TAKE-TWO INTERACTIVE SOFTWARE, INC. (NASDAQ: TTWO) THIRD QUARTER FISCAL 2026 RESULTS & GUIDANCE SUMMARY CAUTIONARY NOTE: FORWARD LOOKING STATEMENTS The statements contained herein, which are not historical facts, including statements relating to Take-Two Interactive Software, Inc.'s ("Take-Two," the "Company," "we," "us," or similar pronouns) outlook, are considered forward-looking statements under federal securities laws and may be identified by words such as "anticipates," "believes," "estimates," "expect ...

Take-Two Interactive raised its annual bookings forecast on Tuesday, betting on strong sales of its premium sports, action and mobile titles as it gears up to launch the highly-awaited "Grand Theft Au... ...

【提醒：日内请重点关注（以下均为北京时间）】① 时间待定 天津"脑机接口开发者大会"； ② 11:30 澳洲联储公布政策利率； ③ 12:30 澳洲联储主席布洛克召开货币政策新闻发布会； ④ 15:45 法国1月CPI初值； ⑤ 美股盘前 Merck、辉瑞制药、PayPal等发布业绩报告； ⑥ 21:00 美国里士满联储主席Barkin谈论美国经济； ⑦ 时间待定 《华尔街日报》Invest Live活动，美联储官员出席； ⑧ 22:40 美联储理事鲍曼讲话； ⑨ 美股盘后 AMD发布业绩报告，超微电脑、墨式烤肉（Chipotle Mexican Grill Inc.）、艺电、Take-Two Interactive Software等也将发布业绩报告； ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

谷歌Project Genie一推出，Take-Two、Roblox、Unity等游戏巨头市值集体跳水，这个被资本视为「游戏终结者」的AI，真的做好改写游戏史的准备了 吗？ 一夜之间，谷歌AI让游戏巨头市值蒸发上百亿美元！ 1月29日，谷歌发布Project Genie（基于Genie 3世界模型）。 「劈柴哥」（谷歌CEO（Sundar Pichai）试玩后自家产品后，极力推荐：「感觉超乎想象」，并表示现已向美国Ultra订阅用户推出。 上线还不到24小时，人们已经开始利用Project Genie创作各种疯狂作品了。 「氛围游戏」的时代正式开启！ 受Project Genie影响，游戏圈行业巨头股价便迎来了一场集体跳水： 三家公司在一个交易日市值合计缩水约195亿美元！ 华尔街慌了。 以前砸几亿做游戏，现在一句话就能造世界，Unity、Roblox的护城河剩多少？Roblox的社区还怎么活？ 与资本市场恐慌形成鲜明对比的，是一部分游戏开发者、玩家们的理性态度，他们认为市场有点过度反应、技术远未成熟。 Take-Two下跌7.93%，Roblox暴跌13.17%，而曾经的游戏引擎霸主Unity更是惨烈地下跌 ...

2026 年刚一个月，AI 给各行各业带来的冲击感觉在加速。前两天，Google DeepMind 悄悄向订阅用户开放了一个实验性项目：Project Genie。没有盛 大发布会，没有营销轰炸，甚至连一个完整的产品形态都算不上。 但资本市场的反应却异常激烈，1 月 30 日（周五），美股游戏板块集体跳水： 这不是情绪化抛售，而是一次罕见的"范式级恐慌"。因为市场突然意识到：游戏行业赖以生存的底层假设，可能正在失效。 Project Genie 并不是 Sora 的"游戏版" ，DeepMind 对它的定义是：生成式世界模型（Generative World Model）。它做的不是生成一段视频，而是直 接生成一个可交互的世界。 你输入一句话，或者画一张草图，几秒钟后就能得到：一个 3D 空间，可以行走、跳跃、碰撞，画面不是预录的，而是实时响应你的操作。 更重要的是：它不依赖 Unity 或 Unreal 这样的传统游戏引擎。 最核心的突破：不再"跑引擎"，而是"预测世界" 传统游戏的逻辑是：代码 + 引擎 + 资产 + 物理系统 → 世界 而 Genie 的逻辑是：看过足够多世界的视频 → 学会世界如何运转 ...

