35 slides from Take-two Interactive Software's investor presentation, August 2026
Slide 1: Take-Two Interactive Software, Inc.
TAKE-TWO INTERACTIVE SOFTWARE, INC. (NASDAQ: TTWO) AUGUST 2026
Slide 2: Cautionary Note: Forward-Looking Statements
CAUTIONARY NOTE: FORWARD-LOOKING STATEMENTS The statements contained herein, which are not historical facts, including statements relating to Take-Two Interactive Software, Inc.'s ("Take- Two," the "Company," "we," "us," or similar pronouns) outlook, are considered forward-looking statements under f
Slide 3: Company Overview
COMPANY OVERVIEW Leading multi-platform developer, publisher and marketer of interactive entertainment, the strongest growth segment of the entertainment industry CONSOLE X X PC X X MOBILE X X X 3
Slide 4: Our Approach
OUR APPROACH our Create hit entertainment experiences delivered on every platform relevant to our audience through a variety of sound business models. STRATEGY isourplanto..... achieve our vision Attract and retain Develop robust incroneatecaia’ Identify and lead new the best talent in paradigms and
Slide 5: Our Long-Tenured Management Team
OUR LONG-TENURED MANAGEMENT TEAM STRAUSS KARL LAINIE DAN ZELNICK SLATOFF GOLDSTEIN EMERSON CHAIRMAN AND CEO PRESIDENT CFO CHIEF LEGAL OFFICER 19 Years 19 Years 22 Years 21 Years With Take-two With Take-two With Take-two With Take-two 5
Slide 6: Diverse Portfolio of Industry-Leading Intellectual Property
DIVERSE PORTFOLIO OF INDUSTRY-LEADING INTELLECTUAL PROPERTY 15 FRANCHISES WITH INDIVIDUAL TITLES THAT HAVE SOLD-IN OVER 5 MILLION UNITS MOBILE PORTFOLIO OF ICONIC FOREVER FRANCHISES WITH OVER 10 BILLION DOWNLOADS
Slide 7: Expanded Development Capacity
EXPANDED DEVELOPMENT CAPACITY We have significantly expanded our development staff headcount to support our pipeline, which is the strongest and most diverse in our company’s history. DEVELOPMENT STUDIO STAFF HEADCOUNT * 10,096 9,998 9,639 8,894 Includes additional development headcount following Zy
Slide 8: Expanding Market Opportunity
EXPANDING MARKET OPPORTUNITY GLOBAL VIDEO GAME MARKET: FIVE-YEAR FORECAST (In Billions) $234B $218B $225B $197B $208B 2025 2026E 2027E 2028E 2029E Mobile (ex Advertising) Digital PC Digital Console Physical SW (Console + PC) 8 Source: IDG Consulting, August 2026. Excludes hardware and mobile adverti
Slide 9: Strong Industry Dynamics
STRONG INDUSTRY DYNAMICS Estimated 64% ~$167 BILLION of U.S. population plays video games in-app purchase gross revenue across 3.6 BILLION iOS and Google Play in 2025 global video game players in 2025 Interactive entertainment market estimated to reach There were nearly ~$208 149 BILLION new mobile
Slide 10: Rockstar Games
ROCKSTAR GAMES • Groundbreaking blockbuster titles • Focused on internally owned and developed IP • 10 internal studios
Slide 11: Rockstar Games: Diverse Portfolio of Owned Intellectual Property (GTA)
ROCKSTAR GAMES: DIVERSE PORTFOLIO OF INDUSTRY-LEADING OWNED INTELLECTUAL PROPERTY THE GRAND THEFT AUTO SERIES • One of the most successful, iconic and critically acclaimed brands in all of entertainment • Franchise has sold-in nearly 475 million units • GTA VI launching November 19, 2026. Rockstar G
Slide 12: Rockstar Games: Red Dead Redemption Series
