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
- Total Net Bookings decreased 3% to $1.39 billion compared to $1.42 billion during last year’s fiscal first quarter. source
- Net Bookings from recurrent consumer spending decreased 1% and accounted for 84% of total Net Bookings. source
- Fiscal first quarter Net Bookings were $1.39 billion. source
- 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 $121.2 million (9%). source
- Net Bookings by geographic region for the three months ended June 30, 2026: United States $805.4 million (58%), International $580.5 million (42%). source
- The largest contributors to Net Bookings in the quarter 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. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +58.0% | Net Bookings by geographic region for the three months ended June 30, 2026: United States $805.4 million (58%), International $580.5… |
| revenue | positive | realized | +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… |
| revenue | positive | realized | +42.0% | Net Bookings by geographic region for the three months ended June 30, 2026: United States $805.4 million (58%), International $580.5… |
| revenue | positive | realized | +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… |
| revenue | positive | realized | +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… |
| revenue | negative | realized | -2.0% | Total Net Bookings decreased 3% to $1.39 billion compared to $1.42 billion during last year’s fiscal first quarter. |
| revenue | unclear | realized | — | Fiscal first quarter Net Bookings were $1.39 billion. |