Borderlands 4
GameBy Gearbox Publishing
Documents about Borderlands 4
Investor Presentation: February 2026
Take-Two Interactive enters 2026 positioned for unprecedented growth, driven by a record development pipeline and the strategic integration of its mobile and console divisions.
- Take-Two Interactive has scheduled the release of Grand Theft Auto VI for November 19, 2026, as the primary driver for the company's projected growth.
- Mobile gaming now accounts for 51% of the company's $5.6 billion in net bookings for fiscal year 2025, following the strategic integration of Zynga.
- The total addressable market for the gaming industry is expected to reach $199 billion by the end of 2026, supported by a 4% compound annual growth rate in mobile and an install base of 138 million current-generation consoles.
Take-Two Interactive Q2 Fiscal Year 2026 Conference Call
Take-Two Interactive reported record-breaking financial results for the second quarter of fiscal year 2026, ending September 30, 2025.
- Take-Two Interactive officially scheduled the release of Grand Theft Auto VI for November 19, 2026, positioning it as a primary driver for record net bookings in fiscal year 2027.
- The company reported Q2 fiscal 2026 net bookings of $1.96 billion, significantly outperforming the original guidance range of $1.7 to $1.75 billion.
- Management raised the full-year fiscal 2026 net bookings outlook to $6.4–$6.5 billion, reflecting a projected 14% year-over-year growth.
Second Quarter Fiscal 2026 Results & Guidance Summary
Take-Two Interactive’s second-quarter fiscal 2026 financial results demonstrate significant growth, with performance exceeding previous guidance across several key metrics.
- Take-Two Interactive exceeded Q2 fiscal 2026 expectations with $1.961 billion in Net Bookings, significantly outperforming the forecasted $1.700–$1.750 billion range.
- The company raised its full-year fiscal 2026 Net Bookings guidance to $6.4–$6.5 billion, representing a 14% year-over-year growth at the midpoint.
- Recurrent consumer spending (RCS) grew 20% year-over-year, driven by a 45% increase in NBA 2K and mid-teens growth in the mobile segment.
Investor Presentation: November 2025
Take-Two Interactive is currently executing its most ambitious expansion strategy to date, supported by a record development headcount of over 10,000 staff and a pipeline headlined by the scheduled November 19, 2026, launch of Grand Theft Auto VI.
- Take-Two Interactive has scheduled the launch of Grand Theft Auto VI for November 19, 2026, supported by a record development workforce of over 10,000 employees.
- Mobile gaming now accounts for 51% of the company's $5.6 billion in annual net bookings, following the integration of Zynga and a strategic shift toward a mobile-first revenue model.
- The company maintains a strong competitive position with 13 franchises that have each sold over five million units, led by Grand Theft Auto V at 220 million units and Red Dead Redemption 2 at 79 million units.
Take-Two Interactive Software, Inc. Reports Results for Fiscal Second Quarter 2026
Take-Two Interactive demonstrated significant financial momentum during the second quarter of fiscal 2026, characterized by a 33% year-over-year increase in Net Bookings to $1.96 billion.
- Take-Two Interactive scheduled the release of Grand Theft Auto VI for November 19, 2026, anchoring the company's expectation for record Net Bookings in fiscal year 2027.
- Net Bookings for the second quarter of fiscal 2026 rose 33% year-over-year to $1.96 billion, driven by NBA 2K, Borderlands 4, and a strong mobile portfolio.
- The company significantly narrowed its net loss to $133.9 million for the quarter, down from $365.5 million in the same period last year.
Take-Two Interactive Q1 Fiscal Year 2026 Earnings Results
Take-Two Interactive’s first-quarter fiscal year 2026 earnings results demonstrate strong financial momentum, characterized by net bookings exceeding $1.42 billion and outperforming initial guidance.
- Take-Two Interactive reported Q1 fiscal year 2026 net bookings of $1.42 billion, exceeding initial guidance.
- Recurrent consumer spending remains the primary revenue driver, accounting for 83% of total net bookings for the quarter.
- The company raised its full-year fiscal 2026 net bookings outlook to between $6.05 billion and $6.15 billion, representing an 8% growth projection over the previous year.
