Take-Two Interactive rides a 17% bookings surge as demand for Grand Theft Auto, NBA 2K and new titles fuels its growth outlook.
Between GTA VI's delay, massive share dilution, deteriorating financial metrics, and over-reliance on declining revenue streams, TTWO faces multiple headwinds.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Take-Two's future hinges on the successful launch of GTA 6, now delayed to May 2026, which could drive massive sales and recurring revenue. Q4 results were mixed, with a major goodwill impairment impacting net income, but revenue and net bookings remain strong. Recurring revenue from GTA Online and NBA2K is robust, and GTA 6 Online is expected to generate even higher, long-term profits through microtransactions.
TTWO's fourth-quarter fiscal 2025 revenues rise, benefiting from the successful release of new titles and continued momentum in the existing titles.
Take-Two Interactive Software Inc (NASDAQ:TTWO) shares edged higher in early trade on Friday as its fiscal fourth quarter report impressed investors. Q4 revenue grew 13% year-over-year to $1.58 billion, ahead of estimates of $1.55 billion.
Take-Two Interactive Software, Inc. (NASDAQ:TTWO ) Q4 2025 Earnings Conference Call May 15, 2025 4:30 PM ET Company Participants Nicole Shevins - SPV, IR & Corporate Communications Strauss Zelnick - Chairman & CEO Karl Slatoff - President Lainie Goldstein - CFO Conference Call Participants Eric Handler - ROTH Capital Doug Creutz - TD Cowen Colin Sebastian - Baird Chris Schoell - UBS Andrew Marok - Raymond James Matthew Cost - Morgan Stanley Eric Sheridan - Goldman Sachs James Heaney - Jefferies Michael Hickey - The Benchmark Company Brian Pitz - BMO Capital Markets. Martin Yang - Oppenheimer Operator Ladies and gentlemen, thank you for standing by.
The headline numbers for Take-Two (TTWO) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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.
Take-Two's CEO said in an earnings call Thursday that the delay of "GTA 6" is a "worthy investment." The delay led to an initial 8% drop in Take-Two's stock.
Take-Two Interactive (TTWO) reported fiscal fourth-quarter revenue that topped analysts' expectations, but the gaming company's net loss and forecast disappointed.
Video game software company Take-Two Interactive (TTWO) on Thursday afternoon reported fiscal fourth-quarter 2025 financial results. A summary of its key numbers is below.