EA Private Equity Deal Signals Gaming Sector Opportunity

23 days ago

SPEAKER_02

"We talked about how Electronic Arts was taken private for $55 billion, largest take private in history. And despite a booming industry with over 60% growth in players over the past 10 years, video games account for only 3% of global ad spend. Our view from an investment perspective, it's a good one."

The speakers discuss the historic private equity move involving Electronic Arts, highlighting the untapped advertising potential in the video gaming sector. They note that although the gaming industry is booming in terms of user engagement, ad spend is significantly lower compared to traditional media, creating an opportunity for investors in private equity plays. This commentary suggests that, even though the gaming experience might change with increased ads, such deals are viewed positively from an investment standpoint.

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