The short analysis is this. Look at EA's profit margins over the last 5 years (including this year, which won't be in that report):
FY 04: $511 million R&D costs, $577 million profit.
FY 05: $633 million R&D costs, $504 million profit.
FY 06: $758 million R&D costs, $236 million profit.
FY 07: $1041 million R&D costs, $76 million profit.
FY 08: $1238 million R&D costs, $487 million loss.
That's a fairly steady line with a fairly obvious conclusion.