Take-Two Interactive Software(US:TTWO) ZACKS·2025-08-04 14:20Core Viewpoint - Wall Street analysts predict that Take-Two Interactive (TTWO) will report quarterly earnings of $0.26 per share, reflecting a significant year-over-year increase of 420%, with revenues expected to reach $1.28 billion, marking a 5.4% increase compared to the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has remained stable over the last 30 days, indicating that analysts have not changed their initial projections during this period [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Metrics - Analysts estimate 'Net Revenue- Advertising' to be $107.95 million, which represents a decrease of 11.2% from the prior-year quarter [5]. - The 'Net Revenue- Game' is projected to be $1.28 billion, indicating a year-over-year increase of 5.2% [5]. - Total net bookings are expected to reach $1.27 billion, up from $1.22 billion reported in the same quarter last year [5]. Bookings by Platform and Channel - 'Net bookings by platform - Mobile' are estimated at $709.16 million, down from $722.50 million a year ago [6]. - 'Net bookings by distribution channel - Physical retail and other' are projected to be $50.06 million, compared to $30.80 million reported in the same quarter last year [6]. - 'Net bookings by distribution channel - Digital online' are expected to reach $1.20 billion, slightly up from $1.19 billion reported in the same quarter last year [7]. Stock Performance - Over the past month, Take-Two shares have declined by 8.1%, while the Zacks S&P 500 composite has increased by 0.6%. Based on its Zacks Rank 3 (Hold), TTWO is expected to perform in line with the overall market in the near term [7].