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Borderlands cover

Borderlands

GameBy Gearbox Software · Released Oct 20, 2009

Documents about Borderlands

Cover of Take-Two Interactive Q3 Fiscal Year 2025 Earnings Results
Financial report6 pages

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 InteractiveFeb 2025
Cover of Take-Two Interactive Investor Presentation: February 2025
Financial report38 pages

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.
Take-Two InteractiveFeb 2025
Cover of Third Quarter Fiscal 2025 Results and Guidance Summary
Financial report17 pages

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.
Take-Two InteractiveFeb 2025
Cover of Take-Two Interactive Q2 Fiscal Year 2025 Conference Call
Financial report6 pages

Take-Two Interactive Q2 Fiscal Year 2025 Conference Call

Take-Two Interactive’s second quarter fiscal year 2025 results demonstrate strong financial performance, with net bookings reaching $1.47 billion, hitting the top end of the company’s guidance range.

  • Take-Two Interactive reported Q2 fiscal 2025 net bookings of $1.47 billion, maintaining full-year guidance of $5.55 to $5.65 billion and projecting record-level bookings for fiscal years 2026 and 2027.
  • Grand Theft Auto VI is scheduled for release in the fall of 2025, supported by a pipeline that includes Borderlands 4 and Mafia: The Old Country.
  • Recurrent consumer spending remains the company's primary revenue driver, accounting for 81% of total net bookings during the quarter.
Take-Two InteractiveNov 2024
Cover of Take-Two Interactive Reports Results for Fiscal Second Quarter 2025
Financial report24 pages

Take-Two Interactive Reports Results for Fiscal Second Quarter 2025

Take-Two Interactive’s fiscal second-quarter 2025 results demonstrate a strategic transition period characterized by significant revenue growth and narrowing net losses.

  • Take-Two Interactive reported $1.47 billion in net bookings for fiscal Q2 2025, driven by the Grand Theft Auto and Borderlands franchises.
  • The company projects a return to positive EBITDA by the end of the fiscal year on March 31, 2025, despite reporting a $365.5 million net loss for the quarter.
  • Mobile gaming has become the company's primary revenue driver, now accounting for 55% of total revenue and offsetting declines in console performance.
Take-Two InteractiveNov 2024
Cover of Take-Two Interactive Investor Presentation: November 2024
Financial report41 pages

Take-Two Interactive Investor Presentation: November 2024

Take-Two Interactive is positioned to capitalize on the sustained expansion of the global interactive entertainment market, which is forecasted to reach a valuation of $235 billion by 2027.

  • Mobile gaming is now the company's primary revenue driver, accounting for 52% of total net bookings and 64% of recurrent consumer spending.
  • The company is leveraging its Zynga acquisition to integrate live-service expertise across its portfolio, aiming to maximize consistent revenue generation.
  • A workforce of nearly 9,600 employees is currently focused on a development pipeline headlined by the upcoming release of Grand Theft Auto VI.
Take-Two InteractiveNov 2024
Cover of Take-Two Interactive Second Quarter Fiscal 2025 Results and Guidance Summary
Financial report17 pages

Take-Two Interactive Second Quarter Fiscal 2025 Results and Guidance Summary

Take-Two Interactive’s second quarter fiscal 2025 results demonstrate a period of stable performance characterized by strong engagement in key franchises and a strategic focus on long-term growth.

  • Take-Two Interactive reported Q2 fiscal 2025 net bookings of $1.47 billion, hitting the upper end of its guidance range.
  • The company reaffirmed its full-year fiscal 2025 net bookings guidance of $5.55 billion to $5.65 billion, with the release of Grand Theft Auto VI scheduled for fall 2025.
  • Recurrent consumer spending grew 6% year-over-year, leading management to raise its full-year growth forecast for this metric to 4%.
Take-Two InteractiveNov 2024
Cover of Take-Two Interactive Q1 Fiscal Year 2025 Conference Call
Financial report7 pages

Take-Two Interactive Q1 Fiscal Year 2025 Conference Call

Take-Two Interactive’s first quarter fiscal year 2025 results demonstrate a stable start to the year, with the company maintaining its full-year financial outlook while preparing for a significant multi-year growth cycle.

  • Take-Two Interactive confirmed the launch of Grand Theft Auto VI for fall 2025 as the cornerstone of its multi-year growth strategy.
  • The company reported $1.22 billion in net bookings for Q1 fiscal year 2025, with 83% of that total derived from recurrent consumer spending.
  • Flagship titles continue to show long-term durability, with Grand Theft Auto V surpassing 200 million units sold and Red Dead Redemption 2 exceeding 65 million units.
Take-Two InteractiveAug 2024
Cover of Take-Two Interactive Investor Presentation: August 2024
Financial report44 pages

Take-Two Interactive Investor Presentation: August 2024

Take-Two Interactive operates as a dominant force in the global interactive entertainment market, leveraging a vast portfolio of industry-leading intellectual property to drive long-term consumer engagement and financial growth.

  • Take-Two is scheduled to release Grand Theft Auto VI in the fall of 2025, serving as the primary driver for future growth.
  • Mobile platforms now account for over 50% of total net bookings and 64% of recurrent consumer spending, following the acquisitions of Zynga and Rollic.
  • The NBA 2K franchise has reached nearly 150 million units in lifetime sales, anchoring the company's console and PC financial performance.
Take-Two InteractiveAug 2024
Cover of Take-Two Interactive Investor Presentation: May 2024
Financial report44 pages

Take-Two Interactive Investor Presentation: May 2024

Take-Two Interactive is strategically positioning itself to capture a significant share of the global interactive entertainment market, which is forecasted to reach $235 billion by 2027.

  • Take-Two identifies the upcoming release of Grand Theft Auto VI as the primary catalyst for future financial growth and market leadership.
  • The mobile sector now accounts for more than 50% of Take-Two’s total net bookings, driven by the company's multi-label structure including Zynga.
  • Take-Two is positioning its portfolio to capture share in the global interactive entertainment market, which is projected to reach $235 billion by 2027.
Take-Two InteractiveMay 2024
Cover of Take-Two Interactive Investor Presentation: February 2024
Financial report45 pages

Take-Two Interactive Investor Presentation: February 2024

Take-Two Interactive occupies a dominant position in the global interactive entertainment industry, maintaining a diverse portfolio of intellectual property that spans console, PC, and mobile platforms.

  • Take-Two Interactive has scheduled the release of Grand Theft Auto VI for 2025, positioning the title as the primary catalyst for long-term financial growth and margin expansion.
  • The integration of Zynga is expected to deliver $500 million in annual net bookings growth and $100 million in cost synergies through operational efficiencies and mobile-focused data strategies.
  • The company maintains a record-high development workforce of nearly 9,000 employees to support its portfolio of major franchises, including Rockstar Games and 2K labels.
Take-Two InteractiveFeb 2024
Cover of Take-Two Interactive November 2023
Financial report45 pages

Take-Two Interactive November 2023

Take-Two Interactive occupies a dominant position in the global video game industry, which is forecasted to reach a valuation of $246 billion by 2027.

  • Mobile operations accounted for 47% of Take-Two’s total net bookings in fiscal year 2023, driven largely by the integration of Zynga.
  • The company is targeting over $500 million in annual net bookings from its mobile segment, supported by $100 million in projected cost synergies.
  • Take-Two’s growth strategy relies on a portfolio of flagship intellectual property, including Grand Theft Auto, Red Dead Redemption, NBA 2K, and Borderlands.
Take-Two InteractiveNov 2023