Massive layoffs (15-20%) looming over EA
gaming.icrontic.com
gaming.icrontic.com
I've heard that EA Canada is only losing about 3% of their people, and that other large offices are being similarly lightly hit; so this sounds to me more like EA deciding that now is a good time to get rid of some underperforming employees and several inherited offices rather than any sort of major internal shake-up.
Perhaps it is sampling error, but the companies that have downsized that I've known people at have largely said this same thing. There was some financial pain, and economically forced separations mixed in, but for the most part the recession seems to have provided a good political scapegoat to prune net-negative employees without the stigma or guilt of firing someone.