermittently in some regions due to memory and storage shortages.”

Amid the AI memory squeeze, gaming stocks have also experienced major recent sell-offs following the release of Google’s AI interactive world-generation tool, Project Genie.

Memory costs could also result in Nintendo hiking the price of the Switch 2, per the report.

The report is part of a larger trend of AI demand impacting consumer electronics, including gaming equipment. Earlier this month, reports said that Nvidia will not release a new gaming graphics chip this year — a first. Steam owner Valve delayed its forthcoming Steam Machine console, and its popular Steam Deck handheld is currently unavailable for purchase in the US. Per Valve’s website: “Steam Deck OLED may be out-of-stock intermittently in some regions due to memory and storage shortages.”

Amid the AI memory squeeze, gaming stocks have also experienced major recent sell-offs following the release of Google’s AI interactive world-generation tool, Project Genie.

Robot illustration

Video game experts say Google’s Project Genie isn’t an industry killer. Investors don’t seem convinced.

Analysts and company execs are trying to dispel fears around AI’s impact on gaming, but Wall Street is still wary.

LA Auto Show

Rivian just had its best day ever on the stock market, after more than 4 years of pain

The EV maker’s software division helped power a strong Q4, as industry giants pump the brakes on their electric ambitions.

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, or Robinhood Money, LLC.