EA is talking about Project Atlas. Best to read about it rather than let me try to explain it, because tbh it's a confusing jumble of tech buzzwords. However, the key takeaway imo is the talk of a thin client for gaming. This is the future (unfortunately, speaking as a gamer). In fact you can already play games like AC Odyssey this way and it's the only way to play that game on Switch. So the player can connect anywhere with a controller and a screen, including therefore in the future Smart TV's, and play AAA games. This means more access to customers, and it also means higher margins because more games could be bought on the publishers own Store instead of having to go through Live, PSN or Steam which all take 30% of revenue.

I don't know how far away Atlas is from fruition. Perhaps talking about it now is EA's way of trying to protect the share price which is at 18-month lows. Stick with us for the long term, may be the message there.

Earnings this evening. FIFA should be strong. BFV guidance maybe not.

venturebeat.com/20...atlas/