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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
ALSO
ALSO (ALSN) investor relations material
ALSO H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary21 Jul, 2026
Executive summary
Achieved sustainable profitable growth in H1 2026, with net profit up 61% to €69M, EBITDA rising 29% to €162M, and ROCE at 13% (+1.2pp), driven by scalability, operational improvements, and market share gains.
Revenue increased 21% to €8.3B, supported by demand for computing capacity, data volumes, AI, and successful M&A integrations.
Cloud business revenue grew 31% to €1.1B, with unique users up 9% to 6.0M and monetization per user up 12% to €294.
Operational excellence, logistics optimization, and organizational efficiency improved margins and cost savings, raising the EBITDA margin to 2.0%.
Integration of new companies in the UK, Ireland, France, and Italy is on track, generating additional value; further acquisitions are under review.
Financial highlights
Net sales before PvA rose 21% year-over-year to €8,301M in H1 2026.
Gross profit increased 18% to €490M; EBITDA up 29% to €162M.
Net profit surged 61% to €69M compared to H1 2025.
EBT climbed 45% to €94M; ROCE reached 13.0%.
Basic/diluted EPS increased to €5.47 from €3.38.
Outlook and guidance
Guidance for 2026 EBITDA confirmed at €425–525M; ROCE target above 25% for 2027–2029.
Guidance for FY 2026 also confirmed: EBITDA between €300–340M and ROCE above 20%.
Disciplined strategy execution and focus on ecosystem, platforms, and operational excellence expected to drive further growth.
Visibility for H2 2026 remains limited due to geopolitical and market uncertainties.
Drivers for Cloud monetization growth
Impact of accretive M&A on EBITDA
Strategy to bridge the 7% ROCE gap by 2026
Driver of negative H1 2026 operating cash flow
Organic vs inorganic growth breakdown for H1 2026
Drivers of H1 2026 Cloud business revenue growth
Partial view of Summaries dataset, powered by Quartr API
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Latest events from ALSO
- EBITDA and margins are rising through mix optimization, digital growth, and operational excellence.ALSN
Investor presentation29 Apr 2026 - Net sales up 39% and EBITDA up 22%, with strong cash flow and higher 2026 guidance.ALSNH2 202517 Feb 2026
- EBITDA and revenue jumped 34–35%, with 2025 guidance reaffirmed after key acquisitions.ALSNH1 202522 Jul 2025
- Cloud revenue up 25% and cash at €643M, supporting strong H2 and 2024 targets.ALSNH1 202413 Jun 2025
- 2024 EBITDA reached €234M with strong cloud growth and higher ROCE; 2025 outlook is positive.ALSNH2 20245 Jun 2025
Next ALSO earnings date
H2 202616 Feb, 2027
ALSO
Next ALSO earnings date
H2 202616 Feb, 2027
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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