
Borderlands
GameBy Gearbox Software · Released Oct 20, 2009
Documents about Borderlands
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.
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 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 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 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 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 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 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 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 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.
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