Take-Two Reports Record $1.96B in Q2 Bookings

Take-Two Interactive Software, Inc. reported record second-quarter results, with net bookings of $1.96B, up 33% year-on-year. Despite the strong performance, the company confirmed Grand Theft Auto 6 has been delayed again to Nov. 19, 2026.

For the quarter ending Sept. 30, 2025, Take-Two posted net revenue of $1.77B, a 31% increase from last year. Net loss narrowed to $133.9M from $365.5M in the same period a year ago. CEO Strauss Zelnick said the quarter “vastly exceeded expectations,” marking the best second-quarter performance in the company’s history.

Growth was driven by NBA 2K26, Mafia: The Old Country, and strong mobile performance, which offset a weaker launch for Borderlands 4. The latter faced PC optimization issues, but Zelnick said sales are expected to align with long-term forecasts. Recurrent consumer spending grew 20% and accounted for 73% of total revenue.

Take-Two Q2 results hit record highs while the GTA 6 release date got delayed again

Mobile contributed 46% of total revenue compared to Rockstar’s 15%, led by titles like Toon Blast and Match Factory, both achieving record results. Mobile studio Rollic surpassed 3.8B lifetime downloads and posted new net booking records, while CSR Racing reached $1B in lifetime in-game spending.

GTA 6, initially planned for 2025 and later moved to May 2026, has now been shifted to November 2026. Zelnick said the extra time will ensure the “high level of polish players expect and deserve,” and reaffirmed confidence in Rockstar’s revised schedule.

Following its record quarter, Take-Two raised its full-year net bookings forecast to between $6.4B and $6.5B, a 14% increase from previous guidance. The company expects record results in fiscal 2027.