Take-Two Interactive Software, Inc. · NASDAQ:TTWO
Take-Two Interactive Software — Investor Presentation (November 2026)
35 slides from Take-Two Interactive Software's investor presentation, November 2026
Slide 1: Take-Two Interactive Software, Inc.
NOVEMBER 2026 TAKE-TWO INTERACTIVE SOFTWARE, INC. (NASDAQ: TTWO)
Slide 2: Cautionary Note: Forward-Looking Statements
CAUTIONARY NOTE: 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 federal securities laws and
Slide 3: Company Overview
COMPANY OVERVIEW CONSOLE PC MOBILE • • • Leading multi-platform developer, • • • publisher and marketer of interactive entertainment, the strongest growth segment of the entertainment industry • 3
Slide 4: Our Approach
OUR APPROACH Strategy 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 Develop robust Increase scale Identify and lead the best talent in player rela
Slide 5: Our Long-Tenured Management Team
OUR LONG-TENURED MANAGEMENT TEAM STRAUSS ZELNICK KARL SLATOFF LAINIE GOLDSTEIN DAN 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 OVER 5 MILLION UNITS MOBILE PORTFOLIO OF ICONIC FOREVER FRANCHISES WITH OVER 10 BILLION DOWNLOADS 6
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 OUTLOOK (In Billions) $225B $234B $218B $208B $197B 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 advertis
Slide 9: Strong Industry Dynamics
STRONG INDUSTRY DYNAMICS Estimated 64% ~$167 BILLION of U.S. population plays 3.6 BILLION video games in-app purchase gross revenue across iOS and Google Play in 2025 global video game players in 2025 Interactive entertainment market estimated to reach There were nearly ~$208 149 BILLION ~130 MILLIO
Slide 10: Rockstar Games
ROCKSTAR GAMES ● Groundbreaking blockbuster titles ● Focused on internally owned and developed IP ● 10 internal studios
Slide 11: Rockstar Games: Grand Theft Auto Series
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 nearly 480 million units • The launch of Grand Theft Auto VI on November 19t
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 over 118M units worldwide • Red Dead Redemption 2 sold over 89M units • Red Dead Online free with every copy of Red Dead Redemption 2 • Released standalone version of Re
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 sophisticated • Utilized revolutionary facial animation technology and • The Midnight Club franchise created the open-city and cinematic action-
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 on dollar sales and units in the world* TOP CONTRIBUTORS to TTWO’s recurrent consumer spending Franchise has sold over 175 MILLION units worldwide FRANCHISE EXTENDED with NBA 2K Online One of the and NBA 2K ALL-STARS (both
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 on August 8, 2025 • with 100M+ franchise unit sales, Borderlands 3 is 2K’s fastest • Prior to launch, over 2.9M gamers wishlisted
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 g
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 allowing A blend of approachable match-3 battles and deeper A franchise of
Slide 20: Leading Portfolio of Mobile Games
LEADING PORTFOLIO OF MOBILE GAMES Words With Friends Zynga Poker Social Slots Studio: Zynga Studio: Zynga Studio: Zynga Launch: 2017* Launch: 2007 A word game featuring friendly competition that allows An exciting card game that allows players to experience the A portfolio of slots games that delive
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: Increasing Engagement
INCREASING ENGAGEMENT Continuing to develop and support its leading hyper-casual portfolio, Rollic has evolved their unique development process to focus on longer lasting engagement in individual titles. 3.9B+ ROLLIC LIFETIME DOWNLOADS COLOR BLOCK JAM This strategic approach builds on Rollic’s uniqu
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. IDENTIFY AND LEAD NEW PARADIGMS ATTRACT AND RETAIN THE BEST TALENT DEVELOP ROBUST PLAYER INCREASE SCALE INCREASE PROFIT
Slide 26: Investing in the Strongest Development Pipeline in the Company's History
INVESTING IN THE STRONGEST DEVELOPMENT PIPELINE IN THE COMPANY’S HISTORY TITLES ANNOUNCED TO-DATE FY 2027 - FY 2029* ● CSR 3 (Zynga) - TBA 3 ● Top Goal (Zynga) - TBA Mobile * FY27-29 release estimates provided as of May 21, 2026. ** Several changes have been made from the prior count provided in May
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 ACQUISITIONS (FiveM) (Hookbang) 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 $6,721 ($ in Millions) $5,648 $1,477 $5,284 $5,333 $1,149 Reflects our transformative combination $1,147 $1,186 with Zynga $3,408 $1,228 $5,244 $4,499 $4,098 $4,186 $2,180 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Recurrent Consumer Spending Full Game & Other Sale
Slide 31: Net Bookings Are Diversified Across Various Platforms
NET BOOKINGS ARE DIVERSIFIED ACROSS VARIOUS PLATFORMS % OF FY2026 ($ in Millions) NET BOOKINGS $6,721 $5,648 $5,284 $5,333 MOBILE: 49% $3,301 $2,872 $2,502 $2,758 $3,408 PC AND OTHER: $405 11% $733 $563 $602 $425 $609 CONSOLE: 40% $2,440 $2,687 $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 America's Best America's Best Best Companies for the America's Most Workplaces for Culture, Midsize Employers Companies Future Innovative Businesses Belonging & Community 2026 • #129 2026 2026 2027 2026 Best Employers for New World's Best Companies America's Great
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 Software — Investor Presentation (November 2026) on 6ix