Take-Two Interactive Software, Inc. · TTWO · Next earnings

Take-Two Interactive Software, Inc. reports Thursday, Nov 5, 2026

TTWO reports before market open with consensus EPS at $0.97 and revenue at $1.61B. Last quarter: Take-Two Closes FY26 With Record Bookings, Bets Big on GTA VI Launch

Reports Before market open46 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.97 Calendar consensus
Consensus revenue $1.61B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 46 days away

Where TTWO left off: FY2026 Q4

Full report

Take-Two Closes FY26 With Record Bookings, Bets Big on GTA VI Launch

EPS surprise +42.1% Reported $0.80 vs $0.56
Revenue surprise +2.2% Reported $1.58B vs $1.55B
Stock move -4.4% Event window
Subsequent drift +6.6% Up to 20 sessions

Prior quarter: FY2026 bookings outlook raised to $6.65-$6.7 billion. Current quarter: FY2026 actual bookings of $6.72 billion exceeded that range. FY27 guidance introduced at $8-8.2 billion, a ~20% increase. Guidance sentiment remained raised; management tone remained confident.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Uncertainty around GTA Online revenue trajectory after GTA VI release.
  • Potential slowdown in mobile title performance as older games age.
  • Macroeconomic headwinds could dampen consumer spending on premium titles.
  • Execution risk across multiple new IP launches and platform extensions.

Questions analysts left open

  • Breakdown of the $300 million OpEx increase — marketing vs G&A vs R&D allocation.
  • Future trajectory of recurrent consumer spending for GTA Online post-GTA VI.
  • Pricing strategy implications of lower price points on premium titles.
  • Macroeconomic impact on mobile advertising and user acquisition costs.
  • Potential cannibalization between new releases and existing titles.

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Recent TTWO quarters

All TTWO earnings
-4.4%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.