Overview
- Net bookings rose 33% to $1.96 billion with adjusted earnings of $1.46 per share, topping FactSet estimates for $1.73 billion and $0.94, respectively.
- Rockstar moved Grand Theft Auto VI into late November 2026 for additional polish, with outlets reporting differing dates of November 19 and November 26.
- Shares fell in postmarket trading following the delay announcement despite the beat, with reports showing declines in the high single digits.
- Full-year net bookings guidance increased to $6.4 billion to $6.5 billion and adjusted EPS to $3.05 to $3.30, with management targeting record bookings in fiscal 2027.
- Mobile remained the largest contributor at roughly 46% of revenue, led by Zynga titles like Toon Blast and Match Factory alongside strong recurrent consumer spending.