Home » Bear Case Scenario » Bear Case Scenario Electronic Arts $EA, $MSFT, $NTDOF, $ATVI, $SGAMF, $SGMZ

Bear Case Scenario Electronic Arts $EA, $MSFT, $NTDOF, $ATVI, $SGAMF, $SGMZ

Electronic Arts (Nasdaq:EA) is about to release earnings. Ponder this Bear Case Scenario as you listen to management comments.

The casual gamer demographic has been an important contributor to growth of the video game market. EA has traditionally been weak in the casual gaming segment.

EA competes with much larger first-party video game publishers such as Sony, Microsoft, and Nintendo, which have greater resources and an institutional advantage in developing games for their own gaming consoles.

EA is spreading itself across just too many projects and may not provide adequate support to all of its titles.

George Gutowski writes from a caveat emptor perspective.

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