TTWO · 10-Q · 2026Q2 · Full report

Market Demand Trends

TAKE TWO INTERACTIVE SOFTWARE INC · 2026-08-07 · Importance 49 · Surprise 32

Net Bookings decreased 2.6% year over year to $1,385.9 million, primarily because of lower bookings from the Grand Theft Auto series and Color Block Jam, partly offset by higher NBA 2K bookings. Net revenue increased $30.1 million, led by an $89.0 million increase from NBA 2K, while Color Block Jam and Grand Theft Auto declined $32.8 million and $24.2 million, respectively. Recurrent consumer spending increased $33.7 million and represented 84.1% of net revenue, indicating continued demand for virtual currency, add-on content, in-game purchases, and advertising. Console revenue increased $89.9 million, driven by NBA 2K and Borderlands 4, while mobile revenue declined $39.4 million because of weaker Color Block Jam performance.