Ed Alter's questions to Take-Two Interactive Software Inc (TTWO) leadership • Q2 2025
Question
Ed Alter asked how the significantly better reviews for NBA 2K25 translate to sales and recurrent consumer spending, given that unit sales appeared flat. He also inquired about the revenue mix in hypercasual games.
Answer
President Karl Slatoff responded that higher review scores reflect stronger engagement, which is driving double-digit growth in revenue per user. He attributed flat unit sales to the ongoing console transition. For hypercasual, he noted the revenue mix now includes both advertising and significant in-app purchases.