ROCKSTAR GAMES: DIVERSE PORTFOLIO OF INDUSTRY-LEADING OWNED INTELLECTUAL PROPERTY THE RED DEAD REDEMPTION SERIES • Series has sold-in nearly 116M units worldwide • Red Dead Redemption 2 sold-in over 87M units • Red Dead Redemption 2: #3 best-selling title of the past 8 years in the US based on both
Slide 13: Rockstar Games: Max Payne, L.A. Noire, Midnight Club
ROCKSTAR GAMES: DIVERSE PORTFOLIO OF INDUSTRY-LEADING OWNED INTELLECTUAL PROPERTY MAX PAYNE L.A. NOIRE MIDNIGHT CLUB • Rockstar Games’ most technologically • Utilized revolutionary facial animation • The Midnight Club franchise created the sophisticated and cinematic action- technology and deep stor
Slide 14: 2K
2K • Sports, shooter, action, role-playing and strategy titles • Owned IP and long-term licensed brands • 9 wholly owned studios
Slide 15: NBA 2K Franchise
NBA 2K FRANCHISE BEST-SELLING One of the basketball simulation property based TOP on dollar sales CONTRIBUTORS and units in the world* to TTWO’s recurrent consumer spending Franchise has sold-in nearly 175 MILLION units worldwide FRANCHISE EXTENDED with NBA 2K Online One of the and NBA 2K ALL-STARS
Slide 16: 2K: Core Intellectual Property
2K: DIVERSE PORTFOLIO OF INDUSTRY-LEADING INTELLECTUAL PROPERTY: CORE BORDERLANDS MAFIA • Critically acclaimed, shooter-looter title • Mafia: The Old Country was released • with 100M+ franchise unit sales on August 8, 2025 • Borderlands 3 is 2K’s fastest selling title • Prior to launch, over 2.9M ga
Slide 17: 2K: Sports Intellectual Property
2K: DIVERSE PORTFOLIO OF INDUSTRY-LEADING INTELLECTUAL PROPERTY: SPORTS WWE 2K26 • In March 2026, 2K and Visual Concepts released WWE 2K26, which was critically well-received, including Metacritic scores of 81 on Nintendo Switch 2 and 80 on PC. • The title boasts improvements and additions to every
Slide 18: Zynga
ZYNGA • Pioneer in social gaming and a leading mobile game publisher • Diverse portfolio of highly-engaging, top-grossing games that has been downloaded over 10 billion times on mobile • Global player base across 175+ countries • Successful track record of M&A execution
Slide 19: Leading Portfolio of Mobile Games
LEADING PORTFOLIO OF MOBILE GAMES CSR Racing 2 Empires & Puzzles FarmVille 3 Studio: NaturalMotion Studio: Small Giant Games Studio: Zynga Launch: 2016* Launch: 2017 Launch: 2021** A visually stunning, fast-paced racing, game A blend of approachable match-3 battles and A franchise of games where pla
Slide 20: Leading Portfolio of Mobile Games
LEADING PORTFOLIO OF MOBILE GAMES Words With Friends Zynga Poker Studio: Zynga Studio: Zynga Social Slots Launch: 2017* Launch: 2007 Studio: Zynga A word game featuring friendly competition that An exciting card game that allows players to A portfolio of slots games that deliver players allows playe
Slide 21: Approach to Live Services
APPROACH TO LIVE SERVICES PROVEN FORMULA Acquisition + Engagement + Retention + Monetization = Lifetime Value Through our unique approach, user acquisition spend is allocated among studios by delivering bold beats that hit key KPIs OUR APPROACH STRONG EXPERTS DIVERSIFIED GAME TEAMS IN FREE-TO-PLAY P
Slide 22: Diversified Live Services Portfolio
DIVERSIFIED LIVE SERVICES PORTFOLIO PROVEN BRANDS ACROSS POPULAR CATEGORIES ACTION STRATEGY CASUAL INVEST EXPRESS SOCIAL CASINO BOLD BEAT STRATEGY Bold Beats are new content and game play modes designed to attract new audiences, deepen engagement for current players, and bring back lapsed players Ou
Slide 23: Shift to Hybrid Series
