TTWO · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
TAKE TWO INTERACTIVE SOFTWARE INC · 2026-08-07 · Importance 31 · Surprise 32 · In source text
Net revenue increased $30.1 million, or 2.0%, to $1,533.9 million for the three months ended June 30, 2026. NBA 2K revenue increased $89.0 million, while Color Block Jam and Grand Theft Auto revenue declined $32.8 million and $24.2 million, respectively. Console revenue increased $89.9 million to $640.5 million and rose to 41.8% of revenue from 36.6%, while mobile revenue decreased $39.4 million to $762.3 million and declined to 49.7% from 53.3%. Recurrent consumer spending increased $33.7 million to $1,289.8 million and represented 84.1% of revenue, compared with 83.5% in the prior-year period.
Key facts
- For the three months ended June 30, 2026, net revenue increased by $30.1 primarily driven by higher net revenue of $89.0 from NBA 2K, partially offset by lower net revenue of $32.8 from Color Block Jam and $24.2 from Grand Theft Auto series. source
- Total net revenue for the three months ended June 30, 2026: $1,533.9 (100.0%); for the three months ended June 30, 2025: $1,503.8 (100.0%); increase $30.1 (2.0%). source
- Net revenue by platform for the three months ended June 30, 2026: Mobile $762.3 (49.7%), Console $640.5 (41.8%), PC and other $131.1 (8.5%). source
- Net revenue by content for the three months ended June 30, 2026: Recurrent consumer spending $1,289.8 (84.1%), Full game and other $244.1 (15.9%). source
- Net revenue from console games increased by $89.9 and accounted for 41.8% of total net revenue for the three months ended June 30, 2026, compared to 36.6% for the prior year period. source
- Net revenue from recurrent consumer spending increased by $33.7 and accounted for 84.1% of net revenue for the three months ended June 30, 2026, compared to 83.5% in the prior year period. source
- Net revenue from PC and other decreased by $20.4 and accounted for 8.5% of total net revenue for the three months ended June 30, 2026, compared to 10.1% for the prior year period. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +5.9% | Net revenue from console games increased by $89.9 and accounted for 41.8% of total net revenue for the three months ended June 30, 2026,… |
| revenue | positive | realized | +2.2% | Net revenue from recurrent consumer spending increased by $33.7 and accounted for 84.1% of net revenue for the three months ended June 30,… |
| revenue | positive | realized | +2.0% | Total net revenue for the three months ended June 30, 2026: $1,533.9 (100.0%); for the three months ended June 30, 2025: $1,503.8… |