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Take-Two Interactive Software (TTWO) investor relations material
Take-Two Interactive Software Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Nov, 2025
Executive summary
Q2 FY2026 net bookings reached $1.96 billion, up 33% year-over-year and above guidance, driven by NBA 2K26, Mafia: The Old Country, Borderlands 4, and mobile titles.
GAAP net revenue rose 31% year-over-year to $1.77 billion, with digital channels accounting for over 95% of revenue.
Net loss narrowed to $133.9 million ($0.73/share), a significant improvement from the prior year.
Recurrent consumer spending grew 20% year-over-year, with NBA 2K up 45% and mobile up mid-teens.
Grand Theft Auto VI release set for November 19, 2026, expected to drive record net bookings in fiscal 2027.
Financial highlights
Q2 net bookings: $1.96 billion, up 32.9% year-over-year and above $1.7–$1.75 billion guidance.
Q2 gross margin was 55.3%, up from 53.8% year-over-year.
Operating expenses for Q2 were $1.08 billion, up 5% year-over-year, mainly due to higher marketing and R&D.
EBITDA for Q2 was $116.7 million, compared to a loss of $75.5 million in the prior year.
Cash and cash equivalents at quarter-end were $1.87 billion.
Outlook and guidance
FY2026 net bookings outlook raised to $6.4–$6.5 billion, up 14% year-over-year.
FY2026 GAAP net revenue expected at $6.38–$6.48 billion; net loss projected at $414–$349 million.
FY2026 EBITDA expected between $579–$637 million; capex at ~$180 million.
Q3 FY2026 net bookings projected at $1.55–$1.6 billion; GAAP net revenue $1.57–$1.62 billion.
Operating cash flow for FY2026 forecast at $250 million.
Explain mobile's declining share of Net Bookings
What drives FY27 Net Bookings beyond GTA VI?
How is new title investment balanced with RCS growth?
How does GTA VI delay affect FY27 projections?
Mobile direct-to-consumer margin uplift drivers?
Can RCS growth drivers be applied broadly?
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Next Take-Two Interactive Software earnings date
Q3 20265 Feb, 2026
Next Take-Two Interactive Software earnings date
Q3 20265 Feb, 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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