According to Janco Partners analyst Mike Hickey, EA may just get what it’s looking for; dominance in the first-person shooter market.
Following Battlefield: Bad Company 2‘s strong performance on the UK’s all format charts since the game’s release, Hickey says Janco sees the Battlefield franchise as “a potential Modern Warfare killer”.
“We’re encouraged by the strong sales performance from emerging mega franchises like Mass Effect, Dragon Age and Battlefield, which we see as a potential Modern Warfare killer,” he said.
Another game EA is using as ammunition against Activision’s Call of Duty franchise is this year’s Medal of Honor reboot, a title that, along with Bulletstorm, Dead Space 2 and Respawn’s yet to be determined new IP, Hickey is “optimistic” about as well.
“EA has been plagued over the last several years by franchise fatigue and new IP market fragility,” he said. “Examples include Madden, NFS, Mirror’s Edge, Army of Two, Spore, which we believe they have stabilized and/or eliminated from their forward game slate.”
He added: “We remain optimistic for potential upside from games like Medal of Honor (a prior power franchise), Bulletstorm (cover of May Game Informer magazine), Dead Space 2 and the unannounced new IP (potential fiscal 2012 release) from the newly formed Respawn Entertainment studio through EA Partners.”