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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.
Reply
Reply (REY) investor relations material
Reply Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary30 Jul, 2026
Executive summary
Consolidated turnover for H1 2026 reached €1,311.9 million, up 7.4% year-over-year.
All key financial indicators showed growth compared to H1 2025.
Management highlighted the strategic focus on artificial intelligence as a driver of competitiveness and growth.
Financial highlights
EBITDA for H1 2026 was €233.2 million (17.8% margin), up from €223.7 million in H1 2025.
EBIT for H1 2026 was €189.7 million (14.5% margin), compared to €188.4 million in H1 2025.
Net income for H1 2026 was €133.1 million, up from €125.6 million in H1 2025.
Q2 2026 revenues were €667.0 million, up 8.7% year-over-year.
Net financial position as of June 30, 2026, was €402.0 million, down from €467.6 million at year-end 2025.
Outlook and guidance
Management expects continued investment in AI and digital transformation to drive future growth.
The company aims to further develop expertise and platforms to support clients in embedding AI into business processes.
Explain the €241m net cash decrease in Q2 2026
Drivers for the €200m surge in work in progress
Fair value adjustment impact on EBIT margins
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Latest events from Reply
- Q1 2026 revenue grew 6.2% to €645M, with strong margins and a robust net financial position.REY
Q1 202618 Jun 2026 - Q1 2025 saw robust revenue and margin growth, fueled by AI and digital transformation demand.REYQ1 202518 Jun 2026
- Revenue and net profit climbed, with robust cash flow and AI-driven growth.REYQ4 202512 Mar 2026
- H1 2025 saw 8.6% revenue growth, margin expansion, and a strong net financial position.REYQ2 202511 Dec 2025
- Strong revenue and margin growth, robust financial position, and focus on AI and UK expansion.REYQ3 202411 Dec 2025
- Revenue and profit surged, driven by double-digit growth and AI-led digital transformation.REYQ4 202411 Dec 2025
- Revenue and profitability rose sharply in H1 2024, fueled by AI and cloud demand.REYQ2 202411 Dec 2025
- Revenue up 9%, EBITDA margin at 18.4%, and strong liquidity driven by AI-led growth.REYQ3 20254 Dec 2025
Next Reply earnings date
Q3 202612 Nov, 2026
Reply
Next Reply earnings date
Q3 202612 Nov, 2026
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