Key Takeaways EA is set to report fiscal Q3 results on Feb. 3, with EPS and revenues expected to rise.Electronic Arts' Battlefield 6 drove Q3, selling 7M units in three days with 172M matches opening weekend.EA's pending $55B buyout ended forward guidance, adding uncertainty around reporting.Electronic Arts (EA) is set to report third-quarter fiscal 2026 results on Feb. 3.The Zacks Consensus Estimate for earnings has remained steady at $4.77 per share in the past 30 days. The figure indicates a 68.55% incre ...

摩根大通等 银行已开始发售为收购艺电而筹集200亿美元的债务融资，这笔资金将支持史上规模最大的 杠杆收购案——对 游戏巨头艺电的私有化收购。据知情人士透露，中东、亚洲及欧洲的小型银行正积 极买入该视频游戏制造商价值约30亿美元的A类定期贷款。 此次发售过程将持续至2月底，承销银行有 权根据市场情况灵活调整A类定期贷款的规模。 ...

Wall Street analysts forecast that Electronic Arts (EA) will report quarterly earnings of $4.77 per share in its upcoming release, pointing to a year-over-year increase of 68.6%. It is anticipated that revenues will amount to $2.86 billion, exhibiting an increase of 28.9% compared to the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course o ...

Investment Rating - The report indicates a positive outlook for the private equity (PE) industry, highlighting a resurgence in deal activity and a strong market environment, suggesting a favorable investment rating for the sector in 2025 [8][9]. Core Insights - The private equity sector experienced a significant rebound in 2025, with total deal activity surpassing 9,000 transactions and an aggregate value of approximately $1.2 trillion, marking only the second time in history that deal value exceeded $1 trillion [8][34]. - The second half of 2025 saw a strong recovery in deal flow, compensating for a slowdown in Q2 due to market volatility, with 4,560 deals valued at $632.2 billion [35]. - The report emphasizes the importance of mega-sized transactions, with 150 megadeals totaling $567.8 billion, surpassing previous years and indicating a strong appetite for large-scale investments [9][34]. Summary by Sections Executive Summary - The PE industry rebounded strongly in 2025, achieving a total deal value of $1,155.5 billion, with a year-over-year growth of 36.3% [7]. - Exit activity also saw significant growth, with exit values reaching $728.1 billion, a 90.1% increase from the previous year [7]. Deals - The total number of PE deals in 2025 was 9,019, with a deal count increase of 5.9% year-over-year [7]. - Buyout/LBO transactions accounted for $616.6 billion, reflecting a 57.4% increase compared to 2024 [7]. Fundraising - Fundraising in 2025 was noted as the weakest since 2020, with significant declines in both fund count and capital raised, despite increasing exit activity [12]. - The dry powder in the PE market reached an all-time high of $1.1 trillion, indicating potential for future deal-making [12]. Performance - The report highlights a bifurcation in the market, with large, high-conviction investments performing well, while lower and middle market activities remained muted [72]. - The healthcare sector saw a notable increase in deal value, driven by a few mega-transactions, with a 43.4% rise in total PE-backed healthcare deal value [72]. Valuations - Median global M&A EV/EBITDA multiples reached 10x, recovering from previous lows and indicating a strong valuation environment for PE deals [81]. - PE buyout valuations showed a mixed trend, with EBITDA multiples adjusting down slightly to 12.3x, while revenue multiples increased significantly to 2.5x [82].

Core Insights - Goldman Sachs led the global dealmaking landscape in 2025, achieving the top ranking in a year characterized by significant political events and larger mergers [1][2] - The firm advised on 38 major deals, totaling $1.48 trillion, marking the highest number of mega deals since 1980 [2][3] - Goldman Sachs secured a 32% market share in M&A, with $4.6 billion in fees, surpassing competitors like JPMorgan and Morgan Stanley [3][6] M&A Market Overview - The year 2025 was described as an "exceptional M&A year," driven by abundant capital and a favorable regulatory environment [2][4] - The number of $10 billion deals increased significantly, with 68 such transactions totaling $1.5 trillion, more than double the previous year [1][4] - Goldman's market share in M&A involving Europe, the Middle East, and Africa reached 44.7%, a level not seen since 1999 [4] Competitive Landscape - JPMorgan ranked second in M&A fees with $3.1 billion, while Morgan Stanley followed closely with $3 billion [3] - Despite Goldman's overall deal volume, it did not participate in the two largest M&A transactions of the year, which were led by other banks [6][10] - Boutique banks like Wells Fargo and Moelis gained prominence due to their involvement in high-profile deals, with Wells Fargo advising on ten $10 billion-plus transactions [10][11] Future Outlook - The current market conditions, including decreasing interest rates and substantial cash reserves in corporate America, are conducive to further M&A activity [15][16] - The ongoing strategic desire for growth among companies is prompting proactive M&A initiatives rather than waiting for companies to be put up for sale [7][15] - The competitive landscape may shift depending on the outcomes of ongoing bids, particularly for Warner Bros, which could affect the rankings of various advisors [11][12]

With a market cap of $51.1 billion, Electronic Arts Inc. (EA) is a global video game company that develops, publishes, and delivers games, content, and live services across consoles, PCs, and mobile platforms. The company is known for major franchises such as EA SPORTS Madden NFL, EA SPORTS College Football, The Sims, Apex Legends, and Battlefield. The Redwood City, California-based company is scheduled to release its fiscal Q3 2026 results soon. Ahead of this event, analysts expect Electronic Arts to po ...

