Clay Griffin's questions to Take-Two Interactive Software Inc (TTWO) leadership • Q1 2026
Question
Clay Griffin from MoffettNathanson inquired about the impact of court rulings on alternative app stores and asked if the exceptional growth in NBA 2K was driven by its presence on PlayStation Plus.
Answer
CEO Strauss Zelnick commented that the legal trend towards open distribution is positive and that Take-Two is already pursuing direct-to-consumer opportunities. On the second point, President Karl Slatoff clarified that while they use subscription services strategically, there was no meaningful year-over-year change in the PlayStation Plus relationship that would account for the game's exceptional growth.