OP 30 September, 2025 - 10:44 AM
So it’s official: EA has signed a deal to go private in an all-cash takeover valuing the company at ~$55B, with shareholders getting $210 per share. The buyer group is Saudi Arabia’s PIF, Silver Lake, and Affinity Partners, with $20B in debt financing from JPMorgan.
- It’s the biggest all-cash sponsor take-private ever. Massive LBOs usually mean big debt to service. In gaming, that pressure tends to show up as more aggressive monetization, cost-cutting, and fewer risks.
- Ownership optics matter. With PIF in the lead and Affinity Partners in the mix, decisions about global publishing, esports, and partnerships will have a new center of gravity. That can ripple into what gets greenlit and how live-service economies are tuned.
- Nothing changes overnight but watch the next 12–18 months. Expect “no immediate changes” talk until the deal closes; then keep an eye on studio consolidations, live-service pivots, and pricing/MTX creep across EA SPORTS FC, Madden, Apex, Battlefield, and The Sims. (Deal still might need approvals.)
Sources: EA press release + day-one coverage for context.
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STEAL MY SIGNATURE = LEECHER
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