Take-Two Interactive Q4 Fiscal Year 2025 Conference Call
Take-Two Interactive concluded its 2025 fiscal year with strong financial performance, reporting fourth-quarter net bookings of $1.58 billion, reaching the upper end of its guidance.
- Take-Two Interactive reported $5.65 billion in total net bookings for fiscal year 2025, with a Q4 performance of $1.58 billion.
- Grand Theft Auto VI is confirmed for a fiscal year 2027 release, supported by record-breaking trailer engagement and high consumer anticipation.
- Recurrent consumer spending grew 14% year-over-year in Q4, now accounting for 77% of the company's total net bookings.
Take-Two Interactive Investor Presentation: May 2025
Take-Two Interactive occupies a dominant position in the global interactive entertainment market, underpinned by a diversified portfolio of thirteen major franchises that have each surpassed five million units in lifetime sales.
- Take-Two Interactive generated $5.6 billion in net bookings for fiscal year 2025, supported by a portfolio of thirteen franchises that have each exceeded five million units in lifetime sales.
- Mobile gaming has become the company's primary revenue driver, accounting for 51% of total net bookings.
- The company is targeting sustained growth through fiscal year 2028, anchored by a development pipeline that includes Grand Theft Auto VI, Borderlands 4, and Mafia: The Old Country.
Take-Two Interactive Fourth Quarter and Fiscal 2025 Results and Guidance Summary
Take-Two Interactive’s fiscal 2025 year-end results and fiscal 2026 guidance outline a period of significant financial transition characterized by substantial non-cash impairment charges and a strategic focus on a robust upcoming release pipeline.
- Take-Two Interactive reported a fiscal 2025 net loss of $4.479 billion, primarily driven by substantial non-cash goodwill impairment charges.
- Fiscal 2026 net bookings are projected to range between $5.9 billion and $6 billion, supported by the upcoming releases of Mafia: The Old Country and Borderlands 4.
- Recurrent consumer spending grew by 7% during fiscal 2025, serving as a key performance driver alongside established titles like NBA 2K, Red Dead Redemption, and Grand Theft Auto Online.
Take-Two Interactive Q3 Fiscal Year 2025 Earnings Results
Take-Two Interactive’s third-quarter fiscal year 2025 earnings report highlights a period of solid financial performance, characterized by significant outperformance in the NBA 2K franchise that successfully offset moderation within the company’s mobile gaming portfolio.
- Take-Two Interactive reported Q3 fiscal 2025 net bookings of $1.37 billion, maintaining its full-year guidance of $5.55 to $5.65 billion.
- NBA 2K25 drove significant growth with a 30% increase in recurrent consumer spending and a 20% rise in daily active users.
- Grand Theft Auto V has surpassed 210 million units sold-in, while Red Dead Redemption 2 has reached over 70 million units.
Take-Two Interactive Investor Presentation: February 2025
Take-Two Interactive is positioning itself for sustained long-term growth by leveraging a high-quality portfolio of intellectual property across console, PC, and mobile platforms.
- Take-Two Interactive is prioritizing recurrent consumer spending through live-service operations and data-driven user acquisition across console, PC, and mobile platforms.
- Mobile gaming has become the company's primary revenue driver, accounting for 52% of total net bookings in fiscal year 2024.
- The company is currently executing its largest development pipeline in history, anchored by the upcoming releases of Grand Theft Auto VI and Borderlands 4.
Third Quarter Fiscal 2025 Results and Guidance Summary
Take-Two Interactive’s third-quarter fiscal 2025 results demonstrate a period of mixed performance characterized by strong growth in key sports franchises offset by challenges within the mobile gaming segment.
- Take-Two Interactive maintains its full-year net bookings guidance of $5.55 billion to $5.65 billion, positioning calendar year 2025 as a critical inflection point anchored by the fall release of Grand Theft Auto VI.
- The company reported Q3 fiscal 2025 GAAP net revenue of $1.36 billion and a net loss of $125 million, with operating results exceeding internal expectations due to NBA 2K performance and shifted expense timing.
- Recurrent consumer spending (RCS) grew 9% year-over-year, leading management to raise its full-year RCS growth forecast to 5% based on the sustained success of the NBA 2K franchise.
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