Electronic Arts (EA) has a chance of outperforming the S&P 500 (SPY) over the long term as a result of their above average growth for most years. The company's shift to a subscription-based business model provides a good pathway for long-term growth. Subscriptions can grow and be scaled up on a global basis.

Subscription Business Model for Growth

Electronic Arts offers a game subscription plan known as EA Access for as low as $4.99 per month. There are also higher tiers which give subscribers access to more content. The subscription model with a low price point can entice gamers and potentially give EA some Netflix (NFLX) - style growth. I'm not implying that EA will experience the same growth that Netflix did over the years. However, there is a good potential for EA to grow at a strong pace under this business model.

READ ENTIRE ARTICLE: https://seekingalpha.com/article/4317026-electronic-arts-subscriptions-new-technology-to-drive-long-term-growth