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Sentiment · FY2026 Q4
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We've seen good progress, as you know, with licensed games like GTA.”
Management cites Grand Theft Auto (Take-Two) as a licensed-games partnership showing good early progress within Netflix's gaming push.
“This is Grand Theft Auto, which really worked for us, and you'll see us launch more titles like that in the future.”
Netflix Games' licensing of Take-Two's Grand Theft Auto has been a strong-performing mainstream title, and management plans to bring on more established franchises like it.
“Certainly Grand Theft Auto where we drove tens of millions of downloads.”
Netflix cites its licensing partnership to distribute Take-Two's Grand Theft Auto through Netflix Games as a top performer, driving tens of millions of downloads for its game strategy.
“There are limitations, and Google has said as much.”
Take-Two characterizes Google's Genie AI world-model as early and limited, not a replacement for game engines, tempering read-through on Google's Genie tech.
“During the quarter, we launched WWE 2K's Mobile for Netflix and Red Dead Redemption and Undead Nightmare for several new platforms.”
Take-Two distributed WWE 2K Mobile through Netflix, a games-distribution partnership with Netflix.
“on Thursday, 2K will launch Civilization VII for mobile devices exclusively on Apple Arcade, representing an exciting opportunity to expand the Civilization audience”
Take-Two is launching Civilization VII exclusively on Apple Arcade, a distribution partnership with Apple's subscription gaming platform.
“On March 13, 2K and Visual Concepts will once again raise the bar for a wrestling franchise with the release of WWE 2K26.”
Take-Two continues heavy investment in the WWE 2K franchise, a licensing relationship with WWE (owned by TKO Group Holdings).
“I'd like to thank the NBA and NBA Players Association for their extraordinary partnership and support.”
Take-Two credits its licensing partnership with the NBA (and Players Association) as underpinning NBA 2K's record year, a healthy signal for the NBA license.
“any thoughts on the recently proposed changes to Google Play and what it means for your business?”
Proposed changes to Alphabet's Google Play store could further reduce third-party distribution costs for game publishers, pressuring Google's app-store economics.
“We saw one of your peers see outperformance on mobile margins due to the recent iOS changes.”
Recent iOS payment-mechanism changes on Apple's platform are letting game publishers route more transactions directly, pressuring Apple's App Store fee capture while lifting publisher margins.
“Roblox seems to be growing bookings 50% or 60%.”
An analyst cites Roblox's rapid bookings growth as evidence of a broadly improving demand cycle across the mobile/interactive gaming category.
“the acquisition of Gearbox has also been stellar for the company”
Take-Two's acquisition of Gearbox Software (Borderlands) has performed well and is launching Borderlands 4.
“Roblox is aimed at kids largely. And not all of our games are rated E.”
Take-Two views Roblox as a kid-oriented environment where only some of its titles would fit, keeping it a low-priority distribution platform.
“we've supported Sony and Microsoft, we're on Steam and numerous other digital platforms within the PC format”
Take-Two ships its titles on Microsoft's Xbox and PC platforms as part of its multi-platform distribution.
“we've supported Sony and Microsoft, we're on Steam and numerous other digital platforms within the PC format”
Take-Two distributes its titles across Sony's PlayStation platform among others; PlayStation Plus subscription placements also drive engagement.
Take-Two beat guidance for the third consecutive quarter with Q3 net bookings of $1.76B, significantly above the $1.55-$1.60B range, as GAAP revenue grew 25% to $1.7B with the mobile business firing on all cylinders and the GTA series vastly outpacing forecasts. FY2026 net bookings guidance was raised for the third straight quarter to $6.65-$6.7B representing 18% growth, while NBA $2K tracked toward record annual performance. AI was embraced as an efficiency and innovation driver, and D2C mobile achieved a record quarter.
Demand | Competitive Dynamics | Product Launch | Innovation & R&D | Revenue Growth | Pricing | Margin | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 7 | 5 | 4 | 4 | 4 | 5 | 3 | |
| 2025Q3 | 5 | 6 | 6 | 4 | 3 | 1 | 3 | 2 |
| 2025Q4 | 3 | 4 | 2 | 2 | 3 | 1 | 3 | 2 |
| 2026Q1 | 2 | 5 | 1 | 1 | 2 | 3 | 1 | 1 |
| 2026Q2 | 4 | 3 | 4 | 4 | 2 | 1 | 2 | 2 |
| 2026Q3 | 5 | 4 | 3 | 4 | 3 | 3 | 2 | 2 |
| 2026Q4 | 10 | 7 | 5 | 3 | 2 | 3 | 3 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Demand | 7 | 5 | 3 | 2 | 4 | 5 | 10 |
| Competitive Dynamics | 5 | 6 | 4 | 5 | 3 | 4 | 7 |
| Product Launch | 4 | 6 | 2 | 1 | 4 | 3 | 5 |
| Innovation & R&D | 4 | 4 | 2 | 1 | 4 | 4 | 3 |
| Revenue Growth | 4 | 3 | 3 | 2 | 2 | 3 | 2 |
| Pricing | 5 | 1 | 1 | 3 | 1 | 3 | 3 |
| Margin | 3 | 3 | 1 | 2 | 2 | 3 | |
| Capital Allocation | 3 | 2 | 2 | 1 | 2 | 2 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Eric Handler | ROTH Capital Partners | 12 (0%) |
| Chris Schoell | UBS | 12 (0%) |
| Andy Marok | Raymond James |
| Mike Hickey | Benchmark | 10 (0%) |
| Clay Griffin | MoffettNathanson | 8 (0%) |
| Colin Sebastian | Robert W. Baird | 7 (0%) |
| Doug Creutz | TD Cowen | 7 (0%) |
| Martin Yang | Oppenheimer | 6 (0%) |
| Ed Alter | Jefferies | 6 (0%) |
| Eric Sheridan | Goldman Sachs | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| ROTH Capital Partners | 1 | 12 (0%) |
| Raymond James | 1 | 12 (0%) |
| UBS | 1 | 12 (0%) |
| Benchmark | 1 | 10 (0%) |
| Jefferies | 2 | 10 (0%) |
| MoffettNathanson | 1 | 8 (0%) |
| Robert W. Baird | 1 | 7 (0%) |
| TD Cowen | 1 | 7 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TTWO Take-Two Interactive | 7 | +6.2% | |
| EA Electronic Arts | 8 | +11.1% |