Take-Two Interactive (TTWO) Earnings Call Presentation

Company Overview - Take-Two Interactive is a leading multi-platform developer, publisher, and marketer of interactive entertainment[7] - The company's strategy is to create hit entertainment experiences delivered on every platform relevant to its audience[9] - The company has significantly expanded its development staff headcount to support its pipeline[24] - As of March 31, 2025, the company's development studio staff headcount is 10,099[26] Market Opportunity - The global video game market is projected to reach $210 billion in 2025[29] - The interactive entertainment market is estimated to reach $95 billion in 2025[31] - There were nearly 136 billion new app downloads in 2024[31] Key Franchises - The Grand Theft Auto franchise has sold-in nearly 450 million units[43] - Grand Theft Auto V has sold-in over 215 million units to date[43] - The Red Dead Redemption series has sold-in over 100 million units worldwide[47] - The NBA 2K franchise has sold-in over 160 million units worldwide[58] Financial Performance - Net bookings are diversified across various platforms, with mobile accounting for 51%, console for 38%, and PC and other for 11% of FY2025 net bookings[128] - FY2025 net bookings is $5,648 million[128]