TAKE TWO INTERACTIVE SOFTWARE INC

Reported 2026-08-07

BEAT

43EarnIQ signal

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Confidence falling

Mild quarter-over-quarter shift

Take-Two beats Q1 bookings guidance and remains fully on track for its landmark GTA VI release.

✓Guidance was maintained, with high specificity.
✓Management tone registered as confident (85/100).
✓EarnIQ detected 0 potential management deflections.

Headline–confidence gap

Fragile beat

The numbers beat, but management confidence weakened.

EPS: reported vs expected+4.1%$0.35 vs $0.34

Revenue: reported vs expected-3.8%$1.4B vs $1.4B

Guidance specificityHighMaintained

Market expectations supplied by Finnhub · Reported vs consensus estimate

With these positive trends and excitement around the November 19th launch of Grand Theft Auto VI, we are reiterating our Fiscal 2027 Net Bookings outlook of $8.0 to $8.2 billion.

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