Unfortunately for EA, most of their sports franchises have seen diminishing returns over the years. While FIFA continues to sell incredible numbers, and Madden is trending back upwards a bit, most of their their other annual releases (Tiger, NHL, NCAA) are stagnant at best or declining at worst. Probably doesn't help that they haven't released a NBA game for the past 3 years either which btw is probably one of his biggest, most overlooked, mistakes imo when you consider the company was essentially built on the backs of these titles.
Non-annual releases are another problem entirely... Fight Night has never been a huge selling franchise despite receiving a modest budget and MMA was a flop.
Retreating into a sports only company means EA looks very different. They're much smaller and much less profitable due to the costs of licensing and they become less attractive to potential investors. Almost like a blue chip stock with no growth. I don't see that as a viable option.