- 2Q Net Bookings: $1.42 billion to $1.47 billion (estimate: $1.46 billion)
- 2Q Adjusted EPS: 35c to 45c
- 2Q Adjusted EBITDA: $135 million to $157 million (estimate: $253.6 million)
2025 Year Forecast
- Adjusted EPS: $2.35 to $2.60 (estimate: $2.54)
- Adjusted EBITDA: $743 million to $798 million (estimate: $765.8 million)
- Net Bookings: $5.55 billion to $5.65 billion (estimate: $5.66 billion)
First Quarter Results
- Net Bookings: $1.22 billion, up 1.7% year-over-year (estimate: $1.23 billion)
- Digital Online Net Bookings: $1.19 billion, up 1.8% year-over-year (estimate: $1.18 billion)
- Physical Retail & Other Net Bookings: $30.8 million, down 14% year-over-year (estimate: $43.2 million)
- Console Net Bookings: $405.4 million, down 3.3% year-over-year (estimate: $420.7 million)
- Mobile Net Bookings: $709.3 million, up 2.9% year-over-year (estimate: $713.7 million)
- PC & Other Net Bookings: $103.4 million, up 12% year-over-year (estimate: $78.5 million)
- US Net Bookings: $728.5 million, up 0.3% year-over-year
- International Net Bookings: $489.6 million, up 3% year-over-year
- Adjusted EPS: 5.0c (estimate: 3.3c)
- Adjusted EBITDA: $63.2 million (estimate: $57.9 million)
- Total Net Revenue: $1.34 billion, up 4.2% year-over-year (estimate: $1.33 billion)
- R&D Expenses: $219.8 million, down 7.9% year-over-year (estimate: $245.9 million)
- Operating Loss: $184.9 million, down 9.5% year-over-year (estimate: loss of $169.8 million)
- The firm expects sequential increases in net bookings in Fiscal 2026 and 2027.
Take Two Interactive Software, Inc on Smartkarma
Analyst coverage of Take Two Interactive Software, Inc on Smartkarma highlights positive sentiment from Baptista Research. One report, titled “Take-Two Interactive Software: Increased Relevance of Mobile and Strategic Titles,” notes the company’s healthy performance in the fiscal fourth quarter of 2024, with net bookings reaching $1.35 billion. The success was attributed to key titles like NBA 2K24, Zynga’s in-app purchases, Match Factory!, and the Red Dead Redemption and Grand Theft Auto series.
Another report by Baptista Research, titled “Take-Two Interactive Software: The Realization Of The Zynga Acquisition Synergies Is Now Evident & How! – Major Drivers,” highlights robust results for Q3 FY2024. Grand Theft Auto V, Grand Theft Auto Online, the Red Dead Redemption series, and Zynga’s in-app purchases drove the performance, with net bookings reaching $1.3 billion for the quarter. This positive coverage underscores the company’s strong position in the gaming industry.
A look at Take Two Interactive Software, Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 1 | |
| Growth | 2 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 2.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
The long-term outlook for Take Two Interactive Software, Inc looks promising based on the Smartkarma Smart Scores analysis. With a strong momentum score of 4, indicating the company is performing well in the market currently, it suggests a positive trend for future growth. Additionally, the company’s resilience score of 3 demonstrates its ability to withstand market fluctuations, further contributing to its long-term viability.
Although the Value and Growth scores are average at 2, and the Dividend score is low at 1, the overall outlook for Take Two Interactive Software, Inc appears optimistic. With its focus on developing, marketing, and distributing interactive entertainment software games across various platforms, including console systems and mobile devices, the company is well-positioned to continue its success in the dynamic gaming industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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