TTWO · 10-Q · 2026Q3 · Full report

Platform Demand Trends

TAKE TWO INTERACTIVE SOFTWARE INC · 2026-11-09 · Importance 31 · Surprise 6

Console products accounted for 41.4% of net revenue for the six months ended September 30, 2026. Take-Two’s business depends on consumer acceptance of third-party console platforms and growth in their installed bases. When new hardware platforms arrive, demand for games on older platforms typically declines, although backward compatibility on the latest Sony and Microsoft consoles could mitigate that transition. Take-Two focuses development on a select number of high-quality titles and manages delivery across current and future platforms to pursue revenue opportunities.

Key facts

• Console revenue comprised 41.4% of Take-Two’s net revenue for the six months ended September 30, 2026. source