Take-Two shares rise on strong net bookings, upbeat forecast ahead of new GTA

Published 07/08/2025, 21:38
© Reuters

Investing.com -- Take-Two Interactive Software (ETR:SOWGn) Inc (NASDAQ:TTWO) shares climbed 5% in after-hours trading Thursday after the videogame publisher reported robust top-line growth and raised its full-year outlook, offsetting a disappointing bottom line. Enthusiasm around Grand Theft Auto VI and strong contributions from franchises across console and mobile platforms buoyed investor confidence.

For the company’s fiscal first quarter, Take-Two posted a loss of $0.07 per share, missing analysts’ estimates by $0.35. However, revenue of $1.42 billion topped Wall Street consensus of $1.31 billion, driven by strength across its portfolio, including NBA 2K25 and Grand Theft Auto V.

Total (EPA:TTEF) net bookings, Take-Two’s key operating metric, rose 17% year over year to $1.42 billion. Recurrent consumer spending, defined as in-game purchases, add-on content, and advertising, also increased 17%, making up 83% of total net bookings.

“Our outstanding first quarter results reflect ongoing demand for our core franchises and the increasingly diversified, successful nature of our business,” said Chairman and CEO Strauss Zelnick. “As we approach the release of the most ambitious pipeline in our company’s history, we have exceptional confidence in our multi-year outlook and our ability to deliver meaningful shareholder returns.”

GAAP net revenue rose to $1.50 billion in the quarter, while recurrent consumer spending comprised 84% of that total. Leading contributors included not only flagship titles such as GTA and NBA 2K but also mobile hits like Toon Blast, Match Factory, and Empires & Puzzles.

Guidance was a key highlight for investors: Take-Two raised its full-year net bookings forecast to $6.05–$6.15 billion, ahead of consensus. The company reiterated confidence in FY2026 as it prepares to release titles such as Borderlands 4, NBA 2K26, and Grand Theft Auto VI next May.

Despite the earnings miss, investors responded positively to operational momentum and long-term visibility. A well-diversified pipeline and sustained engagement across platforms suggest Take-Two is entering a critical launch phase with strong tailwinds.

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