I don’t know Silver Lake, but in the thread Schreirer made when breaking this someone suggested they are not specifically in that business. Which makes sense, that’d be an absolute waste of 50 billion, they’re definitely not getting that money back by breaking EA up. They have very, very little marketable IP or assets, considering their major moneymakers are all licensed games, at least outside the Battlefield franchise.
Silver Lake owned GoDaddy for a while. They owned Dell for a while. They seem to have a history of buying companies in big deals, taking them private for a while, then having them go public again later.
I have no idea what that process looks like, but this a) seems to fit their pattern, and b) seems to match other big tech companies that they’ve bought and continued to be a going concern indefinitely.
I don’t know that “good news” is how I’d describe it, but it doesn’t mean EA is done, at least up front.
I don’t know Silver Lake, but in the thread Schreirer made when breaking this someone suggested they are not specifically in that business. Which makes sense, that’d be an absolute waste of 50 billion, they’re definitely not getting that money back by breaking EA up. They have very, very little marketable IP or assets, considering their major moneymakers are all licensed games, at least outside the Battlefield franchise.
Silver Lake owned GoDaddy for a while. They owned Dell for a while. They seem to have a history of buying companies in big deals, taking them private for a while, then having them go public again later.
I have no idea what that process looks like, but this a) seems to fit their pattern, and b) seems to match other big tech companies that they’ve bought and continued to be a going concern indefinitely.
I don’t know that “good news” is how I’d describe it, but it doesn’t mean EA is done, at least up front.
Thank you for input that isn’t just negative rhetoric.