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Take-Two Interactive: How GTA, NBA 2K, and Mobile Are Rewriting the Revenue Mix!

Take-Two Interactive Software reported strong third-quarter fiscal 2026 results, exceeding expectations and driving optimistic full-year guidance. Net bookings climbed to $1.76 billion, significantly surpassing the guidance range, while recurrent consumer spending rose by 23%, and accounted for 76% of net bookings. Key contributors were titles like NBA 2K, Grand Theft Auto series, and mobile games including Toon Blast and Empires & Puzzles. These figures highlight Take-Two’s robust engagement strategies and strong franchise performance. Take-Two raised its fiscal year guidance for net bookings, now expecting a range of $6.65 to $6.7 billion, marking an 18% increase over the previous year. The revised forecast indicates a $725 million rise from the initial guidance, thereby showcasing successful execution across its portfolio. Mobile gaming was a standout performer, driven by titles such as Toon Blast with a 43% year-over-year growth and Match Factory with a 17% increase.