TTWO · 8-K · 20260807PR054580

Net Bookings Performance

TAKE TWO INTERACTIVE SOFTWARE INC · 2026-08-07 · Importance 49 · Surprise 32 · No source text

Total Net Bookings declined 3% year over year to $1,385.9 million from $1,423.1 million. Recurrent consumer spending Net Bookings decreased 1% to $1,169.4 million but increased to 84% of total Net Bookings from 83%. Mobile Net Bookings fell 7% to $739.5 million and represented 53% of the total, while console Net Bookings increased 11% to $525.2 million and represented 38%. The largest contributors included NBA 2K, the Grand Theft Auto series, Toon Blast, Match Factory!, Empires & Puzzles, the Red Dead Redemption series, Words With Friends, Color Block Jam, WWE 2K, Zynga Poker, and Toy Blast.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+58.0%Net Bookings by geographic region for the three months ended June 30, 2026: United States $805.4 million (58%), International $580.5…
revenuepositiverealized+53.0%Net Bookings by platform for the three months ended June 30, 2026: Mobile $739.5 million (53%), Console $525.2 million (38%), PC and other…
revenuepositiverealized+42.0%Net Bookings by geographic region for the three months ended June 30, 2026: United States $805.4 million (58%), International $580.5…
revenuepositiverealized+38.0%Net Bookings by platform for the three months ended June 30, 2026: Mobile $739.5 million (53%), Console $525.2 million (38%), PC and other…
revenuepositiverealized+9.0%Net Bookings by platform for the three months ended June 30, 2026: Mobile $739.5 million (53%), Console $525.2 million (38%), PC and other…
revenuenegativerealized-2.0%Total Net Bookings decreased 3% to $1.39 billion compared to $1.42 billion during last year’s fiscal first quarter.
revenueunclearrealizedFiscal first quarter Net Bookings were $1.39 billion.