TTWO · 10-Q · 2026Q2 · Full report
Digital Channel and Delivery Growth
TAKE TWO INTERACTIVE SOFTWARE INC · 2026-08-07 · Importance 42 · Surprise 14 · In source text
Digital online channels generated $1,507.3 million, or 98.3% of net revenue, compared with 98.2% in the prior-year period. The company delivers games through direct digital downloads, virtual currency, add-on content, in-game purchases, in-game advertising, online platforms, and cloud streaming services. Mobile distribution remains substantially dependent on Apple’s App Store and Google Play Store, while the company is expanding direct-to-consumer commerce across its mobile portfolio to enhance profitability. Physical retail and other channels represented only 1.7% of net revenue.
Key facts
- Net revenue by distribution channel for the three months ended June 30, 2026: Digital online $1,507.3 (98.3%), Physical retail and other $26.6 (1.7%). source
- Net revenue from mobile decreased by $39.4 and accounted for 49.7% of total net revenue for the three months ended June 30, 2026, compared to 53.3% for the prior year period. source
- Net revenue from digital online channels increased by $30.7 and accounted for 98.3% of total net revenue for the three months ended June 30, 2026, compared to 98.2% for the prior year period. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -2.6% | Net revenue from mobile decreased by $39.4 and accounted for 49.7% of total net revenue for the three months ended June 30, 2026, compared… |
| revenue | positive | realized | +2.0% | Net revenue from digital online channels increased by $30.7 and accounted for 98.3% of total net revenue for the three months ended June… |