TTWO · 10-Q · 2026Q3 · Full report

Digital Channel and Delivery Growth

TAKE TWO INTERACTIVE SOFTWARE INC · 2026-11-09 · Importance 15 · Surprise 14 · In source text

Digital online channels represented 97.9% of net revenue in the six months ended September 30, 2026, compared with 96.7% in the prior-year period; digital delivery remains the company’s primary channel. Mobile games are distributed, marketed, and promoted principally through Apple’s App Store and Google Play, while virtual items are purchased through those platforms and Take-Two’s direct-to-consumer commerce platform. The company is expanding direct-to-consumer efforts across its mobile portfolio. Digital online revenue declined year over year, primarily reflecting lower revenue from Borderlands, Color Block Jam, Mafia, Match Factory!, Toy Blast, and PGA TOUR 2K, partly offset by NBA 2K.

Key facts

• Quarterly digital online channel revenue decreased by $234.3 and represented 97.4% of net revenue, compared with 95.5% a year earlier. source
• Digital online channels comprised 97.9% of Take-Two’s net revenue for the six months ended September 30, 2026. source
• Six-month digital online channel revenue decreased by $203.6 million and represented 97.9% of net revenue, compared with 96.7% in the prior-year period. source
• Take-Two expects online delivery of games and game offerings to remain the primary part of its business over the long term. source

Impact estimates