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Electronic Arts EA

TechnologyMarket cap $35B3 connections

Electronic Arts is one of the world's largest game publishers with annual sports franchises - EA FC (formerly FIFA), Madden NFL, NBA Live - plus The Sims, Apex Legends, Battlefield, and Dragon Age. EA FC generates $1.5B+ annually from Ultimate Team card packs. Its live service model - ongoing games that generate recurring revenue - is the dominant model in modern gaming.

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Electronic Arts & Microsoft

Microsoft and Electronic Arts have a significant gaming ecosystem partnership, with EA's major franchises (FIFA/EA FC, Madden NFL, Battlefield, Apex Legends, The Sims) available on Xbox Game Pass through EA Play Pro integration. EA Play bundled into Xbox Game Pass Ultimate gives subscribers access to EA's entire back catalog, and EA's games drive a meaningful share of Xbox Game Pass subscriber engagement. Microsoft and EA both operate competing cloud gaming services (Xbox Cloud Gaming vs EA Play via xCloud).

Why it matters: EA's EA Play integration within Xbox Game Pass was one of the most significant third-party publisher deals in Game Pass history, as EA's sports franchises (FIFA, Madden, NBA Live) and Battlefield series provide monthly active player retention content that Microsoft needs to justify the $17.99/month Game Pass Ultimate price point. EA benefits from the Game Pass subscriber base exposure for its live service games like Apex Legends, which generates cosmetic purchase revenue beyond the flat Game Pass fee.

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.