Take-Two Interactive Software, Inc. (TTWO) Q3 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and thank you for joining us today. I'm pleased to report that we delivered another outstanding quarter, including net bookings of $1.76 billion, which surpassed meaningfully the high end of our guidance. All of our labels At the midpoint, our revised net bookings forecast is approximately $725 million above the initial outlook we provided in May 2025, which reflects the creative passion, hard work, and consistent execution of our teams. Turning to highlights from the period, I'll begin with the fantastic performance of our mobile business. Peak's Forever Franchise tune blast grew 43% year over year. surpassed three billion dollars in lifetime net bookings an extraordinary achievement for a title that has been engaging players for more than eight years the game continues to rank among our most valuable franchises showcasing the long-term value of our match 3 portfolio match factory another hit from peak grew approximately 17 over last year the title remains a top contributor two years after its launch affirming our strategy of building a diverse portfolio of games with vast global appeal. Color Block Jam remains Rollick's all-time top performing title and was featured in Apple's 2025 free games list in the U.S., underscoring the title's success. Empires and Puzzles and Words with Friends grew 11% and 6% respectively over last year. Advertising revenues grew 10% over last year, driven by higher average revenue per daily active user, and we're highly confident in the future of this component of the business. 2K's mobile offerings also had another solid quarter, with WWE Supercard surpassing 38 million lifetime downloads, NBA 2K Mobile continuing to expand its audience, NBA 2K26 Arcade Edition holding its top five position on the Apple Arcade charts, and ...