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    Clay Griffin

    Senior Research Analyst at MoffettNathanson LLC

    Clay Griffin is a Senior Research Analyst at MoffettNathanson LLC, specializing in equity research across cable, satellite, video games, IT hardware, and media sectors. He covers major companies such as Roblox, Take-Two Interactive Software, Electronic Arts, Frontier Communications, and Crown Castle, with recent actionable calls including downgrades and upgrades that reflect a dynamic and active coverage list; performance tracking on platforms like MarketBeat shows ongoing recommendations and price target changes. Griffin began his career in finance with roles at Acquivest Financial Group and Centric Consulting, joining MoffettNathanson in June 2021 after previous experience at firms such as ZBiotics and Marks and Spencer. He holds the Chartered Financial Analyst (CFA) designation and is recognized for insightful, sector-focused analysis impacting investor decisions within the technology, media, and telecommunications space.

    Clay Griffin's questions to TAKE TWO INTERACTIVE SOFTWARE (TTWO) leadership

    Clay Griffin's questions to TAKE TWO INTERACTIVE SOFTWARE (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.

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