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    Douglas Creutz • TD Cowen

    Douglas Creutz's questions to Take-Two Interactive Software Inc (TTWO) leadership

    Douglas Creutz's questions to Take-Two Interactive Software Inc (TTWO) leadership • Q4 2025

    Question

    Douglas Creutz asked if any structural changes in the business or industry would prevent Take-Two from reaching its previous peak operating margins of low-to-mid 20% once the current pipeline, including GTA VI, comes to fruition.

    Answer

    CFO Lainie Goldstein responded that there is no reason the company cannot reach those margins again. She noted that the business is being built to achieve those levels through cost reduction programs and increased efficiency to offset higher development costs as the company scales.

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

    Question

    Douglas Creutz inquired about the realization of revenue synergies from the Zynga acquisition, particularly regarding the strategy of bringing Take-Two's core intellectual property to the mobile platform.

    Answer

    CEO Strauss Zelnick clarified that while they are working on unannounced mobile projects based on core IP, the most significant synergy realized to date has been the creation of a direct-to-consumer business within mobile. He emphasized that historically, the biggest mobile hits are native to the platform, not ports of console games.

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

    Question

    Douglas Creutz asked for an update on the fiscal 2025 software lineup, specifically questioning if the three core titles without announced dates are still planned for the year and the potential impact on financial guidance.

    Answer

    Chief Financial Officer Lainie Goldstein responded that the company's labels will announce title details when appropriate. She clarified that Take-Two does not update its release schedule unless there is a material financial reason to do so.

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    Douglas Creutz's questions to Playtika Holding Corp (PLTK) leadership

    Douglas Creutz's questions to Playtika Holding Corp (PLTK) leadership • Q1 2025

    Question

    Douglas Creutz of TD Cowen questioned how Playtika plans to balance increased marketing investment for the promising new title, Disney Solitaire, with the company's guidance for sequentially declining marketing expenses throughout the year.

    Answer

    Craig Abrahams, President and Chief Financial Officer, responded that while the company is excited about the new franchise, the first quarter typically sees the highest marketing spend. He emphasized that Playtika has a large portfolio and will continue to allocate capital towards games with the best return on investment, implying a strategic reallocation rather than a net increase in overall spend.

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    Douglas Creutz's questions to Electronic Arts Inc (EA) leadership

    Douglas Creutz's questions to Electronic Arts Inc (EA) leadership • Q4 2025

    Question

    Douglas Creutz asked for perspective on the American Football franchise's outlook for the upcoming fiscal year, particularly considering the tough comparison created by the significant pent-up demand for College Football 25's launch.

    Answer

    CEO Andrew Wilson stated that the overall growth of American football as a sport provides a natural multiplier for the franchise. He outlined a strategy to build a unified digital fan platform by deepening the integration between Madden and College Football. CFO Stuart Canfield added that the guidance is prudent, acknowledging the tough comp, especially in Q2, but the long-term expectation remains for continued growth from the franchise.

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    Douglas Creutz's questions to Electronic Arts Inc (EA) leadership • Q3 2025

    Question

    Douglas Creutz of TD Cowen asked for a progress update on Apex Legends, questioning what initiatives have worked to get the franchise back to its desired trajectory.

    Answer

    CEO Andrew Wilson acknowledged the franchise's trajectory has not met expectations. He outlined a three-part strategy: 1) continued support for the core community, 2) a significant game update planned for after the Battlefield launch, and 3) a longer-term vision for a more substantial "Apex 2.0." CFO Stuart Canfield noted Q3 performance was in line with expectations, with some sequential improvement in player conversion.

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    Douglas Creutz's questions to Electronic Arts Inc (EA) leadership • Q2 2025

    Question

    Douglas Creutz asked about the specific actions EA and its leadership took to reposition the BioWare studio for success with Dragon Age: The Veilguard after a challenging decade, and what this implies for BioWare's future.

    Answer

    CEO Andrew Wilson explained that a key shift was refocusing BioWare on its core strengths—rich worlds, nuanced characters, and compelling storytelling—following the studio's attempt at a different genre with Anthem. He stated that giving the studio the time and mandate to return to what makes it a fan-favorite brand was crucial for delivering a high-quality title like Veilguard, signaling a return to its roots for the studio's future.

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    Douglas Creutz's questions to Corsair Gaming Inc (CRSR) leadership

    Douglas Creutz's questions to Corsair Gaming Inc (CRSR) leadership • Q4 2024

    Question

    Douglas Creutz asked if Corsair is relatively better or worse positioned than competitors regarding the newly announced tariffs and whether this situation could present a competitive advantage.

    Answer

    CEO Andy Paul stated that the impact is segment-specific, but Corsair is in good shape, highlighting its memory production in Taiwan as a past advantage. President and COO Thi La added that the company has been mitigating China-related tariff impacts for years and feels comfortable with its current guidance, noting a lack of exposure to potential new tariffs on production in Mexico or Canada.

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