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Re: EA -
Earnings
I've been trading the recent EA range of about $90-$105 for a
while. The worst may be behind them for now, with Anthem in the
rear view and earnings guidance still decent despite Fortnite
competition. The upcoming Star Wars game should be big. On the one
hand, heavy earnings reliance on FIFA means potential for growth
with new products, but on the other hand, heavy earnings reliance
on FIFA is risky due to the push in various countries to have games
with lootboxes rated for adults.
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