- Take-Two Interactive reported net bookings of $1.37 billion, slightly below the estimated $1.39 billion.
- Digital Online net bookings totaled $1.32 billion compared to the expected $1.35 billion.
- Physical Retail and Other net bookings were $49.4 million, missing the estimate of $57 million.
- Console net bookings surpassed expectations at $538.0 million, over the $496.4 million estimate.
- Mobile net bookings were $709.5 million, below the forecast of $766.9 million.
- PC and other net bookings exceeded estimates with $125.9 million compared to an expected $118 million.
- US net bookings were $841.8 million, while international net bookings were $531.6 million.
- Total net revenue was reported at $1.36 billion, falling short of the estimated $1.41 billion.
- R&D expenses were recorded at $240.9 million, slightly below the estimated $244.8 million.
- The operating loss was $132.1 million, which was greater than the estimated loss of $120 million.
- The company maintains its fiscal year 2025 outlook for net bookings between $5.55 billion and $5.65 billion.
- Significant performance in NBA 2K helped offset declines in several mobile franchises.
- Take-Two’s operating results for the quarter were boosted by timing shifts in expenses.
- The company has 27 ‘buys’, 3 ‘holds’, and 1 ‘sell’ recommendations from analysts.
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Take Two Interactive Software, Inc on Smartkarma
Analysts on Smartkarma are bullish on Take-Two Interactive Software, Inc, citing key growth drivers in the mobile gaming sector. Baptista Research highlights the company’s strong performance in the second quarter of fiscal year 2025. With net bookings of $1.47 billion, driven by successful franchises like Grand Theft Auto and Borderlands, Take-Two Interactive Software is seen as leveraging the mobile gaming space for significant growth.
Moreover, Baptista Research notes that Take-Two Interactive Software has a promising future with a robust pipeline of new games. The company’s first-quarter net bookings of $1.2 billion met expectations, showcasing a steady start to fiscal year 2025. Analysts anticipate continued growth through fiscal years 2026 and 2027, emphasizing the potential of new game releases as key growth catalysts. Baptista Research‘s evaluation using a Discounted Cash Flow approach aims to provide insights into Take-Two Interactive Software’s valuation amidst these positive growth prospects.
A look at Take Two Interactive Software, Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 1 | |
| Growth | 2 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 2.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts provide a positive long-term outlook for Take-Two Interactive Software, Inc, a company that develops and markets interactive entertainment software. While the company’s value and dividend scores are moderate, its growth, resilience, and momentum scores are notably strong. Take-Two’s robust momentum score suggests a favorable position for potential growth and market performance in the foreseeable future.
With a focus on console systems, handheld gaming systems, and personal computers, including smartphones and tablets, Take-Two leverages various distribution channels such as physical retail, digital download, and online services. The company’s emphasis on innovation and adaptability in the gaming industry contributes to its resilience and growth prospects, making it an intriguing investment choice as indicated by the Smartkarma Smart Scores.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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