NASDAQ$TTWO
Take Two Interactive Software Inc · Q1 2026 earnings
Q1 2026 earnings · · After market close · Investor relations
Briefing
Take-Two reported a small net loss despite strong top-line results.
Take-Two exceeded expectations on net bookings and revenue in Q1 FY26, driven by strong mobile and franchise title performance, although it still posted a GAAP net loss.
- Net Bookings reached $1.423 billion, exceeding guidance
- GAAP Net Revenue came in at $1.504 billion
- Recurrent Consumer Spending rose 17% year-over-year
- GAAP Net Loss narrowed to $12 million, ahead of expectations
Headline financials
Revenue & EPS history
Take-Two · Revenue · Quarterly
$1.5B
Revenue by segment
Take-Two · $1.68B total across 3 segments · Q4 2026
- Mobile$844M+0.0%50.2%
- Console$675M+0.0%40.2%
- PC and other$161M+0.0%9.6%
Forward guidance
Management raised its full-year outlook based on strong Q1 results and better-than-expected performance in mobile and NBA 2K.
Tailwinds
- FY26 Net Bookings raised to $6.05B–$6.15B
- RCS growth expected at 4%, up from flat
- NBA 2K forecasted to grow mid-teens in FY26
- Q2 release slate includes Mafia: The Old Country and NBA 2K26
- Strong confidence in pipeline with record Net Bookings expected in FY27
Headwinds
- Grand Theft Auto Online expected to decline in FY26
- GAAP Net Loss for FY26 still forecasted between $377M and $442M
- Q2 FY26 Net Loss guided between $110M and $136M
- Operating expenses remain elevated in the $1B range per quarter
- Slight growth projected for mobile in Q2, indicating a possible deceleration
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2026
+1.5%
Avg return
Earnings day
+1.6%
Avg return
5 days after
+2.2%
Avg return
30 days after
60%
40 / 67 earnings
Positive
+15.9%
Q4 2015
Best reaction
-13.8%
Q1 2013
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +0.8% | — | — | |
| Q3 2026 | -5.4% | -3.4% | -0.3% | |
| Q2 2026 | -0.9% | -4.8% | -1.8% | |
| Q1 2026 | -7.0% | +4.3% | +5.8% | |
| Q4 2025 | -2.4% | -2.4% | -0.9% | |
| Q3 2025 | +14.0% | +14.3% | +11.6% | |
| Q2 2025 | +9.2% | +9.4% | +15.7% | |
| Q1 2025 | +6.7% | +6.8% | +15.4% | |
| Q4 2024 | -0.2% | +2.3% | +7.3% | |
| Q3 2024 | -8.6% | -9.5% | -15.2% | |
| Q2 2024 | +7.3% | +10.1% | +13.9% | |
| Q1 2024 | -1.3% | -0.7% | +0.7% | |
| Q4 2023 | +12.6% | +10.6% | +11.8% | |
| Q3 2023 | +4.2% | +1.7% | +6.4% | |
| Q2 2023 | -13.8% | -5.8% | -8.3% | |
| Q1 2023 | -5.0% | -3.2% | -5.2% | |
| Q4 2022 | +12.0% | +5.6% | +14.8% | |
| Q3 2022 | -1.6% | -2.0% | -9.5% | |
| Q2 2022 | +4.9% | +0.7% | -9.9% | |
| Q1 2022 | -7.8% | -8.7% | -6.6% | |
| Q4 2021 | +6.6% | +9.6% | +1.4% | |
| Q3 2021 | -3.5% | -3.7% | -20.6% | |
| Q2 2021 | +7.0% | -5.4% | +10.4% | |
| Q1 2021 | +8.2% | +6.7% | +5.4% | |
| Q4 2020 | -2.8% | -1.2% | +0.3% | |
| Q3 2020 | -6.8% | -6.9% | -2.5% | |
| Q2 2020 | +0.2% | +2.0% | +6.0% | |
| Q1 2020 | +2.4% | +5.9% | +9.1% | |
| Q4 2019 | +0.2% | +3.2% | +5.2% | |
| Q3 2019 | -10.2% | -12.9% | -18.9% | |
| Q2 2019 | -3.7% | -11.8% | -17.0% | |
| Q4 2018 | +0.4% | +2.2% | +7.1% | |
| Q3 2018 | -12.5% | -7.1% | -1.4% | |
| Q2 2018 | +10.0% | +8.1% | -0.4% | |
| Q1 2018 | +11.5% | +13.2% | +20.0% | |
| Q4 2017 | +12.6% | +11.6% | +5.8% | |
| Q3 2017 | -0.9% | +6.8% | +9.2% | |
| Q2 2017 | +9.9% | +12.8% | +8.0% | |
| Q1 2017 | +1.4% | +1.5% | +9.6% | |
| Q4 2016 | +3.6% | — | — | |
| Q3 2016 | +4.9% | — | — | |
| Q2 2016 | +0.5% | — | — | |
| Q1 2016 | -2.8% | — | — | |
| Q4 2015 | +15.9% | — | — | |
| Q3 2015 | -3.4% | — | — | |
| Q2 2015 | +9.3% | — | — | |
| Q1 2015 | -7.9% | — | — | |
| Q4 2014 | -8.1% | — | — | |
| Q3 2014 | -11.1% | — | — | |
| Q2 2014 | -3.1% | — | — | |
| Q1 2014 | +3.4% | — | — | |
| Q4 2013 | +0.6% | — | — | |
| Q3 2013 | +15.4% | — | — | |
| Q2 2013 | +4.7% | — | — | |
| Q1 2013 | -13.8% | — | — | |
| Q4 2012 | +4.5% | — | — | |
| Q3 2012 | +2.8% | — | — | |
| Q2 2012 | -0.8% | — | — | |
| Q1 2012 | -4.4% | — | — | |
| Q4 2008 | +4.1% | — | — | |
| Q3 2010 | +6.1% | — | — | |
| Q3 2011 | +6.1% | — | — | |
| Q4 2010 | +6.1% | — | — | |
| Q2 2011 | +1.8% | — | — | |
| Q4 2009 | +5.8% | — | — | |
| Q3 2009 | +5.8% | — | — | |
| Q1 2011 | +5.8% | — | — |
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