Take-Two Interactive Software, Inc. (TTWO) Earnings Call Transcripts

Take-Two Interactive Software, Inc.'s Latest Earnings Call - May 27, 2026

In the fiscal year ending 2026, Take-Two Interactive Software, Inc. (TTWO:US) reported strong performance driven by the anticipation of the upcoming Grand Theft Auto 6 (GTA 6) launch. The company highlighted a significant increase in recurrent consumer spending, particularly from GTA Online, and management expressed confidence in sustaining growth across its franchises, including NBA 2K. Revenue guidance for the next fiscal year was maintained, with expectations of continued growth in both mobile and console segments, despite rising development costs.

Reported metrics

Guidance from management

Management maintained revenue guidance for the next fiscal year, expecting continued growth driven by the launch of GTA 6 and ongoing success in recurrent consumer spending across franchises.

What management said

Well, of course, we can't help thinking that way because Grand Theft Auto V has thrive through 3 console generations and is sold in 230 million units. So -- and it's been around for the better part of 13 years and shows no signs of abating. And Grant with Auto Online, of course, remains a very powerful property. And you've seen the economic effect of that title when Rockstar generates meaningful unit sales year in, y...

I see if you guys are awake. And at these conferences, like it's just to get a smile you all is challenging. So I'm so gratified total I don't want to be in the third slot today. Sorry, go ahead.

What analysts pressed on

Analysts expressed concerns about the sustainability of AAA development costs and the potential impact on margins. There was also discussion about the competitive landscape in mobile gaming and the challenges of entering developing markets.

Main topics on the call

• GTA 6 Anticipation — Management emphasized that GTA 6 is less than 6 months away and could be the 'biggest entertainment launch of all time.' They are focusing on delivering 'phenomenal entertainment' and expect significant unit sales and en...
• Recurrent Consumer Spending Growth — Take-Two reported 'significant recurrent consumer spending' growth, particularly from GTA Online, which has been a strong revenue driver. Management indicated that this trend is expected to continue with the upcoming GTA...
• International Market Expansion — Management highlighted a strategic focus on growing in developing markets, noting that '80% of your revenue comes out of the U.S., U.K., Western Europe,' with plans to invest in regions like India and the Middle East.
• Mobile Segment Performance — The mobile segment grew by 13%, with management crediting Zynga's team for their success. They noted that direct-to-consumer strategies are also contributing to revenue growth in this area.

Read the full Take-Two Interactive Software, Inc. transcript (May 27, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 38 Take-Two Interactive Software, Inc. earnings call transcripts on record, spanning February 6, 2020 to May 27, 2026. Based on this history, Take-Two Interactive Software, Inc. reports quarterly. The most recent call on file is dated May 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TTWO

Exchange

NasdaqGS

Country

US

Sector

Communication Services

Industry

Entertainment

Calls on record

38

First call

February 6, 2020

Most recent

May 27, 2026

Reporting cadence

quarterly