TTWO · 8-K · 20260807PR054580
Platform Demand Trends
TAKE TWO INTERACTIVE SOFTWARE INC · 2026-08-07 · Importance 54 · Surprise 40 · No source text
First-quarter GAAP net revenue from console increased 16% year over year to $640.5 million, with console's share rising to 42% from 37%. Mobile net revenue declined 5% to $762.3 million and mobile Net Bookings fell 7% to $739.5 million, reducing mobile's Net Bookings mix to 53% from 56%. PC and other net revenue decreased 13% to $131.1 million, while PC and other Net Bookings declined 22% to $121.2 million; the largest contributors across platforms included NBA 2K, the Grand Theft Auto series, Toon Blast, Match Factory!, and the Red Dead Redemption series.
Key facts
- Key assumptions underlying the outlook include continued growth in the installed base of PlayStation 5 and Xbox Series X|S. source
- Net revenue by platform for the three months ended June 30, 2026: Mobile $762.3 million (50%), Console $640.5 million (42%), PC and other $131.1 million (8%). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +50.0% | Net revenue by platform for the three months ended June 30, 2026: Mobile $762.3 million (50%), Console $640.5 million (42%), PC and other… |
| revenue | positive | realized | +42.0% | Net revenue by platform for the three months ended June 30, 2026: Mobile $762.3 million (50%), Console $640.5 million (42%), PC and other… |
| revenue | positive | realized | +8.0% | Net revenue by platform for the three months ended June 30, 2026: Mobile $762.3 million (50%), Console $640.5 million (42%), PC and other… |
| revenue | positive | probable | — | Key assumptions underlying the outlook include continued growth in the installed base of PlayStation 5 and Xbox Series X|S. |