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Mobile’s lead narrows at Take-Two, but still represents over half its earnings
📰 Vikki Blake
👤 Vikki Blake
🕒 2026-08-10 16:54:32
AI 摘要 · 其他
移动业务重复消费收入同比下降7%，但《Toon Blast》和《Words With Friends》年同比增长8%，《Top Eleven》增长15%
Total net bookings dipped 3% year-on-year in Take-Two’s fiscal Q1, with mobile’s share of the business shrinking as console grew.
Mobile remained Take-Two’s single biggest platform in its
fiscal first quarter
, but its share of the business shrunk a little.
Overall, the publisher’s net bookings hit $1.39bn for the three months to June 30, down 3% year-on-year but above the high end of guidance, driven by what CEO Strauss Zelnick called “the outperformance of NBA 2K and the Grand Theft Auto series” on the
earnings call
.
Mobile contributed $739.5m of that, or 53% of the total – down from 56% a year earlier – with mobile recurrent consumer spending down 7% for the quarter.
Zelnick attributed the dip largely to a tough comparison against Color Block Jam’s breakout prior-year debut. Asked directly about a mobile slowdown, he
said
, “No, it’s really not what we’re seeing,” adding only, “a bit of pressure on user acquisition.”
Console grew to 38% of net bookings (up from 33%), helped by NBA 2K and the Borderlands franchise. “PC and other” made up the remaining 9% of net bookings, down from 11%, according to the
company’s results
.
Elsewhere in mobile, Toon Blast and Words With Friends net bookings both grew 8% year-on-year, while Top Eleven was up 15%. Take-Two also pointed to its mobile direct-to-consumer push, which Zelnick said has had “a material effect positive on our margins in the Mobile business.”
Take-Two posted a GAAP net loss of $34.1m for the quarter, compared to $11.9m a year ago, partly due to a $43m impairment charge after the company scrapped an unannounced third-party title in development.
The company reiterated its fiscal 2027 net bookings guidance of $8–8.2bn, anchored by the November 19 launch of Grand Theft Auto VI, which Zelnick said has had “an exceptional start to preorders” – though he cautioned “we haven’t sold one unit yet. You can cancel a preorder.”
Mobile remained Take-Two’s single biggest platform in its
fiscal first quarter
, but its share of the business shrunk a little.
Overall, the publisher’s net bookings hit $1.39bn for the three months to June 30, down 3% year-on-year but above the high end of guidance, driven by what CEO Strauss Zelnick called “the outperformance of NBA 2K and the Grand Theft Auto series” on the
earnings call
.
Mobile contributed $739.5m of that, or 53% of the total – down from 56% a year earlier – with mobile recurrent consumer spending down 7% for the quarter.
Zelnick attributed the dip largely to a tough comparison against Color Block Jam’s breakout prior-year debut. Asked directly about a mobile slowdown, he
said
, “No, it’s really not what we’re seeing,” adding only, “a bit of pressure on user acquisition.”
Console grew to 38% of net bookings (up from 33%), helped by NBA 2K and the Borderlands franchise. “PC and other” made up the remaining 9% of net bookings, down from 11%, according to the
company’s results
.
Elsewhere in mobile, Toon Blast and Words With Friends net bookings both grew 8% year-on-year, while Top Eleven was up 15%. Take-Two also pointed to its mobile direct-to-consumer push, which Zelnick said has had “a material effect positive on our margins in the Mobile business.”
Take-Two posted a GAAP net loss of $34.1m for the quarter, compared to $11.9m a year ago, partly due to a $43m impairment charge after the company scrapped an unannounced third-party title in development.
The company reiterated its fiscal 2027 net bookings guidance of $8–8.2bn, anchored by the November 19 launch of Grand Theft Auto VI, which Zelnick said has had “an exceptional start to preorders” – though he cautioned “we haven’t sold one unit yet. You can cancel a preorder.”