earnings
confidence high
sentiment neutral
materiality 0.70
Take-Two Q1 net bookings $1.22B, flat YoY; GAAP net loss $262M; reiterates FY25 bookings outlook
TAKE TWO INTERACTIVE SOFTWARE INC
2025-Q1 EPS reported
-$1.52
revenue$1,338,200,000
- Net bookings $1.22B (+1% YoY); recurrent consumer spending flat at 83% of total Net Bookings.
- GAAP net loss $262.0M ($1.52 loss per share) vs $206.0M loss a year ago; net revenue $1.34B (+4%).
- Reaffirms FY2025 net bookings outlook $5.55-5.65B; expects sequential net bookings growth in FY2026 and FY2027.
- Revised FY2025 GAAP net revenue guidance $5.57-5.67B; GAAP net loss per share $(4.33) to $(3.95).
- Top bookings drivers: NBA 2K24, GTA Online, GTA V, Toon Blast, Empires & Puzzles, Match Factory!, RDR2, Words With Friends.