Accessories - Year-to-date spending on Remote Play Devices has fallen by 9% compared to a year ago. The attach rate of PlayStation Portal to PlayStation 5 hardware has now exceeded 5%.

A lot of people are (understandably) focused on the Saudi Arabia and Kushner part of this, but the far bigger immediate impact will come from the new private EA being on the hook for $20 billion in debt. That could mean mass layoffs, more aggressive monetization, and other big cost-cutting measures