Take-Two Interactive Software Earnings Calls
| Release date | May 21, 2026 |
| EPS estimate | $0.563 |
| EPS actual | $0.80 |
| EPS Surprise | 42.10% |
| Revenue estimate | 1.547B |
| Revenue actual | 1.58B |
| Revenue Surprise | 2.16% |
| Release date | Feb 03, 2026 |
| EPS estimate | $0.83 |
| EPS actual | $1.23 |
| EPS Surprise | 47.66% |
| Revenue estimate | 1.584B |
| Revenue actual | 1.757B |
| Revenue Surprise | 10.93% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.94 |
| EPS actual | $1.46 |
| EPS Surprise | 55.48% |
| Revenue estimate | 1.729B |
| Revenue actual | 1.774B |
| Revenue Surprise | 2.62% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.283 |
| EPS actual | $0.610 |
| EPS Surprise | 115.93% |
| Revenue estimate | 1.312B |
| Revenue actual | 1.504B |
| Revenue Surprise | 14.63% |
Last 4 Quarters for Take-Two Interactive Software
Below you can see how TTWO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $226.49 |
| EPS estimate | $0.283 |
| EPS actual | $0.610 |
| EPS surprise | 115.93% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $220.58 |
| Aug 04, 2025 | $225.99 |
| Aug 05, 2025 | $225.92 |
| Aug 06, 2025 | $227.21 |
| Aug 07, 2025 | $226.49 |
| Aug 08, 2025 | $217.37 |
| Aug 11, 2025 | $222.67 |
| Aug 12, 2025 | $232.56 |
| Aug 13, 2025 | $236.14 |
| 4 days before | 2.68% |
| 4 days after | 4.26% |
| On release day | -4.03% |
| Change in period | 7.05% |
| Release date | Nov 06, 2025 |
| Price on release | $252.40 |
| EPS estimate | $0.94 |
| EPS actual | $1.46 |
| EPS surprise | 55.48% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $256.37 |
| Nov 03, 2025 | $255.65 |
| Nov 04, 2025 | $252.43 |
| Nov 05, 2025 | $254.76 |
| Nov 06, 2025 | $252.40 |
| Nov 07, 2025 | $232.00 |
| Nov 10, 2025 | $234.06 |
| Nov 11, 2025 | $240.70 |
| Nov 12, 2025 | $240.34 |
| 4 days before | -1.55% |
| 4 days after | -4.78% |
| On release day | -8.08% |
| Change in period | -6.25% |
| Release date | Feb 03, 2026 |
| Price on release | $212.17 |
| EPS estimate | $0.83 |
| EPS actual | $1.23 |
| EPS surprise | 47.66% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $243.18 |
| Jan 29, 2026 | $239.27 |
| Jan 30, 2026 | $220.30 |
| Feb 02, 2026 | $221.81 |
| Feb 03, 2026 | $212.17 |
| Feb 04, 2026 | $200.76 |
| Feb 05, 2026 | $193.24 |
| Feb 06, 2026 | $195.59 |
| Feb 09, 2026 | $205.03 |
| 4 days before | -12.75% |
| 4 days after | -3.37% |
| On release day | -5.38% |
| Change in period | -15.69% |
| Release date | May 21, 2026 |
| Price on release | $238.08 |
| EPS estimate | $0.563 |
| EPS actual | $0.80 |
| EPS surprise | 42.10% |
| Date | Price |
|---|---|
| May 15, 2026 | $242.44 |
| May 18, 2026 | $242.16 |
| May 19, 2026 | $238.14 |
| May 20, 2026 | $236.62 |
| May 21, 2026 | $238.08 |
| May 22, 2026 | $227.55 |
| May 26, 2026 | $220.67 |
| May 27, 2026 | $218.46 |
| May 28, 2026 | $217.87 |
| 4 days before | -1.80% |
| 4 days after | -8.49% |
| On release day | -4.42% |
| Change in period | -10.13% |
Take-Two Interactive Software Earnings Call Transcript Summary of Q1 2026
Take-Two reported a strong start to fiscal 2026 with Q1 net bookings of $1.42 billion, well above guidance, driven by Mobile outperformance (Toon Blast, Match Factory!, Color Block Jam), robust NBA 2K engagement and Grand Theft Auto momentum (GTA V >215M units sold; GTA Online new accounts +50% YoY). Recurrent consumer spending grew 17% and accounted for 83% of net bookings. Management raised full-year net bookings guidance to $6.05–$6.15 billion (midpoint +8% YoY) and expects record net bookings in fiscal 2027, signaling a higher baseline and path to improved profitability. Q2 net bookings are guided to $1.70–$1.75 billion, supported by a heavy release slate (Mafia: The Old Country, NBA 2K26, Borderlands 4). Management highlighted continued focus on mobile direct-to-consumer monetization, platform diversification (including Switch 2 support), and benefits from recent app-store/legal developments that could lower distribution costs. Financial posture: net leverage ~1.2x after recent equity issuance, expected operating cash flow ~ $130M, capex ~ $140M, and management intends to pursue organic growth first, selective accretive M&A, and opportunistic buybacks. Near-term risks include potential macro softness, lifecycle moderation in some mature mobile titles, and execution around the busy release schedule.
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