earnings
confidence high
sentiment positive
materiality 0.70
Take-Two Q2 net bookings $1.47B at top of guidance; reaffirms FY2025 outlook
TAKE TWO INTERACTIVE SOFTWARE INC
2025-Q2 EPS
reported -$3.61
vs consensus $0.28
▼ miss
(-1367.1%)
- Net bookings of $1.47B (top of guidance range), up 2% YoY; GAAP net revenue $1.35B (+4%).
- GAAP net loss narrowed to $365.5M ($2.08/shr) from $543.6M ($3.20/shr) in prior-year Q2.
- Recurrent consumer spending (bookings basis) grew 6%, accounting for 81% of total net bookings.
- FY2025 net bookings guidance reaffirmed at $5.55-$5.65B; Q3 bookings guided $1.35-$1.40B.
- Management expects sequential growth and record net bookings in FY2026/2027, citing GTA VI, Borderlands 4, Mafia: The Old Country.