The earnings call highlighted strong performance in key segments such as NBA 2K and the promising outlook with upcoming major game releases. However, concerns were raised regarding challenges in the mobile market and the impact of shifting operating expenses. Overall, the sentiment is positive due to the anticipated releases and strong position in core gaming franchises.

Company Guidance

During the Take-Two Interactive Software, Inc. third quarter fiscal year 2025 earnings call, the company highlighted several key metrics and forward-looking guidance. The company reported net bookings of $1.37 billion, within their guidance range of $1.35 to $1.4 billion, driven by strong performance in the NBA 2K franchise, which saw over 7 million units sold and a 30% increase in recurrent consumer spending. For fiscal 2025, the company reaffirmed their net bookings guidance of $5.55 to $5.65 billion, projecting a 5% growth over the previous year. NBA 2K, Grand Theft Auto series, and several mobile titles are anticipated to be the largest contributors. Recurrent consumer spending is expected to grow by 5%, while mobile is expected to see low single-digit growth. They also noted upcoming releases, including Grand Theft Auto VI and Borderlands 4, which are anticipated to drive record levels of net bookings in fiscal 2026 and 2027. The call also revealed a geographic net bookings split of 60% U.S. and 40% international, with a breakdown by labels of 49% Zynga, 34% 2K, and 17% Rockstar Games.

Strong Performance of NBA 2K

NBA 2K delivered a phenomenal quarter with recurrent consumer spending up over 30%, daily active users up nearly 20%, and monthly active users up nearly 10%. The title sold over 7 million units and exceeded expectations significantly.

Launch of Major Titles

This year is set to see the launch of major titles including Sid Meier's Civilization VII, Mafia: The Old Country, Grand Theft Auto VI, and Borderlands 4, which is expected to have a transformative effect on the business.

Record Franchise Performance

Grand Theft Auto V has sold over 210 million units worldwide. GTA Online continues to perform well with membership growth for GTA Plus increasing 10% year-over-year.

Positive Outlook for Future Fiscal Years

The company is confident in achieving record levels of net bookings in fiscal 2026 and 2027.

Expansion in Mobile Sector

Zynga's Match Factory is on track to become its second-largest title by the end of this fiscal year. Tune Blast and Toy Blast delivered double-digit growth.

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Take-Two (TTWO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TTWO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 19, 2025	2025 (Q4)	1.07 / -	0.275	―	―	―
Feb 06, 2025	2025 (Q3)	0.58 / 0.72	0.706	2.55% (+0.02)
Nov 06, 2024	2025 (Q2)	0.41 / 0.66	1.217	-46.01% (-0.56)
Aug 08, 2024	2025 (Q1)	0.03 / 0.05	0.269	-82.16% (-0.22)
May 16, 2024	2024 (Q4)	0.09 / 0.28	0.589	-53.31% (-0.31)
Feb 08, 2024	2024 (Q3)	0.72 / 0.71	0.856	-17.52% (-0.15)
Nov 08, 2023	2024 (Q2)	1.03 / 1.22	1.303	-6.60% (-0.09)
Aug 08, 2023	2024 (Q1)	0.34 / 0.27	0.712	-62.22% (-0.44)
May 17, 2023	2023 (Q4)	0.68 / 0.59	1.091	-46.01% (-0.50)
Feb 06, 2023	2023 (Q3)	0.89 / 0.86	1.317	-35.00% (-0.46)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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TTWO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 06, 2025	$183.08	$208.77	+14.03%
Nov 06, 2024	$166.62	$179.17	+7.53%
Aug 08, 2024	$138.78	$144.82	+4.35%
May 16, 2024	$146.08	$147.84	+1.20%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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