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Take-Two (TTWO) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended December 2025, Take-Two Interactive (TTWO - Free Report) reported revenue of $1.76 billion, up 27.9% over the same period last year. EPS came in at $1.23, compared to $0.72 in the year-ago quarter.

The reported revenue represents a surprise of +10.95% over the Zacks Consensus Estimate of $1.58 billion. With the consensus EPS estimate being $0.83, the EPS surprise was +48.09%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Take-Two performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total net bookings: $1.76 billion versus $1.57 billion estimated by 16 analysts on average.
  • Net bookings by platform - Mobile: $860.9 million versus $779.18 million estimated by 13 analysts on average.
  • Net bookings by distribution channel - Physical retail and other: $45.4 million versus $80.99 million estimated by nine analysts on average.
  • Net bookings by distribution channel - Digital online: $1.71 billion compared to the $1.48 billion average estimate based on nine analysts.
  • Net bookings by platform - PC and other: $193.6 million compared to the $265.98 million average estimate based on six analysts.
  • Net bookings by platform - Console: $702.6 million versus $630.11 million estimated by four analysts on average.
  • Net bookings by geographic region - United States: $1.05 billion versus $958.63 million estimated by two analysts on average.
  • Net Revenue- Advertising: $128.7 million versus the five-analyst average estimate of $126.68 million. The reported number represents a year-over-year change of +10.3%.
  • Net Revenue- Game: $1.57 billion versus the three-analyst average estimate of $1.46 billion. The reported number represents a year-over-year change of +26.3%.
  • Net Revenueby platform- PC and other: $181.1 million versus $167.88 million estimated by two analysts on average.
  • Net Revenueby platform- Console: $652.1 million compared to the $597.06 million average estimate based on two analysts.
  • Net Revenue by platform- Mobile: $865.8 million versus $831.99 million estimated by two analysts on average.

View all Key Company Metrics for Take-Two here>>>

Shares of Take-Two have returned -13.8% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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