Shares of Take-Two Interactive Software program, Inc. (NASDAQ: TTWO) have been up over 2% on Monday. The inventory has gained 22% year-to-date. The online game firm is about to report its earnings outcomes for the primary quarter of 2026 on Thursday, August 7, after the closing bell. Right here’s a take a look at what to anticipate from the earnings report:
Revenues
Take-Two has guided for revenues of $1.35-1.40 billion for the primary quarter of 2026. Analysts are projecting income of $1.31 billion. Revenues elevated 4% year-over-year to $1.34 billion within the first quarter of 2025. Within the fourth quarter of 2025, revenues rose 13% YoY to $1.58 billion.
Earnings
TTWO has guided for Q1 2026 web loss per share to vary between $0.78-0.65. Analysts are predicting a lack of $0.72 per share which compares to a lack of $1.52 per share reported within the prior-year quarter. In This fall 2025, web loss amounted to $21.08 per share.
Factors to notice
Take-Two expects web bookings to vary between $1.25-1.30 billion for the primary quarter of 2026. Internet bookings grew 1% YoY to $1.22 billion in Q1 2025 and 17% to $1.58 billion in This fall 2025. The most important contributors to bookings are anticipated to be NBA 2K, the Grand Theft Auto and Pink Useless Redemption collection, and Toon Blast, Coloration Block Jam, Match Manufacturing unit, Empires & Puzzles, Phrases With Buddies, and Zynga Poker.
Recurrent client spending is projected to extend by approx. 7%, assuming sturdy double-digit progress for NBA 2K, flat outcomes for cell, and a slight decline for GTA On-line.
TTWO’s core franchises are anticipated to proceed their momentum within the first quarter of 2026. Final quarter, NBA 2K drove important progress in engagement with a 30% enhance in day by day energetic customers. GTA and Pink Useless Redemption additionally delivered sturdy performances.
Zynga continues to carry out nicely with sturdy positive factors from Match Manufacturing unit and Toon Blast and this momentum is anticipated to have continued in Q1. Its new launch Coloration Block Jam, which is performing nicely, can also be anticipated to ship positive factors within the first quarter.
TTWO expects working bills to vary between $908-918 million in Q1. Opex is anticipated to extend round 2% YoY on account of greater improvement prices.
