Overview
- Take-Two reported net bookings of $1.42 billion in its first quarter of fiscal 2026, a 16% increase year-over-year and above its $1.25 billion–$1.3 billion guidance.
- The company raised its fiscal Q2 net bookings outlook to between $6.05 billion and $6.15 billion after the strong opening quarter.
- Its mobile segment vastly exceeded expectations, led by hits including Toon Blast, Match Factory, NBA 2K All-Star and Rollic’s Color Block Jam.
- Rockstar’s Grand Theft Auto Online saw new player accounts grow by 50% year-over-year following a record-breaking GTA VI trailer and a new content pack.
- CEO Strauss Zelnick described the next 12 months as the company’s most robust release schedule ever, with Mafia: The Old Country, NBA 2K26, Borderlands 4 and GTA VI due through May 2026.