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Truly exclusive games are out of the question, of course. There is no way Microsoft is going to given EA enough money to cover revenue lost from not releasing PS4 versions.

Timed exclusive games are possible, though I don't see why either Microsoft or EA would go that route. It seemed like something of a failure when Microsoft did it previously. In fact, it wouldn't bother me if they pulled it again, as I enjoyed getting versions that were clearly superior. On EA's side, it would make competing games sell better on the PS4, and older ports never sell as well, so I can't imagine how it would help their franchises grow. They wouldn't just lose revenue, they'd lose market share and franchise value.

It will almost certainly be timed exclusive map packs and maybe DLC. Anything beyond that seems like it would be a bad business move.