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Analyst
Andrew Marok
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 23on tracked calls
- Challenge rate
- 4%1 of 23 questions
- Companies
- 3questioned at least once
- Reporting periods
- 8with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 23 of 23 questions from 3 companies
TTWOTake-Two Interactive14 questions · 8 reporting periods · 0 of 14 challenging
Calendar 2026 Q2
how that's been in terms of bringing in some lapsed players ahead of the GTA VI launch
Show response
Karl declined specifics but said Rockstar releases reliably reactivate players and the team is pleased with the Kortz Center Heist's reception.
the thinking that went into the decision to go with Netflix for the time exclusivity
Show response
Strauss framed Netflix as a close marketing/distribution partner and noted the look hits Rockstar's YouTube channel 6 hours later, but declined terms.
Calendar 2026 Q1
what level of conservatism might you be baking into the guide around general economic conditions as it relates to the mobile business
Show response
Strauss gave a brief non-answer, acknowledging macro is a factor in guidance building but offering no specifics on the degree of conservatism assumed.
are there any learnings from the early days of that and some of the recent missions that were created as you look to scale UGC
Show response
Strauss acknowledged consumer interest in creation tools but kept details high-level. Highlighted FiveM as an example of embracing external innovation that is now inside their four walls.
Calendar 2025 Q4
Can you maybe give us an overview of what you think tools like Genie can and cannot do as it relates to some of the proprietary game engines that you operate?
Show response
Karl characterized Genie as a procedurally generated interactive video with limitations, far apart from game engines. Noted world creation is a small component of game development which also requires storyline, emotional connection, and mission structure.
Calendar 2025 Q3
where are you getting these incremental audiences from? Are there new cohorts of players that you're expanding into?
Show response
Karl identified returning players, international growth, and deeper engagement of existing base as growth drivers. Noted TTWO is not yet getting 100% return rates and placed the franchise somewhere between first and seventh inning.
how does player behavior change in one of those titles versus maybe an annual release where maybe you don't have as much time to sort of make up anything that fell short
Show response
Strauss acknowledged the softer launch and said there are things they could have done better. Expressed confidence in strong lifetime unit sales as Gearbox addresses PC issues.
Calendar 2025 Q2
what is the pricing environment? How do you feel about the ability to take price? And when do you think the player is ready for that to be born?
Show response
Strauss emphasized TTWO's philosophy of delivering more value than what is charged, noting variable pricing has always been the nature of the industry and the rubric is delivering exceptional value.
Calendar 2025 Q1
is it something where the entire take Take-Two line up is eligible or is it really just kind of an opportunistic thing
Show response
Strauss confirmed four Switch 2 launches (largest ever for new Nintendo platform) but noted they evaluate each title on a case-by-case basis.
how much of the Match Factory! playbook is instructive to future Zynga releases and current successes like Color Block Jam?
Show response
Strauss emphasized cross-studio knowledge sharing plus TTWO's consumer database competitive advantage, but stressed creative quality remains the key driver.
Calendar 2024 Q4
how does your approach to building excitement around those launches differ for franchises with faster release schedules?
Show response
Strauss explained every title is marketed fresh, benefiting from franchise awareness but never resting on prior success.
how much of that do you think is just kind of one, the comp effect, the gen eight transition issues that you had last year
Show response
Strauss acknowledged gen transition benefit on PC but attributed most success to genuine innovation, noting significant greenfield ahead.
Calendar 2024 Q3
how are you thinking about that sort of paid game mode concept in other franchises across the portfolio?
Show response
Strauss praised the creative innovation of Gravity Ball but said it's too early to call paid mini-games a trend for the portfolio.
just wondering if there's any sort of color or visibility you can give into kind of those assumptions built into '27
Show response
Strauss humorously declined to detail FY27 pipeline specifics but reinforced confidence in durable multi-year growth trajectory.
EAElectronic Arts7 questions · 4 reporting periods · 1 of 7 challenging
Calendar 2025 Q2
how distinct are the player bases between College Football and Madden? And how important is it to kind of keep them as distinct-feeling experiences
Show response
Wilson said both titles maintain unique identity (college pageantry vs NFL spectacle) while building more deeply connected experiences. Differentiation in core experience maintained even as social ecosystem connects them.
in the context of your undeniable success with College Football so far, how are you viewing the broader basketball ecosystem as an opportunity
Show response
Wilson expressed strong interest in college basketball, citing College Football infrastructure as foundation. Envisioned all 350 programs, men's and women's teams, March Madness. Said more details to come but could not commit timing.
Calendar 2025 Q1
how do you see the rest of the gaming industry positioning potential releases over the next few months and how does that impact your thoughts
Show response
Wilson said the launch window is clearer now that a major expected release has moved out of FY26. Reiterated they would not launch into a truncated window but now feel confident about timing.
Calendar 2024 Q4
how has that community reception to the Battlefield Labs announcement then relative to your expectations or hopes?
Show response
Wilson described reception as exceeding expectations. Cited two reasons: addressing trepidation from core community after weak recent entries, and testing at scale for the biggest Battlefield ever built.
Do you have any sense of drivers behind the slower uptake of the current year title? Is it anything maybe to do with market structure
Show response
Wilson attributed softness to two factors: 40M+ players staying in prior iterations rather than migrating, and competitive cohort feedback on defensive gameplay tuning. Detailed January recovery metrics extensively.
Calendar 2024 Q3
what drives that kind of breakout of success we've seen in some single-player fantasy games in the last couple of years?
Show response
Wilson expressed confidence in breakout potential citing storied studio, storied IP, rich world, limited competition in the category. Canfield added they maintained original financial assumptions.
how much of this can maybe be done fixing a part while the car is in motion? Or is this something that may require like a whole studs up rebuild
Show response
Wilson argued against a version 2 approach, saying rebuilds rarely match originals. Strategy is to innovate within existing ecosystem while building additional engagement modes, preserving player investment.
RBLXRoblox Corporation2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
can you please talk a bit about the differences in monetization patterns between under 13 players and other cohorts?
Show response
Chopra attributed the under-13 monetization hit to mix shift away from last year's concentrated high-monetizing viral hits, not a structural behavior change.
Calendar 2026 Q1
Could you give a bit more detail on the shift in discovery algorithms you mentioned
Show response
Baszucki said discovery is re-weighted toward long-term retention and 18+ growth over short-term monetization, which creators welcome.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| TTWO Take-Two Interactive | 14 | 0%none of 14 questions |
| EA Electronic Arts | 7 | 14%1 of 7 questions |
| RBLX Roblox Corporation | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 4 | 25%1 of 4 questions | 2 |
| 2024 Q4 | 4 | 0%none of 4 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2024 Q34 questions · challenge rate 25% (1 of 4 questions) · 2 companies
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics12
- Demand9
- Product Launch8
- Innovation & R&D7
- Pricing3
- Geographic Expansion2
- Revenue Growth2
- Macroeconomic1
- Guidance Reliability1