SHIFT TO HYBRID SERIES Continuing to develop and support its leading hyper-casual portfolio, Rollic has evolved their unique development process to expand with a hybrid+ catalog focusing on longer lasting engagement in individual 3.9B+ ROLLIC LIFETIME DOWNLOADS titles. COLOR BLOCK JAM This hybrid se
Slide 24: Our Strategies to Drive Growth
OUR STRATEGIES TO DRIVE GROWTH
Slide 25: Our Strategy Is Our Plan to Achieve Our Vision
OUR STRATEGY IS OUR PLAN TO ACHIEVE OUR VISION Create hit entertainment experiences delivered on every platform relevant to our audience through a variety of sound business models. Attract and retain the Identify and lead new Develop robust player best talent in the Increase scale Increase profitabi
Slide 26: Investing in the Strongest Development Pipeline in the Company's History
INVESTING IN THE STRONGEST DEVELOPMENT PIPELINE IN THE COMPANY’S HISTORY * FY27-29 release estimates provided as of May 21, 2026. ** Several changes have been made from the prior count provided in May 2025: 1) New title categories are provided on Slide 27; 2) in the interest of precision, we are now
Slide 27: Pipeline Definitions
PIPELINE DEFINITIONS MOBILE Any title released on a mobile platform. In the interest of precision, we are now only counting mobile games in our pipeline that have been specifically scheduled for worldwide launch within the three-year window. Excludes hyper-casual games. SPORTS All sports titles. COR
Slide 28: Continued Focus on M&A to Enhance Growth Potential
CONTINUED FOCUS ON M&A TO ENHANCE GROWTH POTENTIAL AND DELIVER LONG-TERM SHAREHOLDER VALUE RECENT ACQUISTIONS (Hookbang) (FiveM) 2021 2022 2023 2024 2025 FY FY FY FY FY 28
Slide 29: Our Operating Performance
OUR OPERATING PERFORMANCE
Slide 30: Driving Long-Term Net Bookings Growth
DRIVING LONG-TERM NET BOOKINGS GROWTH ($ in Millions) $6,721 $5,648 $1,477 $5,284 $5,333 Reflects our transformative combination with Zynga $1,149 $1,186 $1,147 $3,408 $1,228 $5,244 $4,186 $4,499 $4,098 $2,180 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Full Game & Other Sales Recurrent Consumer Spendin
Slide 31: Net Bookings Are Diversified Across Various Platforms
NET BOOKINGS ARE DIVERSIFIED ACROSS VARIOUS PLATFORMS ($ in Millions) % OF FY2025 NET BOOKINGS $6,721 MOBILE: 49% $5,648 PC AND OTHER: $5,284 $5,333 11% $3,301 $2,872 $2,502 $2,758 $3,408 $405 $733 CONSOLE: 40% $563 $602 $609 $425 $2,687 $2,440 $2,180 $2,150 $2,167 FY 2022 FY 2023 FY 2024 FY 2025 FY
Slide 32: Our Culture
OUR CULTURE We seek excellence in everything we do. We are ambitious, we persevere, we aim to win. We believe that best-in-class performance is consistent with mutual respect and kindness
Slide 33: Our Recognitions
OUR RECOGNITIONS America’s Greatest Workplaces World’s Best America’s Best Midsize for Inclusion Employers Companies 2025 2025 2025 America’s Greatest Workplaces America’s Dream for Culture, Belonging & Employers Community 2025 2026 America’s Most Admired America’s Best Midsize Workplaces Employers
Slide 34: Giving Back at Take-Two
GIVING BACK AT TAKE-TWO We recognize our responsibility and capacity to help be a force for good within our society. Whether supporting international, national, or local organizations in the areas where we operate, our Company’s efforts include: • Industry-wide initiatives led by the Entertainment S
Slide 35: Thank You
THANK YOU TAKE-TWO INTERACTIVE