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by mikepurvis 1705 days ago
But how much of EA's revenue is from nonsense like microtransactions and loot boxes included in full price AAA games? Ultimate Team (the card trading meta-game) is $1.6B alone: https://boardroom.tv/ea-sports-fifa-ultimate-team-madden-nhl...

So yeah, it's a lot of money today, but at least that part of it is a revenue stream that IMO is vulnerable on a number of fronts, including regulatory issues, changing consumer sentiment, platform crackdowns, etc. It's a lot of eggs in one basket for EA, vs FIFA which is a household name for which much of the revenue should be extremely "safe".