TTWO Take Two Interactive Software (TTWO) Q3 FY26 earnings call
Take-Two delivered an outstanding quarter, significantly exceeding guidance driven by strong performances across its mobile, NBA 2K, and Grand Theft Auto franchises. The company is raising its full-year outlook and anticipates record net bookings in fiscal 2027, led by the upcoming Grand Theft Auto VI release, establishing a higher financial baseline and enhanced profitability.
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TTWO operating KPIs by quarter
| KPI | Jun 2025 Q1 FY26 | Sep 2025 Q2 FY26 | This call 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.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.