Take-Two Interactive Software, Inc. Q3 2026 Earnings Recap

TTWO Q3 2026 February 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.

Earnings Per Share Beat

$1.23 vs $0.83 est.

+47.7% surprise

Revenue Beat

1757100000 vs 1583936000 est.

+10.9% surprise

Market Reaction

1-Day -5.38%

5-Day -7.81%

30-Day -2.29%

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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit TTWO on AllInvestView.