Electronic Arts shares rose Friday after the release of its latest soccer simulation game EA Sports FC 25, despite lackluster reviews.
The company boasted a new mode in the 32nd installment of the game called Rush, which is a faster-paced 5v5 game with a smaller field than the traditional 11v11 format. It also touted an improved motion capture system and AI-based advancements in the technology behind computer-controlled players on the screen.
The stock rose more than 2% to $144.65 a share to end the week. The broader market, meanwhile, was down.
But reviews from IGN, GameSpot and others argued that the developments were mostly surface-level changes that failed to provide a breath of fresh air in a franchise which has seen dozens of releases.
Electronic Arts shares are up nearly 7% year-to-date, compared with a more than 20% rise in the S&P 500.
Lack of innovation is a consistent complaint levied by consumers in the video game industry, and it is especially pointed at franchises like EA’s sports titles which are released every year. EA is caught between the challenge of satisfying consumers who want greater innovation and investors who want the reliability of revenue generated by these releases, which consistently sell millions of copies.
EA has stated that it intends to double its engaged player base for EA sports titles over the next five years from 265 million players to 530 million players.
To achieve that, it will likely have to make more significant improvements to its games year to year. Generative AI could be key to doing so, as it could accelerate development time and reduce development costs. The company has announced that they are beginning to use AI in this way, but they are still in the early stages.
“We believe EA is currently working on generative AI tools to boost efficiency and create more scalable processes for its development teams,” said Benjamin Soff, research analyst at Deutsche Bank, “though we think commercialization of the gen AI opportunity is still a ways away.”
A steady stream of content in the form of yearly releases is key to retaining the current player base and trying to attract new players, but the demands of constant development and tight deadlines makes innovation which could draw more significant numbers of players a challenge.