Earnings summaries and quarterly performance for TAKE TWO INTERACTIVE SOFTWARE.
Executive leadership at TAKE TWO INTERACTIVE SOFTWARE.
Board of directors at TAKE TWO INTERACTIVE SOFTWARE.
Research analysts who have asked questions during TAKE TWO INTERACTIVE SOFTWARE earnings calls.
Andrew Marok
Raymond James Financial
6 questions for TTWO
Also covers: BMBL, DSP, DV +10 more
Christopher Schoell
UBS
6 questions for TTWO
Also covers: ASTS, CCOI, EA +2 more
Douglas Creutz
TD Cowen
6 questions for TTWO
Also covers: CRSR, EA, PLTK +1 more
Eric Handler
Roth Capital Partners, LLC
6 questions for TTWO
Also covers: BOWL, CNK, DDI +10 more
Colin Sebastian
Baird
4 questions for TTWO
Also covers: ABNB, AMZN, CART +9 more
Martin Yang
Oppenheimer & Co. Inc.
4 questions for TTWO
Also covers: AMBA, APP, CEVA +12 more
Matthew Cost
Morgan Stanley
4 questions for TTWO
Also covers: APP, COMP, CTV +8 more
Michael Hickey
The Benchmark Company, LLC
4 questions for TTWO
Also covers: CNK, EA, GAMB +8 more
Clay Griffin
MoffettNathanson LLC
3 questions for TTWO
Ed Alter
Jefferies
3 questions for TTWO
Also covers: OB
Alec Brondolo
Wells Fargo
2 questions for TTWO
Also covers: APP, COMP, CRTO +5 more
Clayton Griffin
MoffettNathanson
2 questions for TTWO
Also covers: EA
Cory Carpenter
JPMorgan Chase & Co.
2 questions for TTWO
Also covers: ANGI, APP, BMBL +16 more
Eric Sheridan
Goldman Sachs
2 questions for TTWO
Also covers: ABNB, ACVA, AMZN +42 more
James Heaney
Jefferies
2 questions for TTWO
Also covers: APP, EA, IAC +9 more
Mike Hickey
The Benchmark Company LLC
2 questions for TTWO
Also covers: CNK, EA, GAMB +8 more
Arthur Chu
Bank of America
1 question for TTWO
Also covers: APPS, CDLX, DT +1 more
Benjamin Soff
Deutsche Bank
1 question for TTWO
Also covers: LYV, NXST, NYT +1 more
Brian Pitz
BMO Capital Markets
1 question for TTWO
Also covers: CRTO, DKNG, DV +3 more
Jason Bazinet
Citigroup
1 question for TTWO
Also covers: APP, CTV, FWONK +18 more
Omar Dessouky
Bank of America
1 question for TTWO
Also covers: APP, DV, IAS +3 more
Recent press releases and 8-K filings for TTWO.
Take-Two raises FY26 guidance but shares fall on GTA VI delay
TTWO
Guidance Update
Earnings
Product Launch
- GTA VI release pushed to November 19, 2026, triggering a ~10% intraday share drop.
- Q2 beat estimates with adjusted EPS of $1.46 and revenue of $1.96 billion.
- FY26 guidance lifted to $3.05–$3.30 adj EPS (from $2.60–$2.85) and $6.4–$6.5 billion net bookings (from $6.05–$6.15 billion).
- Q3 outlook calls for a loss of $0.49–$0.35 per share and revenue of $1.57–$1.62 billion, above consensus of ~$1.50 billion.
Nov 7, 2025, 2:20 PM
Take-Two delays GTA VI to November 2026
TTWO
Product Launch
Layoffs
- Take-Two postponed Grand Theft Auto VI to November 19, 2026, marking its second delay to ensure the game meets expected polish standards.
- Approximately 30–40 staff were fired in the UK and Canada amid union-busting and leak allegations, prompting protests at Rockstar North’s Edinburgh office.
- In its Q2 report, Take-Two highlighted strong uptake for NBA 2K26 and a favorable reception for Borderlands 4.
- Grand Theft Auto V has sold about 220 million units, while GTA Online membership grew by over 20% year-over-year.
Nov 7, 2025, 12:03 PM
Take-Two Interactive reports Q2 2026 results
TTWO
Earnings
Guidance Update
Product Launch
- Delivered Q2 net bookings of $1.96 B, surpassing guidance of $1.7–1.75 B, and raised FY 2026 net bookings outlook to $6.4–6.5 B.
- Recurrent consumer spending grew 20%, accounting for 73% of net bookings; driven by NBA 2K (+45%) and mobile titles, while GTA Online declined.
- GAAP net revenue was $1.77 B (+31%), cost of revenue $793 M (+27%), and operating expenses $1.1 B (+5%).
- FY 2026 guidance updated: GAAP net revenue $6.38–6.48 B, cost of revenue $2.66–2.69 B, and total operating expenses $3.98–4.00 B.
- Grand Theft Auto VI launch moved to November 19, 2026, with no change to GTA Online support cadence.
Nov 6, 2025, 9:30 PM
Take-Two Interactive reports Q2 2026 results
TTWO
Earnings
Guidance Update
Product Launch
- Net bookings of $1.96 billion in Q2, the best second quarter on record, and raised fiscal 2026 net bookings guidance to $6.4–6.5 billion.
