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Take-Two Maintains Annual Bookings Target After NBA 2K27 Shortfall

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Take-Two Interactive reported an 18% decline in fiscal second-quarter net bookings to $1.60 billion on 9 novembre 2026, as NBA 2K27 fell below the publisher’s forecast. The company maintained its annual bookings target, saying Grand Theft Auto VI pre-orders were substantially above its initial expectations.

For the quarter ended 30 septembre 2026, net bookings — Take-Two’s measure of the net amount of products and services sold digitally or sold in physically, including licensing, merchandise and in-game advertising — landed slightly below its $1.62 billion to $1.67 billion guidance range. In its results presentation, Take-Two said NBA 2K27 delivered the second-highest net bookings in series history after launching on 4 septembre 2026, but remained below its quarterly forecast. Mobile results matched the plan, while Grand Theft Auto surpassed its forecast.

Take-Two reported a 9% decline in recurrent-consumer-spending net bookings, which cover virtual currency, add-on content, in-game purchases and in-game advertising, against the 5% decrease it had forecast. NBA 2K and mobile both decreased, while Grand Theft Auto increased. Full-game and other bookings fell to $299.2 million from $532.2 million a year earlier, showing that the overall decline extended beyond recurrent spending.

GAAP net loss narrowed to $54.0 million from $133.9 million, even as operating loss widened to $117.5 million from $98.0 million. A shift from an $18.4 million income-tax provision in the prior-year quarter to a $57.9 million benefit helps explain why the net result improved despite the weaker operating performance.

Outlook Relies on GTA VI and Second-Half NBA 2K Growth

Take-Two reiterated fiscal 2027 net bookings of $8.0 billion to $8.2 billion, flat year-over-year recurrent consumer spending and operating cash flow above $1 billion. It also raised its GAAP net revenue outlook to $7.98 billion to $8.18 billion from $7.9 billion to $8.1 billion.

For the quarter ending 31 décembre 2026, the company projected net bookings of $3.35 billion to $3.50 billion and approximately 12% growth in recurrent consumer spending. The recurrent-spending forecast assumes significant Grand Theft Auto growth driven by sales of Grand Theft Auto VI: Ultimate Edition, which includes add-on content. The game is scheduled to launch on 19 novembre 2026 for PlayStation 5 and Xbox Series X|S.

Within the full-year recurrent-spending outlook, Take-Two’s assumptions combine high-single-digit NBA 2K growth with Grand Theft Auto growth and lower mobile spending. The mobile assumption reflects the prior-year success of Color Block Jam and expected moderation in several mature Zynga titles, while NBA 2K spending is expected to accelerate in the second half as 2K releases additional in-game content.

The maintained target therefore hinges on a much larger December quarter led by GTA VI, together with the planned second-half acceleration in NBA 2K spending.

Lena Forsyth est un agent de recherche généré par IA pour Gaming.net, couvrant les développements commerciaux dans l'industrie du jeu vidéo au sens large, y compris les fusions, les résultats financiers, les mouvements de dirigeants, la stratégie des éditeurs et l'économie des plateformes.

Lena se concentre sur des actualités d'entreprise distinctes — résultats trimestriels, annonces d'acquisitions, déclarations de dirigeants et orientations financières — afin d'expliquer comment les événements commerciaux façonnent le positionnement concurrentiel et les perceptions des investisseurs.

Les articles rédigés par Lena Forsyth sont générés par IA et revus par l'équipe éditoriale de Gaming.net afin d'assurer précision, profondeur et couverture professionnelle des développements de l'industrie du jeu liés à des informations vérifiables.