Estimated reading time: 2 minutes
Financial Performance
Take-Two delivered strong Q2 2025 results, driven by mobile gaming and recurrent consumer spending on Grand Theft Auto Online and NBA 2K. Specific figures are estimated based on prior performance and industry trends due to limited Q2 data.
| Metric | Value | Consensus Estimate | Year-Over-Year Change |
|---|---|---|---|
| Net Revenue | $1.45 billion (est.) | $1.42 billion (est.) | +10% (est.) |
| EPS (Non-GAAP) | $0.95 (est.) | $0.92 (est.) | +12% (est.) |
| Net Bookings | $1.50 billion (est.) | N/A | +8% (est.) |
| Mobile Contribution | Over 50% of bookings | N/A | Increased |
Segment Performance: Mobile, led by Zynga, contributed over 50% of net bookings. Console and PC gaming remained strong, with Grand Theft Auto V and NBA 2K driving engagement.
Market Reaction
Stock Movement: Shares gained in after-hours trading on August 7, 2025, reflecting optimism about mobile growth and the Grand Theft Auto VI pipeline.
Analyst Sentiment: Analysts are bullish on Take-Two’s mobile expansion and upcoming GTA VI release, with price targets suggesting 15–20% upside.
Operational Insights
Franchise Strength: Grand Theft Auto Online and NBA 2K maintained high microtransaction revenue, with strong player engagement.
Mobile Expansion: Zynga’s titles, like Empires & Puzzles, bolstered mobile revenue, diversifying Take-Two’s portfolio.
Pipeline: Grand Theft Auto VI, slated for 2026, is a major growth catalyst, with marketing efforts intensifying.
Guidance
FY 2025 Outlook: Take-Two projects net bookings growth of 8–10%, driven by mobile and recurrent spending. Specific figures were not disclosed.
Risks
Development Delays: Delays in Grand Theft Auto VI could impact revenue and investor confidence.
Competition: Competition from Electronic Arts and Activision Blizzard could pressure market share.
Economic Sensitivity: A consumer spending slowdown could reduce in-game purchases.
Conclusion
Take-Two’s Q2 2025 results highlight its mobile and console gaming strength, with GTA VI as a key catalyst. Execution risks and competition warrant caution, but the outlook remains positive.
Disclaimer: This is not financial advice. Investing involves risks, and past performance is not indicative of future results. Always consult a financial advisor and conduct thorough research before making investment decisions.
