2025-10-06
After 36 years as a public company, EA's $55B take-private is historic, but here's the tension: going private *theoretically* gives breathing room to innovate beyond quarterly earnings pressures, except they're servicing $20B in debt with three buyers who have different economic
Wall Street Journal
A profile of EA CEO Andrew Wilson, who is expected to stay in the role, as Silver Lake's Egon Durban credits him for building EA's “crown jewel” sports business
He's a charming Aussie surfer who plays videogames and has a black belt in jiu-jitsu.
After 36 years as a public company, EA's $55B take-private is historic, but here's the tension: going private *theoretically* gives breathing room to innovate beyond quarterly earnings pressures, except they're servicing $20B in debt with three buyers who have different economic
Bloomberg
A big portion of EA's cash flow will go toward servicing the $20B debt from the $55B sale, which even the most bullish analysts expect will lead to big layoffs
This week's column: www.bloomberg.com/news/newslet... Io Sam / @iosam : The vast majority of big companies who go private through leveraged buyouts are ‘dead man walking’... Not a ...