Take-Two Interactive Software, Inc. Earnings Recaps
Q4 2026
May 22, 2026
Take-Two Interactive’s shares inched up 0.6% following earnings that largely met expectations, reflecting steady execution with no significant surprises in guidance or margins.
Key takeaways
- Q4 net bookings reached $1.58 billion, surpassing the high end of guidance, with fiscal 2026 net bookings totaling $6.7 billion, about $750 million above prior guidance.
- Record net bookings and recurrent consumer spending for NBA 2K; Zynga achieved its highest net bookings since acquisition.
- Grand Theft Auto series continues strong momentum, with Recurrent Consumer Spending up 5% YoY and nearly 230 million units sold-in to date for GTA V.
- Fiscal 2027 outlook anticipates record net bookings of $8.0–8.2 billion, driven primarily by the upcoming launch of Grand Theft Auto VI.
- Mobile segment displayed solid growth, with multiple titles achieving year-over-year gains up to 25%, supported by continuous content updates and live service features.
Q3 2026
Feb 4, 2026
Take-Two Interactive exceeded expectations in Q3 fiscal 2026, reporting net bookings of $1.76 billion and raising its full-year guidance to between $6.65 billion and $7 billion.
Key takeaways
- Strong performance across all labels with net bookings growth of 18% year-over-year.
- Peak’s forever franchise, TuneBlast, achieved significant milestones, surpassing $3 billion in lifetime net bookings.
- NBA 2K26 surpassed 8 million units sold, with expected record annual net bookings and spending for the franchise.
- Grand Theft Auto series delivered robust growth, with GTA Online’s recurrent spending increasing 27%.
- Direct-to-consumer initiatives and mobile offerings continue to show strong momentum, enhancing growth prospects moving forward.