Workflow
Take-Two Interactive Software(TTWO)
icon
Search documents
Take-Two Q4 Beats On NBA 2K, Mobile; Analysts Flag Cautious Guidance On GTA 6 Delay
Benzinga· 2025-05-16 16:48
Core Viewpoint - Take-Two Interactive Software reported mixed fiscal fourth-quarter results, leading to a decline in share price despite some positive analyst ratings and guidance for future performance [1][2]. Financial Performance - The company declared net bookings of $1.582 billion, exceeding consensus estimates of $1.550 billion and reaching the high end of its guidance [2]. - Recurrent consumer spending grew by 14% year-on-year, contributing 77% of total net bookings [7]. - NBA 2K25 sold nearly 10 million units, reflecting a 7% year-on-year increase [6]. Analyst Ratings and Guidance - Wedbush analyst Michael Pachter maintained an Outperform rating and raised the price target from $253 to $269, noting the solid performance across various segments [2]. - Raymond James analyst Andrew Marok reiterated an Outperform rating and increased the price target from $240 to $250, highlighting strong results and positive fan reception for major titles [4]. - Benchmark analyst Mike Hickey reaffirmed a Buy rating with a price target of $250, citing broad-based performance across core franchises and mobile [6]. Future Outlook - Management guided for net bookings of $5.9 billion to $6 billion and earnings of $2.45 to $2.70 per share for fiscal 2026, which was below expectations due to the delay of Grand Theft Auto VI's launch to May 26, 2026 [3]. - Fiscal 2026 is expected to have a solid release slate, with positive responses to major titles like Mafia and Borderlands 4, which should support bookings momentum [5].
Take-Two Interactive delivers earnings beat for Q4 as GTA 6 delay weighs on outlook
Proactiveinvestors NA· 2025-05-16 13:57
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, ...
Take-Two Interactive (TTWO) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2025-05-15 22:36
Take-Two Interactive (TTWO) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.08 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.93%. A quarter ago, it was expected that this publisher of "Grand Theft Auto" and other video games would post earnings of $0.57 per share when it actually produced earnings of $0.72, delivering a surprise o ...
Take-Two CEO calls 'Grand Theft Auto VI' the 'most-anticipated entertainment property of all time'
Business Insider· 2025-05-15 22:00
The company behind "Grand Theft Auto 6" tried to spin the game's delayed release as a good thing during an earnings call on Thursday. "I believe affording Rockstar additional time for such a groundbreaking project is a worthy investment," Take-Two CEO Strauss Zelnick said.Zelnick went so far as to call the crime-filled video game the "most anticipated entertainment property of all time." Wall Street doesn't seem to be buying it, however.Rockstar Games, which produces the "Grand Theft Auto" series, announc ...
TTWO Earnings: Waiting for GTA VI
The Motley Fool· 2025-05-15 21:39
Here's our initial take on Take-Two Interactive's (TTWO 1.35%) financial report.Key MetricsMetricQ4 2024Q4 2025Changevs. ExpectationsRevenue$1.40 billion$1.58 billion+13%BeatEarnings per share($17.02)($21.08)N/AMissedNet Bookings$1.35 billion$1.58 billion+17%n/aEBITDA($19.6 million)$161 millionN/An/aTreading Water in Fiscal 2026Take-Two Interactive finished out fiscal 2025 on a strong note, with double-digit revenue and net bookings growth. Around three-quarters of net bookings came from recurrent consumer ...
Take-Two Interactive Software(TTWO) - 2025 Q4 - Earnings Call Transcript
2025-05-15 21:32
Take-Two Interactive (TTWO) Q4 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Nicole Shevins - SVP of IR & Corporate CommunicationsStrauss Zelnick - Chairman and CEOKarl Slatoff - PresidentLainie Goldstein - CFODoug Creutz - Managing DirectorChristopher Schoell - Equity Research AssociateAndrew Marok - DirectorJames Heaney - SVP - Equity Research Conference Call Participants Eric Handler - MD & Senior Research AnalystColin Sebastian - Senior Research AnalystMatthew Cost - AnalystEric Sheri ...
Take-Two Interactive Software(TTWO) - 2025 Q4 - Earnings Call Transcript
2025-05-15 21:30
Take-Two Interactive (TTWO) Q4 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Take Two Interactive Fourth Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer If you would like to ask a question during that time, simpl ...
Take-Two Interactive Software(TTWO) - 2025 Q4 - Earnings Call Presentation
2025-05-15 20:47
TAKE-TWO INTERACTIVE TAKE-TWO INTERACTIVE SOFTWARE, INC. (NASDAQ: TTWO) FOURTH QUARTER AND FISCAL 2025 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 secur ties laws and may be identified by words such as "anticipates," "beli ...
GTA VI Delay Looms Over Take-Two Earnings: Sales Beat, EPS Miss, Outlook Updated
Benzinga· 2025-05-15 20:36
Video game company Take-Two Interactive TTWO reported fourth-quarter financial results after market close Thursday.Here are the key highlights.What Happened: Take-Two announced fourth-quarter net bookings of $1.58 billion, up 17% year-over-year. The total beat a Street consensus estimate of $1.55 billion according to data from Benzinga Pro.The company reported adjusted earnings pre share or $1.08 for the quarter, missing a Street consensus estimate of $1.10 per share.Net bookings from recurrent consumer spe ...
Take-Two Interactive Software(TTWO) - 2025 Q4 - Annual Results
2025-05-15 20:09
Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: (Investor Relations) (Corporate Press) Nicole Shevins Alan Lewis Senior Vice President Vice President Investor Relations & Corporate Communications Take-Two Interactive Software, Inc. Take-Two Interactive Software, Inc. (646) 536-3005 (646) 536-2983 Nicole.Shevins@take2games.com Alan.Lewis@take2games.com Corporate Communications & Public Affairs Take-Two Interactive Software, Inc. Reports Results for Fourth Quarter and Fiscal Year 2025 $1.58 billion fourth quarter ...