Take-Two Interactive Software, Inc.
TTWO
Market Cap$36.11B
Close$
Earnings Call Q3 2025
February 6, 2025 - AI Summary
Strong Third-Quarter Performance: Take-Two Interactive reported net bookings of $1.37 billion for Q3 FY2025, within guidance and driven by strong performance from NBA 2K, which exceeded forecasts. Recurrent consumer spending grew 9% YOY, accounting for 79% of net bookings, with notable performance from NBA 2K (30% growth) and mobile franchises like Tune Blast and Match Factory.
Fiscal Year 2025 Guidance Reaffirmed: The company is maintaining its full-year net bookings guidance of $5.55 to $5.65 billion, representing a 5% growth compared to FY2024. The largest contributors are expected to be NBA 2K, the Grand Theft Auto series, and mobile titles, alongside new releases like Sid Meier's Civilization VII and the upcoming Grand Theft Auto VI.
Challenges in Mobile Sector: While recurrent consumer spending from mobile increased mid-single digits, it fell short of low double-digit growth expectations due to underperformance in certain legacy titles like Empires and Puzzles and ongoing trends impacting hyper-casual games. Take-Two remains optimistic about Zynga’s future and new title launches that could invigorate the mobile portfolio.
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$72.66
64.5% downside
Current Fair Value
64.5% downsideOvervalued by 64.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $36.11 Billion |
|---|---|
| Enterprise Value | $37.02 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-22.01 |
| Beta | 0.82 |
| Outstanding Shares | 175,400,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -9.82 |
|---|---|
| PEG | -26.76 |
| Price to Sales | 6.6 |
| Price to Book Ratio | 6.39 |
| Enterprise Value to Revenue | 6.79 |
| Enterprise Value to EBIT | -75.38 |
| Enterprise Value to Net Income | -11 |
| Total Debt to Enterprise | 0.06 |
| Debt to Equity | 0.37 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Take-Two Interactive Software, Inc.
5,800 employees
CEO: Strauss Zelnick Headquartered in New York City, Take-Two Interactive Software, is a leading developer, publisher and marketer of interactive entertainment for consumers around the globe. Take-Two Interactive Software develops and publish products princi...