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Take-Two Interactive Software
Take-Two Interactive Software (TTWO) investor relations material
Take-Two Interactive Software Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Feb, 2026
Executive summary
Net bookings for Q3 FY2026 reached $1.76 billion, up 28% year-over-year and exceeding guidance, driven by NBA 2K, Grand Theft Auto, and mobile titles like Toon Blast and Empires & Puzzles.
Recurrent consumer spending rose 23% year-over-year, accounting for 76–77% of net bookings, with NBA 2K, GTA Online, and mobile all exceeding expectations.
Net loss for the quarter was $92.9 million ($0.50 per share), an improvement from $125.2 million in the prior year.
Digital channels represented 97% of net revenue and bookings; mobile accounted for 51% of net revenue.
Anticipation for Grand Theft Auto VI is high, with release set for November 19, 2026, and major marketing to begin in summer.
Financial highlights
GAAP net revenue for Q3 FY2026 was $1.70 billion, up 25% year-over-year and above guidance.
Gross profit for the quarter was $945.5 million, with a gross margin of 55.6%.
Operating expenses increased 10% to $984 million; loss from operations was $38.7 million, improved from $132.1 million loss in prior year.
Net cash from operating activities for the nine months ended December 31, 2025, was $388.9 million.
EBITDA (non-GAAP) for Q3 2026 was $174.8 million, up from $88.8 million in Q3 2025.
Outlook and guidance
Fiscal 2026 net bookings outlook raised to $6.65–$6.7 billion, representing 18% growth at midpoint.
Fiscal 2026 GAAP net revenue expected at $6.55–$6.6 billion; net loss forecasted at $369–$338 million.
Recurrent consumer spending forecast to grow 17% and represent 78% of net bookings, with NBA 2K up 37%, mobile up 13%, and GTA Online slightly increasing.
Q4 FY2026 net revenue guidance is $1.57–$1.62 billion, with net bookings of $1.51–$1.56 billion and RCS growth of 7%.
Launch of Grand Theft Auto VI in November 2026 expected to drive record net bookings in FY2027.
Quantify FY27 Net Bookings baseline post-GTA VI launch
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Impact of console installed base on FY26 outlook
How does AI enhance game creation beyond efficiency?
Mobile DTC: What's the next growth phase?
GTA Online's strategy post-GTA VI launch?
Analyze RCS vs. full game revenue trends
Future capital allocation priorities
Assess foreign currency risk management
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Next Take-Two Interactive Software earnings date
Q4 202615 May, 2026
Take-Two Interactive Software
Next Take-Two Interactive Software earnings date
Q4 202615 May, 2026
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Frequently asked questions
Take-Two Interactive Software, Inc., together with its subsidiaries, develops, publishes, and markets interactive entertainment solutions for consumers worldwide. The company develops and publishes action/adventure products under the Grand Theft Auto, Max Payne, Midnight Club, and Red Dead. Take-Two Interactive Software, Inc. was founded in 1993 and is headquartered in New York City, New York.
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