Group 1 - Wall Street is preparing for another year of significant mergers and acquisitions (M&A), following a record-breaking 2025 with 68 transactions exceeding $10 billion each, indicating a resurgence of confidence in corporate boardrooms [1][4] - The average transaction size in 2025 reached approximately $227 million, the highest since 1980, with large deals being a key driver of market activity [2][4] - High-profile transactions included Netflix's $72 billion acquisition of Warner Bros. Discovery's studios and HBO Max, and a $72 billion merger between Union Pacific and Norfolk Southern, showcasing the scale of recent deals [2][4] Group 2 - Electronic Arts announced plans to go private in a $55 billion deal, reflecting the increasing role of private capital in major transactions [3][4] - Despite concerns regarding geopolitical risks and President Trump's tariff regime, dealmaking momentum remained strong, even during traditionally quiet periods, with expectations for continued activity into 2026 [3][5] - The record number of high-value deals in 2025 signifies a strong rebound in the M&A market post-pandemic, suggesting a positive outlook for 2026 [4]

据爆料信息显示，《极品飞车：不羁》的领取时间窗口为2026年1月6日至2月3日，用户需在该时段内完 成领取方可永久畅玩。这款游戏由Criterion Games负责开发，于2022年12月正式推出，凭借独特的视觉 风格备受关注——其创新性地将写实车辆与涂鸦特效、风格化动画相融合，生动还原了地下街头赛车文 化的独特魅力。游戏内容围绕非法街头竞速、高风险赌注及警匪追逐展开，所有游戏进程最终将指向名 为"The Grand"的终极赛事，为玩家带来沉浸式的竞速体验。 来源：环球网 【环球网科技综合报道】1月1日消息，据PlayStation报道，EA旗下经典赛车游戏系列最新正统续作《极 品飞车：不羁》，将于2026年1月正式加入PlayStation Plus（PS Plus）游戏阵容，面向Essential、Extra与 Premium三个档位的订阅用户开放免费领取，为广大赛车游戏爱好者带来福利。 值得一提的是，索尼此前已明确相关服务调整方向：自2026年起，PS4游戏将不再被保证纳入每月 Essential档位免费游戏或Extra档位游戏库，仅会偶尔少量加入，PS Plus服务重心将进一步向当前世代主 机倾斜。此 ...

Core Insights - Sovereign wealth funds globally reached a record $15 trillion in assets under management, driven by increased technology investments and favorable market conditions [1] Investment Trends - Sovereign investors allocated $66 billion towards artificial intelligence and digitalization in 2025, with Middle Eastern funds leading the charge [2] - The Abu Dhabi Mubadala Investment Co. was the largest investor in this sector, committing $12.9 billion, followed by Kuwait Investment Authority at $6 billion and Qatar Investment Authority at $4 billion [2] Regional Highlights - The Middle East is a significant hub for sovereign wealth fund investments, with the seven Gulf wealth funds accounting for 43% of global state-owned investment capital, totaling $126 billion [3] - Saudi Arabia's Public Investment Fund emerged as the largest dealmaker in 2025, committing $36.2 billion, primarily through its acquisition of Electronic Arts Inc. [3] Activity Levels - Excluding the major deal by Saudi Arabia, Abu Dhabi's Mubadala was the most active sovereign wealth fund, investing a record $32.7 billion across 40 transactions [4] - Sovereign investors, including public pension funds, expanded their influence in 2025 amid strong returns across various asset classes [4] Geographic Distribution - The United States led sovereign investments with $13.2 trillion in assets under management, followed by China at $8.2 trillion and the UAE at $2.9 trillion [5] - The US attracted $131.8 billion in sovereign investments in 2025, a significant increase from $68.9 billion in the previous year, while investments in China dropped to $4.3 billion from $10.3 billion [5]

Group 1: Mega-Deals Overview - In 2025, a record 68 mega-deals exceeding $10 billion were announced, marking the largest global M&A volume since the pandemic, indicating renewed confidence in corporate boardrooms [1][4] - The average deal size reached nearly $227 million, driven by a favorable regulatory climate and diminishing concerns over President Trump's tariff agenda [2] Group 2: Notable Transactions - Netflix announced a $72 billion acquisition of Warner Bros. Discovery's studios and HBO Max, which prompted a $77.9 billion hostile takeover bid from Paramount Skydance [5][10] - Union Pacific's $72 billion acquisition of Norfolk Southern aims to create a US transcontinental railroad, facing antitrust scrutiny [5] - Electronic Arts is going private in a $55 billion deal, highlighting the increasing influence of private capital in major transactions [6] - Kimberly-Clark agreed to acquire Kenvue for $40 billion, reflecting the urgency among companies to secure assets amid rising demand [7] Group 3: Market Trends and Future Outlook - There is a growing perception that failing to act quickly risks losing valuable assets, with corporate leaders feeling pressured to make timely decisions [8] - The market is expected to see an increase in corporate spinoffs and crypto-related acquisitions, alongside a rise in capital flow from sovereign-wealth funds, particularly from the Middle East [11]