I think this could have a huge impact on EA right ? I think its pretty clear what has kept them profitable for the last decade was FIFA and it's microtransactions. Not the failed project that was Anthem, not countless cancelled games like Star Wars ragtag or that open world game from Motive, not Dragon Age which was rebooted a 3rd time and at this point it will probably be a decade since the last one (crazy to think about it, and it was actually pretty profitable for them, AAA gaming is nuts now).
Yes sometimes you have a huge success like Jedi Fallen Order, but lets be honest, thats not what keeps a behemoth of a publisher afloat.
I really think this could have a huge impact on them if suddenly others are able to make FIFA games. I only hope the next Mass Effect is safe, which I do believe by multiple reasons and where the industry is heading that it might be the last one I get from my favorite francise.