Take-Two Interactive Software (TTWO) Investor presentation summary

Company overview and strategy

• Leading developer, publisher, and marketer of interactive entertainment across console, PC, and mobile platforms, with a focus on delivering hit experiences and leveraging diverse business models.

• Strategic pillars include creating hit entertainment, attracting top talent, developing robust player relationships, increasing scale and profitability, and leading new market trends.

• Management team features long-tenured leaders with over 19 years of experience each.

Portfolio and intellectual property

• Diverse portfolio includes blockbuster franchises such as Grand Theft Auto, Red Dead Redemption, NBA 2K, Borderlands, Civilization, and a robust mobile lineup through Zynga.

• Grand Theft Auto series has sold nearly 475 million units, with GTA VI launching November 2026.

• NBA 2K franchise has sold nearly 175 million units and is a top contributor to recurrent consumer spending.

• Mobile portfolio boasts over 10 billion downloads, with leading titles like Empires & Puzzles, CSR2, FarmVille, and Words With Friends.

Market opportunity and industry dynamics

• Global video game market projected to reach $234 billion by 2029, with mobile gaming showing a 4% CAGR from 2025-2028.

• Estimated 3.6 billion global video game players in 2025, with 64% of the U.S. population playing games.

• Interactive entertainment is the top entertainment vertical, with nearly 149 billion new mobile app downloads in 2025.