TTWO Take Two Interactive Software (TTWO) Q2 FY26 earnings call
Take-Two delivered a strong second quarter, driven by record net bookings and robust recurrent consumer spending across its diverse portfolio, particularly NBA 2K26 and mobile titles. The company raised its full-year net bookings outlook, though the highly anticipated Grand Theft Auto VI saw its release pushed to November 2026 to ensure optimal polish. Management expressed confidence in its creative execution and long-term growth strategy, emphasizing quality and efficiency.
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TTWO operating KPIs by quarter
| KPI | Jun 2025 Q1 FY26 | This call Sep 2025 Q2 FY26 | Dec 2025 Q3 FY26 | Mar 2026 Q4 FY26 | Jun 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|---|---|---|
| Net bookings | $1.42BWe delivered first quarter net bookings of $1.42 billion, which was significantly above our guidance range of $1.25 billion to $1.3 billion.Source: earnings call transcript | $1.96BWe delivered fantastic second quarter results, including net bookings of $1.96 billion, which vastly exceeded our expectations and represent the best second quarter of net bookings in our company's history.Source: earnings call transcript | $1.76BI'm pleased to report that we delivered another outstanding quarter, including net bookings of $1.76 billion, which surpassed meaningfully the high end of our guidance.Source: earnings call transcript | $1.58BI'm pleased to report that we concluded fiscal year 2026 with excellent results, including fourth quarter Net bookings of $1.58 billion, which was above the high end of our guidance range.Source: earnings call transcript | ~$1.39BWe delivered first quarter net bookings of approximately $1.39 billion, which was slightly above the high end of our guidance range, primarily due to the outperformance of NBA 2K and the Grand Theft Auto series.Source: earnings call transcript | — |
| Employees | — | <13KI'd just like to take a moment once again to express my gratitude for the nearly 13,000 people who devote their careers to Take-Two and all of our affiliates all over the world because they're the ones who delivered these amazing results.Source: earnings call transcript | — | — | 13KGuided by our core pillars to be the most creative, innovative and efficient entertainment company in the world, our 13,000 colleagues share a singular vision for excellence and hit creation.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
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