Take-Two tops Q4 revenue estimates, net bookings flat

Take-Two Interactive Software

21/05/2026 21:13

Overview

U.S. video game publisher's preliminary fiscal Q4 revenue beat analyst expectations

Fiscal Q4 net bookings were flat yr/yr at $1.58 bln

Company guides fiscal 2027 net bookings to $8.0-$8.2 bln, citing GTA VI launch

Outlook

Take-Two sees fiscal 2027 net bookings of $8.0 bln to $8.2 bln

Company expects fiscal 2027 GAAP net revenue of $7.9 bln to $8.1 bln

Take-Two expects fiscal Q1 2027 net bookings of $1.32 bln to $1.37 bln

Result Drivers

RECURRING SPENDING - Growth in recurrent consumer spending drove results, accounting for 82% of Q4 net bookings and rising 7% yr/yr

KEY FRANCHISE PERFORMANCE - NBA 2K26, Grand Theft Auto Online and V, and mobile titles were the largest contributors to Q4 net bookings and revenue

Company press release: ID:nBw1vZHnza

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.68 bln
$1.57 bln (19 Analysts)
Q4 EPS
-$0.32
Q4 Net Income
-$59.50 mln
Q4 Net Bookings
$1.58 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 29 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Take-Two Interactive Software Inc is $280.00, about 18.3% above its May 20 closing price of $236.62

The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 31 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)