NASDAQ$TTWO

Take Two Interactive Software Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Delivered strong second quarter results driven by Grand Theft Auto and Borderlands franchises, with operating results surpassing plans due to marketing expense timing.

Take-Two Interactive Software, Inc. reported its results for the second quarter of fiscal year 2025. Net Bookings were $1.47 billion, at the top of the guidance range, driven by the success of the Grand Theft Auto and Borderlands franchises. The company is reiterating its fiscal year 2025 Net Bookings guidance range of $5.55 to $5.65 billion.

  • Total Net Bookings grew 2% to $1.47 billion compared to $1.44 billion last year.
  • Net Bookings from recurrent consumer spending grew 6% and accounted for 81% of total Net Bookings.
  • GAAP net revenue increased 4% to $1.35 billion, compared to $1.30 billion last year.
  • GAAP net loss was $365.5 million, or $2.08 per share, as compared to $543.6 million, or $3.20 per share, for the comparable period last year.

Headline financials

Total Revenue

$1.35B

Previous: $1.3B+4.1%
EPS

-$2.08

Previous: $1.22-270.5%
Net Bookings

$1.47B

Previous: $1.44B+2.4%
Capital Expenditures

-$71.9M

Previous: -$59.9M-20.0%
Free Cash Flow

-$437M

Previous: -$604M+27.5%
Net Income

-$366M

Previous: -$544M+32.8%
Operating Income

-$297M

Previous: -$544M+45.3%
Gross Profit

$728M

Previous: $415M+75.2%
Cash & Equivalents

$876M

Previous: $757M+15.8%
Total Assets

$13.1B

Previous: $15.2B-14.0%
R&D Expense

$247M

Previous: $234M+5.3%
Stock-Based Comp

$86.2M

Previous: $90.4M-4.6%

Revenue & EPS history

Take-Two · Revenue · Quarterly

$1.35B

Q2 2025+4.1%vs Q2 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Take-Two · $1.68B total across 3 segments · Q4 2026

  • Mobile
    $844M+0.0%
  • Console
    $675M+0.0%
  • PC and other
    $161M+0.0%

Forward guidance

Take-Two is revising its outlook for the fiscal year ending March 31, 2025 and providing its initial outlook for its fiscal third quarter ending December 31, 2024.

Tailwinds

  • Total net revenue $5,570 to $5,670 (millions)
  • Cost of revenue $2,397 to $2,422 (millions)
  • Operating expenses $3,772 to $3,792 (millions)
  • Interest and other, net $120 (millions)
  • Net Bookings $5,550 to $5,650 (millions)

Headwinds

  • Loss income before income taxes $(719) to $(664) (millions)
  • Net loss $(839) to $(775) (millions)
  • Net loss per share $(4.80) to $(4.43)
  • Net cash provided by operating activities approximately $(200) (millions)
  • Adjusted Unrestricted Operating Cash Flow approximately $(150) (millions)

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 Q2 2025

Historical avgQ2 2025

+1.5%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+2.0%

Avg return

30 days after

60%

40 / 67 earnings

Positive

+15.9%

Q4 2015

Best reaction

-13.8%

Q1 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.8%-13.4%-5.4%
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%
Q4 2010+6.1%
Q3 2011+6.1%
Q3 2010+6.1%
Q2 2011+1.8%
Q1 2011+5.8%
Q3 2009+5.8%
Q4 2009+5.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro