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    Clayton Griffin • MoffettNathanson

    Clayton Griffin's questions to Take-Two Interactive Software Inc (TTWO) leadership

    Clayton Griffin's questions to Take-Two Interactive Software Inc (TTWO) leadership • Q3 2025

    Question

    Clayton Griffin asked for Take-Two's view on the Roblox platform and whether small gameplay changes in live services like NBA 2K are now having outsized impacts on results, potentially reducing intra-quarter visibility.

    Answer

    CEO Strauss Zelnick characterized Roblox as a competitor rather than a platform, making it an unlikely destination for Take-Two content. President Karl Slatoff and Zelnick both asserted that their focus is on overall engagement and quality, not minor tweaks, and that they do not feel they are losing visibility into their live services performance.

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    Clayton Griffin's questions to Take-Two Interactive Software Inc (TTWO) leadership • Q2 2025

    Question

    Clayton Griffin asked if the technical bifurcation of the Xbox platform (Series S vs. Series X) poses a challenge for future ambitious titles and inquired about the development of third-party Android app stores.

    Answer

    CEO Strauss Zelnick expressed no concern, stating their labels are adept at supporting platforms with different tech specs and highlighted the growing importance of PC. He added that more third-party app stores would be 'good news' and that he believes distribution take rates will decline over time.

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    Clayton Griffin's questions to Electronic Arts Inc (EA) leadership

    Clayton Griffin's questions to Electronic Arts Inc (EA) leadership • Q3 2025

    Question

    Clayton Griffin of MoffettNathanson asked about the role of the 'Rush' mode in EA Sports FC's engagement trends and questioned if server performance issues were a contributing factor to the quarter's softness.

    Answer

    CEO Andrew Wilson clarified that Rush is the second most-played mode and is considered a net positive for the franchise's long-term advancement. He dismissed theories of server issues being a significant factor, stating that their data shows the game is "incredibly stable," and any issues are within the normal course of business with low player impact.

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