The earnings call was predominantly positive, with significant achievements and growth in core franchises and mobile performance. While there are concerns about potential deceleration in mobile growth and slightly higher operating expenses, the company's raised outlook and strong pipeline suggest continued optimism.

Company Guidance -

Q2 2026

In the first quarter of fiscal year 2026, Take-Two Interactive Software reported net bookings exceeding $1.4 billion, surpassing their expectations, driven by strong performances in their Mobile titles and successful franchises like NBA 2K and the Grand Theft Auto series. The company raised its net bookings outlook for fiscal 2026 to a range of $6.05 billion to $6.15 billion. Recurrent consumer spending grew 17%, making up 83% of net bookings, with notable growth in NBA 2K by nearly 50% and Mobile by low teens. The guidance anticipates an 8% growth over fiscal 2025, with the largest contributors expected to include NBA 2K, Grand Theft Auto, and Toon Blast. Operating expenses for the quarter were projected to range from $1.02 billion to $1.03 billion, with a recurrent consumer spending increase of approximately 1%. The company remains optimistic about delivering record levels of net bookings in fiscal 2027, aiming for enhanced profitability.

Exceeding Net Bookings Expectations

Net bookings for the first quarter exceeded $1.4 billion, surpassing the high end of expectations. Fiscal 2026 net bookings outlook raised to $6.05 billion to $6.15 billion.

Strong Mobile Performance

Mobile titles such as Toon Blast grew 22% year-over-year and 75% over two years. Match Factory! grew 33% over last year, and Color Block Jam became the highest-grossing title in Rollic's history.

Grand Theft Auto Series Success

Grand Theft Auto V sold over 215 million units worldwide, and new player accounts for GTA Online grew over 50% year-over-year.

NBA 2K25 Success

NBA 2K25 sold over 11.5 million units, with engagement growing significantly year-over-year. Recurrent consumer spending grew 48%.

Positive Outlook and Upcoming Releases

Excitement for upcoming launches, including Mafia: The Old Country, NBA 2K26, and Borderlands 4. Raised full fiscal year net bookings outlook.

Take-Two (TTWO) Earnings, Revenues Date & History

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TTWO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2026 (Q2)	0.94 / -	0.657	―	―	―
Aug 07, 2025	2026 (Q1)	0.28 / 0.61	0.048	1166.67% (+0.56)
May 15, 2025	2025 (Q4)	1.10 / 1.07	0.275	290.91% (+0.80)
Feb 06, 2025	2025 (Q3)	0.58 / 0.72	0.706	2.55% (+0.02)
Nov 06, 2024	2025 (Q2)	0.41 / 0.66	1.217	-46.01% (-0.56)
Aug 08, 2024	2025 (Q1)	0.03 / 0.05	0.269	-82.16% (-0.22)
May 16, 2024	2024 (Q4)	0.09 / 0.28	0.589	-53.31% (-0.31)
Feb 08, 2024	2024 (Q3)	0.72 / 0.71	0.856	-17.52% (-0.15)
Nov 08, 2023	2024 (Q2)	1.03 / 1.22	1.303	-6.60% (-0.09)
Aug 08, 2023	2024 (Q1)	0.34 / 0.27	0.712	-62.22% (-0.44)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TTWO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$226.49	$217.37	-4.03%
May 15, 2025	$232.34	$226.74	-2.41%
Feb 06, 2025	$183.08	$208.77	+14.03%
Nov 06, 2024	$166.62	$179.17	+7.53%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.