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Sentiment · FY2027 Q1
As of FY2026 Q4, the Tellvest earnings-call sentiment score for Take-Two Interactive (TTWO) is 7/10.
Take-Two closed FY2026 with Q4 net bookings of $1.58 billion, beating the high end of guidance, as the GTA series, NBA 2K, and Zynga mobile all exceeded expectations. GAAP revenue grew 6% to $1.68 billion with management-basis operating expenses declining 2%, demonstrating improving cost leverage. The company introduced FY2027 guidance of $8.0-8.2 billion in net bookings (~20% growth), anchored by the November 19 launch of Grand Theft Auto VI and expectations for over $1 billion in operating cash flow. While NBA 2K's Q4 recurrent consumer spending growth of 10% moderated from extreme Q2/Q3 levels, the franchise delivered a record full year with RCS up over 30%.
Scored from Take-Two Interactive’s FY2026 Q4 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $1.35B | +4.1% | $-2.08 | +35.0% | 53.8% | -22.0% | -27.0% | $-165M |
| FY2025 Q3 | $1.36B | -0.5% | $-0.71 | -31.5% | 55.9% | -8.0% | -9.2% | $-48M |
| FY2025 Q4 | $1.58B | +13.1% | $-21.08 | -23.9% | 50.8% | -13.6% | -235.5% | $225M |
| FY2026 Q1 | $1.50B | +12.4% | $-0.07 | +95.7% | 62.8% | 1.2% | -0.8% | $-70M |
| FY2026 Q2 | $1.77B | +31.1% | $-0.73 | +64.9% | 55.3% | -5.5% | -7.5% | $97M |
| FY2026 Q3 | $1.70B | +24.9% | $-0.50 | +29.6% | 55.7% | -2.2% | -5.5% | $236M |
| FY2026 Q4 | $1.68B | +6.1% | $-0.32 | +98.5% | 55.9% | 0.6% | -3.5% | $187M |
| FY2027 Q1 | $1.53B | +2.0% | $-0.18 | -173.6% | 57.5% | -2.3% | -2.2% | $-194M |