Take-Two Interactive Reports Strong Q4 Ahead of GTA VI Launch
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2026
0mins
Source: Yahoo Finance
- Strong Financial Performance: Take-Two's fourth-quarter net bookings reached $1.58 billion, exceeding the company's guidance of $1.51 billion to $1.56 billion, while GAAP net revenue was $1.68 billion, surpassing analyst expectations of $1.55 billion, indicating robust performance in the gaming market.
- Enhanced Cash Flow Flexibility: Operating cash flow hit $624 million, significantly above the $450 million forecast, providing Take-Two with increased flexibility to support growth investments, evaluate potential M&A opportunities, and consider shareholder returns when appropriate.
- Optimistic Future Outlook: The company expects record net bookings of $8 billion to $8.2 billion for fiscal 2027, offering a more defined outlook compared to previous vague projections, while also anticipating operating cash flow exceeding $1 billion and potentially ending the fiscal year in a net cash position.
- Rich Product Pipeline: Take-Two plans to launch 29 new titles by fiscal 2029, with six new releases expected in the current fiscal year, including NBA 2K27 and PGA TOUR 2K27, although first-quarter net bookings are projected between $1.32 billion and $1.37 billion, indicating some market pressure.
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Analyst Views on TTWO
Wall Street analysts forecast TTWO stock price to rise
14 Analyst Rating
14 Buy
0 Hold
0 Sell
Strong Buy
Current: 217.870
Low
270.00
Averages
286.77
High
300.00
Current: 217.870
Low
270.00
Averages
286.77
High
300.00
About TTWO
Take-Two Interactive Software, Inc. is a developer, publisher, and marketer of interactive entertainment for consumers around the globe. The Company develops and publishes products principally through Rockstar Games, 2K, and Zynga. Its products are designed for console gaming systems, including, but not limited to, the Sony Computer Entertainment, Inc. (Sony) PlayStation4 (PS4) and PlayStation5 (PS5), the Microsoft Corporation (Microsoft) Xbox One (Xbox One) and Xbox Series XS (Xbox Series XS), and the Nintendo Switch (Switch), as well as mobile, including smartphones and tablets, and personal computers (PC). It delivers its products through physical retail, digital download, online platforms, and cloud streaming services. It sells software titles both digitally and physically through direct relationships with digital storefronts and platform partners, large retail customers, and third-party distributors. It also sells advertising within a number of its games, primarily in mobile.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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