"This suggestion was derided by EA execs at the time -- they literally couldn't imagine going to Wall Street with a message of increased profitability rather than top-line revenue growth. They wanted to make the transition to digital while continuing to grow the packaged goods business." Great Mitch Lasky post on the problems facing EA - and, indeed, almost every big games company out there. Though it stems from their announcement that they missed their targets last year (again), really, it's about the changing shape of the games industry.