earnings
confidence high
sentiment positive
materiality 0.85
Take-Two Q1 Net Bookings $1.42B (+17% YoY) beat guidance; raises FY26 outlook to $6.05-6.15B
TAKE TWO INTERACTIVE SOFTWARE INC
2026-Q1 EPS reported
-$0.07
revenue$1,503,800,000
- Net Bookings $1.42B, 17% above prior year and above guidance; recurrent spending up 17% (83% of bookings).
- GAAP net loss narrowed to $11.9M ($0.07 EPS) from $262M ($1.52 EPS) in Q1 last year.
- FY26 Net Bookings guidance raised to $6.05-6.15B; Q2 outlook: Net Bookings $1.70-1.75B.
- Recurrent consumer spending up 14% YoY, comprised 84% of GAAP revenue; key titles NBA 2K25, GTA V, mobile.
- GAAP revenue $1.50B vs $1.34B prior year; non-GAAP EBITDA $225.5M.
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