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Analyst
Clay Griffin
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters; questions recorded in 6).
- Questions
- 11on tracked calls
- Challenge rate
- 9%1 of 11 questions
- Companies
- 3questioned at least once
- Reporting periods
- 6with 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 11 of 11 questions from 3 companies
TTWOTake-Two Interactive8 questions · 5 reporting periods · 0 of 8 challenging
Calendar 2026 Q1
if there are dynamics or evolutions in the industry that would that would make, that decision different. Than the decision you so successfully used
Show response
Strauss noted it would be premature to discuss GTA VI business model without having announced an online component. Emphasized the company's focus on making hits and meeting consumers where they are.
Calendar 2025 Q3
wondering if you could maybe just give us a framework in terms of the overall improvement maybe in mobile margins from, call it, 2, 3 years ago to now
Show response
Strauss attributed mobile margin expansion to better execution, cultural alignment post-Zynga acquisition, and focus on creativity, innovation, and efficiency pillars. Noted stock appreciation of close to 5,000% over 18 years of current management.
Calendar 2025 Q2
How do you see that progressing from here? Does it make sense to build your own app store within that environment?
Show response
Strauss sees distribution moving from closed to open with declining costs. TTWO already has web stores for most mobile games and the Rockstar Social Club launcher but doesn't intend to become a retailer.
was there a meaningful delta in the way that it came to that service?
Show response
Karl confirmed no meaningful year-over-year change in the PlayStation Plus economics or presentation that would explain the exceptional NBA 2K growth.
Calendar 2024 Q4
is that do you view that as a substitute product? And what's your vision?
Show response
Strauss characterized Roblox as primarily a competitive situation, making it hard to imagine as a destination for TTWO labels' games.
is that your impression, or is that it's just a function of NBA 2K executing at a really high level versus maybe some mistakes elsewhere?
Show response
Karl emphasized engagement as the primary driver over economy tweaks; Strauss added they don't feel they're losing visibility on live service dynamics.
Calendar 2024 Q3
Just your initial thoughts about the potential of having a more vibrant third-party alternative app store in Android
Show response
Strauss expressed optimism about declining take rates and more distribution options, noting TTWO supports all commerce channels.
Curious if the bifurcation of the Xbox platform becomes a challenge and what the teams are doing to deal with that?
Show response
Strauss dismissed hardware concerns, noting labels are skilled at supporting different tech levels and PC is becoming more important.
EAElectronic Arts2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2024 Q4
I had read some interesting theories on server delay, desync and just sort of the general kind of server availability
Show response
Wilson pushed back on server issues being a driver, saying data shows FC is as stable or more stable than prior versions. Acknowledged occasional server issues are normal course of business.
if you could provide some context around how that mode, the introduction of that mode might have played a role in the trends that you saw
Show response
Wilson said Rush is second most played mode and has not diluted monetization. Attributed Q3 softness to top-of-funnel acquisition and gameplay tuning for competitive cohort, not Rush.
RBLXRoblox Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
do you envision 2D mobile content being sort of an acquisition funnel for players that are outside of your platform today
Show response
Baszucki said 2D and 3D both fit the 'you make the game' Build vision, with older cohorts having appetite for 2D, all backed by Roblox's economy and infra.
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 | 8 | 0%none of 8 questions |
| EA Electronic Arts | 2 | —Rate withheld: fewer than 3 questions |
| RBLX Roblox Corporation | 1 | —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 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 4 | 25%1 of 4 questions | 2 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q44 questions · challenge rate 25% (1 of 4 questions) · 2 companies
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics5
- Demand4
- Innovation & R&D4
- Pricing3
- Regulation Policy2
- Product Launch1
- Margin1
- Capital Allocation1