NASDAQ$TTWO

Take Two Interactive Software Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Take-Two Interactive Software Inc reported Q4 2026 results with net revenue of $1.68 billion and net loss of $59.5 million.

Take-Two delivered Q4 net revenue of $1.68 billion, up from $1.58 billion last year, driven by strong performance from NBA 2K26 and recurrent consumer spending which grew 12%. GAAP net loss narrowed significantly to $59.5 million or $0.32 per share compared to a large loss in the prior year. Net Bookings reached $1.58 billion, in line with the prior year, with recurrent spending accounting for 82% of the total.

  • Q4 GAAP net revenue rose to $1.68 billion with recurrent consumer spending up 12% year-over-year.
  • Net Bookings of $1.58 billion were flat versus last year while recurrent consumer spending grew 7%.
  • GAAP net loss improved to $59.5 million ($0.32 per share) from $3.73 billion loss in Q4 2025.
  • Company provided initial FY2027 outlook with Net Bookings guidance of $8.0-$8.2 billion.

Headline financials

Total Revenue

$1.68B

Previous: $1.58B+6.1%
EPS (adj)

-$0.32

Previous: -$0.32+0.0%
Net Bookings

$1.58B

Previous: $1.58B+0.0%
Net Income

-$59.5M

Previous: -$3.73B+98.4%
Operating Income

$10.9M

Previous: -$3.78B+100.3%
Gross Profit

$939M

Previous: $803M+16.9%
Cash & Equivalents

$1.55B

Previous: $1.46B+6.1%
Total Assets

$9.38B

Previous: $9.18B+2.2%

Revenue & EPS history

Take-Two · Revenue · Quarterly

$1.68B

Q4 2026+6.1%vs Q4 2025
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

Initial FY2027 outlook includes Net Bookings of $8.0 to $8.2 billion and GAAP net revenue of $7.9 to $8.1 billion.

Tailwinds

  • Grand Theft Auto VI launch expected to drive record operating performance
  • Strong cash flow generation anticipated with operating cash flow over $1 billion

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 Q4 2026

Historical avgQ4 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

Earnings price reactions
QuarterReport dateReaction (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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