Video game publisher Take Two (NASDAQ:TTWO) will be reporting results this Thursday after market close. Here’s what investors should know.
Take-Two beat analysts’ revenue expectations last quarter, reporting revenues of $1.76 billion, up 27.9% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ EBITDA estimates but full-year EBITDA guidance missing analysts’ expectations significantly.
Is Take-Two a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Take-Two’s revenue to decline 1.5% year on year, a reversal from the 17.3% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Take-Two has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Take-Two’s peers in the consumer internet segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Electronic Arts delivered year-on-year revenue growth of 3.6%, missing analysts’ expectations by 7.5%, and Sea reported revenues up 43.2%, topping estimates by 9.9%. Electronic Arts’s stock price was unchanged after the resultswhile Sea was up 10.2%.
Read our full analysis of Electronic Arts’s results here and Sea’s results here.
AI fears in late 2025 triggered a rotation into safer assets, but the US-Iran conflict in spring 2026 shifted anxiety from disruption to geopolitical risk. While some of the consumer internet stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 9.5% on average over the last month. Take-Two is up 10% during the same time and is heading into earnings with an average analyst price target of $277.06 (compared to the current share price of $238.50).
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