In the wake of EAâs buyout, analysts expect the likes of DICE and Criterion to be sold off rather than shut down.
Expectations within EA have always been extremely high for Battlefield 6, even when there didnât seem any obvious reason for optimism. The publisher has multiple studios working on it, besides series creator DICE, and EA reportedly expects the military shooter to reach Fortnite levels of popularity.
However, all this was before EA announced it would sell itself to a group of private investors and thus be saddled with $20 billion in debt. That means the pressure to succeed can only have gone up, which in turn makes the consequences for failure even more serious.
The pre-release period and open beta generated a lot of positive sentiment for the game, and we found the final result to be a crowd-pleasing experience, but industry analysts still believe the future of DICE and the gameâs other developers are hanging by a thread.
Speaking with Polygon, analyst firm Freedom Capital Markets describes Battlefield 6 as an experiment; one it suspects EA is running to see if it can capture audiences it has either neglected or failed to appeal to for years -and not rely so heavily on its sports game franchises and their expensive licences.
David Cole, the president of consulting firm DFC Intelligence, believes if Battlefield 6 doesnât meet whatever metrics EA has for it, then DICE will be sold off, which could mean an end to the Battlefield series entirely.
It all depends on âhow the company feels about competing with Call Of Duty going forward and whether BF6 gains some momentum in that direction,â explains Cole.
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Call Of Duty seems too big a name to be beaten by Battlefield 6 in one fell swoop, but while Black Ops 7 (which launches a month after Battlefield 6) will probably sell more, Battlefield 6 is likely to make a lot of ground on it.
There have already been discussions that Battlefield 6 could finally prompt Activision to seriously re-evaluate Call Of Duty, after years of essentially zero competition. The fact that Black Ops 6 is getting a free trial period ahead of Battlefield 6âs launch does suggest Activision is already more than a little nervous.
However, critical acclaim and happy players may not be enough for EA. If it doesnât feel Battlefield 6 is pulling in the cash to help offset the debt, itâs more likely to deem the franchise a lost cause.
Itâd be quite a shock to see DICE ejected from EA. After all, the studioâs been a part of the company since it was bought out in 2006. Plus, it was responsible for the Star Wars Battlefront games and Mirrorâs Edge, so the already slim chances of those getting new sequels become practically zero.
DICE wouldnât be the only one affected either. Criterion Games, which is best known for the Need For Speed series, would meet the same fate. Motive Studio may be safe considering itâs still working on an Iron Man game, but thatâs not a guarantee as evidenced by what became of EAâs Black Panther title.
Being sold off does sound like a better alternative to studio closures, and Cole adds that smaller studios, like Criterion and Motive, could even be bundled with a larger studio sale.
However, that doesnât rule out layoffs and Rhys Elliot, head of market analytics at Alinea, is fully expecting EA to let go employees outside of the EA Sports department. He also thinks some employees could just quit in protest at EAâs new ownership.
As a reminder, this includes Saudi Arabiaâs Public Investment Fund, which is owned by the countryâs Prince Mohammed bin Salman, and investment firm Affinity Partners, which was founded by US president Donald Trumpâs son-in-law Jared Kushner.
Considering the many allegations of human rights violations directed at the Saudi Arabian government, and how both organisations are intrinsically connected with governments that enforce anti-LGBTQ policies, itâs reasonable to assume at least some EA employees no longer feel comfortable working for the company.
This has led to concerns that a series like Mass Effect, which features a lot of LGBTQ characters and same-sex romances, will have such elements stripped out. Although thatâs assuming the next Mass Effect even gets made, as some staff at developer BioWare are reportedly bracing themselves for further job cuts.
All the analysts believe BioWare wonât survive past the finalisation of the buyout, which is expected to happen in early 2026.
The most optimistic prediction is that BioWare and its franchises will be sold elsewhere, though itâs hard to imagine any other major publisher snapping the studio up when its last game, Dragon Age: The Veilguard, made headlines because it underperformed.
Apart from anything there are very few big publishers left that would be in a position to buy them, unless Microsoft feels theyâve got room for even more.
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It’s interesting to see how much pressure there is on game developers to perform financially. The gaming industry can be quite unpredictable, and it’s always a challenge to balance creativity with commercial success. Let’s hope Battlefield 6 finds its audience and delivers a great experience!
You’re right; the financial pressure can heavily impact creativity and innovation in game development. It’s a tough balance for studios like DICE and Criterion, as they need to deliver quality while also meeting these high expectations to stay afloat. The industry’s focus on profitability can sometimes overshadow the artistic aspects of game design.
Absolutely, it’s a tough balance for developers. When financial success becomes a priority, it can sometimes lead to safer choices rather than bold, innovative gameplay. Itâll be interesting to see how DICE and Criterion navigate this pressure while trying to deliver a standout experience.