Genie3真的利空游戏吗？ ①Genie3定义了一种新的可交互内容，但是很难称之为游戏。 由于技术限制，过往游戏基本是唯一的可交互式内容；而Genie3能做到的事情是让用户"走进图片（step into a picture)"，创造了一种可交互式内容的新形式，而非做游戏。 游戏核心要素是可玩性，通过一系列玩法机制，让用户产生多巴胺；一个成功的商业游戏，还要搭配社区运营、 活动运营、商业化体系搭建等多个环节，是一个系统化的工程。 30日晚谷歌公测世界模型Genie3，用户可以通过图片上传（可选）+提示词输入，创造环境并控制角色自由活 动。 周五晚美股游戏产业链大跌，Unity（引擎+广告）-24%，Roblox（UGC平台）-13%，Take-Two（研发商）-8%，市 场交易AI颠覆游戏产业链的叙事。 观点：开拓了一种新的可交互内容范式，但无法颠 Genie3真的利空游戏吗？ 30日晚谷歌公测世界模型Genie3，用户可以通过图片上传（可选）+提示词输入，创造环境并控制角色自由活 动。 周五晚美股游戏产业链大跌，Unity（引擎+广告）-24%，Roblox（UGC平台）-13%，Take-Two（研发商） ...

Core Viewpoint - Unity Software Inc and Take-Two Interactive Software, Inc shares dropped significantly following the announcement of Alphabet Inc's experimental world-building technology, Project Genie [1][5]. Group 1: Technology Overview - Google announced Project Genie, an experimental research prototype that allows users to create and explore interactive worlds using text prompts and images [2]. - The technology features three main capabilities: world sketching, world exploration, and world remixing, generating environments in real time based on user interactions [3]. - Project Genie integrates with Nano Banana Pro for world previewing and allows users to define character perspectives from first to third person [4]. Group 2: Market Reaction - The announcement raised concerns about potential disruptions to traditional game development platforms and publishers, particularly affecting companies like Unity and Take-Two, which are heavily involved in creating and publishing interactive content [5].

智通财经APP获悉，周五美股游戏类股票全线重挫，起因是科技巨头谷歌宣布推出名为"Project Genie"的实验性人工智能（AI）原型。该工具能够根据简单的文字提示或上传的图片生成可交互的虚拟 世界，这引发了市场对游戏开发行业可能被颠覆的担忧。 截至周五收盘，多家知名游戏公司股价大幅下挫。游戏引擎开发商Unity Software（U.US）股价暴跌超 24%，用户生成内容平台（UGC）Roblox（RBLX.US）下滑约13%，而《侠盗猎车手》发行商Take-Two 互动软件（TTWO.US）也下跌近8%。此外，包括韩国的乐线娱乐（NEXOY.US）、波兰CD Projekt （OTGLY.US）、法国育碧（UBSFY.US）以及日本任天堂（NTDOY.US）和科乐美（KONMY.US）在 内的多家国际游戏公司股价均受波及。 谷歌在官方博客中介绍，"Project Genie"允许用户通过描述场景、主角和视角来生成虚拟世界，并能实 时模拟物理和交互。该原型已面向美国地区的AI Ultra订阅用户开放。分析普遍认为，这项技术可能改 变过去十多年的游戏开发模式，迫使开发者适应快速演进的技术浪潮。 当前，大多数 ...

Core Viewpoint - The announcement of Google's "Project Genie," an AI prototype capable of generating interactive virtual worlds, has led to significant declines in the stock prices of major gaming companies, raising concerns about potential disruptions in the gaming development industry [1][3]. Group 1: Market Reaction - Major gaming companies experienced substantial stock price drops, with Unity Software falling over 24%, Roblox down approximately 13%, and Take-Two Interactive decreasing nearly 8% [3]. - International gaming companies, including Nexon, CD Projekt, Ubisoft, Nintendo, and Konami, also saw their stock prices affected by the news [3]. Group 2: Project Genie Overview - "Project Genie" allows users to create virtual worlds by describing scenes, characters, and perspectives, and it simulates physics and interactions in real-time [3]. - The prototype is currently available to AI Ultra subscription users in the U.S. and is seen as a potential game-changer for the gaming development model [3]. Group 3: Industry Implications - Concerns exist that if AI can significantly simplify world-building, it may impact the demand for professional game engines like Unreal Engine and Unity Engine [4]. - Platforms like Roblox, which rely on user-generated content, may lose their appeal if users can easily create worlds using AI [4]. - Project Genie could shorten development cycles and reduce costs, as some AAA games currently take five to seven years and cost hundreds of millions to produce [4]. Group 4: Analyst Perspectives - Analysts from Wells Fargo maintain that the introduction of AI tools will accelerate game development, which is a long-term positive for the industry [5]. - Unity's CEO believes that advancements in "world models" will serve as a powerful accelerator for video game creation rather than a threat [5]. - The application of AI in game development is becoming a trend, with nearly 90% of game developers reportedly using AI tools in their work [5].