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Take-Two Interactive (TTWO) reported a 17% year-over-year increase in net bookings for Q4 fiscal 2025, totaling $1.58 billion. This growth was attributed to a 14% rise in recurrent consumer spending, which represented 77% of total net bookings. Key franchises driving this success include NBA 2K25 and Grand Theft Auto.
For fiscal 2026, Take-Two projects net bookings between $5.9 billion and $6 billion. Upcoming releases include titles such as Mafia: The Old Country and the highly anticipated Grand Theft Auto VI, set for May 2026. However, the company faces stiff competition from Electronic Arts (EA), which reported net bookings of $1.8 billion in its recent quarter, and Microsoft, with its vast portfolio of gaming franchises.
Currently, Take-Two’s shares have risen 25.5% year-to-date, in contrast to a 1.8% gain for the Zacks Gaming industry. The company trades at a forward price-to-sales ratio of 6.09, higher than the industry average of 3.22. The Zacks Consensus Estimate for 2026 revenues stands at $5.99 billion, marking a projected growth of 6.1% year-over-year.
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