- Grand Theft Auto VI release delayed to November 19, 2026; GTA V has sold 220 million units and GTA Plus subscriptions grew 20% YoY.
- Mobile segment saw strong growth: Toon Blast net bookings +26% YoY, Match Factory +20%, Rollic achieved record net bookings with 3.8 billion lifetime downloads, and CSR reached $1 billion in lifetime in-game spending.
Nov 6, 2025, 9:30 PM
Take-Two reports Q2 FY2026 results
TTWO
Earnings
Guidance Update
- Q2 GAAP net revenue of $1,774 million beat guidance of $1,650–$1,700 million; GAAP net loss was $134 million (EPS $(0.73)) versus guidance of $(136)–$(110) million (EPS $(0.75)–$(0.60)).
- Q2 net bookings reached $1.961 billion, above guidance of $1.700–$1.750 billion, with Recurrent Consumer Spending up 20% YoY driven by NBA 2K26 and Mafia: The Old Country.
- FY 2026 guidance raised: GAAP net revenue to $6.38–$6.48 billion, net bookings to $6.4–$6.5 billion, RCS growth to 11%, and operating cash flow of ~$250 million.
- Q3 FY 2026 outlook: GAAP net revenue of $1.57–$1.62 billion, GAAP net loss of $(90)–$(65) million (EPS $(0.49)–$(0.35)), net bookings of $1.55–$1.60 billion, and RCS growth of 8%.
Nov 6, 2025, 9:30 PM
Take-Two reports Q2 2026 earnings results
TTWO
Earnings
Guidance Update
Product Launch
- Record Q2 net bookings of $1.96 B vs. guidance $1.70–$1.75 B; GAAP net revenue +31% to $1.77 B, cost of revenue +27% to $793 M, and operating expenses +5% to $1.1 B.
- Raised FY26 net bookings outlook to $6.4–$6.5 B (14% growth at midpoint); Q3 net bookings expected at $1.55–$1.60 B, GAAP net revenue $1.57–$1.62 B, and operating expenses $980–$990 M.
- Major launches included Mafia: The Old Country, NBA 2K26 (sold >5 M units with 45% recurrent spending growth), and Borderlands 4; mobile titles Toon Blast +26% and Match Factory +20% net bookings; GTA V unit sales reached 220 M with GTA Plus membership +20% Y/Y.
- Pipeline highlights: WWE 2K26 to launch in Q4 FY26 and Grand Theft Auto VI slated for November 19, 2026, alongside titles such as CSR 3, The Next BioShock, Project Ethos, and Judas.
- Operating cash flow guidance raised to $250 M, capex expected around $180 M, and management‐basis operating expenses projected to grow ~9% Y/Y.
Nov 6, 2025, 9:30 PM
Take-Two reports Q2 FY2026 results and raises full-year outlook
TTWO
Earnings
Guidance Update
Product Launch
- Take-Two’s fiscal Q2 Net Bookings grew 33% to $1.96 billion, surpassing guidance, driven by strong live services and recurrent consumer spending.
- GAAP net revenue increased to $1.77 billion, while net loss narrowed to $133.9 million (-$0.73/share) versus a loss of $365.5 million (-$2.08/share) a year ago.
- The Company raised its FY2026 Net Bookings forecast to $6.4–$6.5 billion, marking the second upward revision this year.
- Rockstar Games’ Grand Theft Auto VI is now scheduled for release on November 19, 2026, setting the stage for further growth in fiscal 2027.
Nov 6, 2025, 9:13 PM
Take-Two reports Q2 FY26 results and raises guidance
TTWO
Earnings
Guidance Update
Product Launch
- Net Bookings of $1.96 B in Q2 FY26, up 33% year-over-year
- GAAP net revenue of $1.77 B and net loss of $133.9 M (−$0.73 per share), vs. a $365.5 M loss (−$2.08 per share) in Q2 FY25
- Raised FY26 Net Bookings outlook to $6.4–6.5 B
- Grand Theft Auto VI launch scheduled for November 19, 2026
Nov 6, 2025, 9:05 PM
Take-Two unveils new NBA 2K League
TTWO
Product Launch
- Take-Two and the NBA launch NBA Take-Two Media’s new immersive NBA 2K League (2KL), combining competitive gaming with original content and live events.
- NBAT2 secures a multi-year partnership with the NBPA to feature NBA players alongside creators across six teams, led by Honorary Commissioner Jesser.
- The inaugural season kicks off with the MyPLAYER Mayhem reality series on Nov. 5 and opens fan sign-ups for the Next Fan Up ladder competition on Nov. 16.
Nov 3, 2025, 4:00 PM
Take-Two announces Borderlands 4 launch
TTWO
Product Launch
- 2K and Gearbox Software released Borderlands 4 worldwide on PS5, Xbox Series X|S, and PC; Nintendo Switch version arrives October 3, 2025
- Title features four new Vault Hunters, billions of weapons, seamless zone traversal, new traversal mechanics, and instanced loot with dynamic co-op for up to four players
- Available in three editions: Standard ($69.99), Deluxe ($99.99), and Super Deluxe ($129.99), each offering tiered digital content
- Post-launch support includes a roadmap of free and paid DLC packs, with details forthcoming on www.borderlands.com
Sep 12, 2025, 1:00 PM
Quarterly earnings call transcripts for TAKE TWO INTERACTIVE SOFTWARE.
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