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Take-Two (TTWO) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

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Take-Two Interactive (TTWO - Free Report) reported $1.58 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 0.1%. EPS of $0.80 for the same period compares to $1.09 a year ago.

The reported revenue represents a surprise of +1.9% over the Zacks Consensus Estimate of $1.55 billion. With the consensus EPS estimate being $0.56, the EPS surprise was +42.86%.

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: $1.58 billion versus the 15-analyst average estimate of $1.56 billion.
  • Net bookings by platform - Mobile: $829.1 million compared to the $785.97 million average estimate based on 11 analysts.
  • Net bookings by distribution channel - Physical retail and other: $40 million versus the seven-analyst average estimate of $48.68 million.
  • Net bookings by distribution channel - Digital online: $1.54 billion versus the seven-analyst average estimate of $1.52 billion.
  • Net bookings by platform - PC and other: $149.1 million versus the four-analyst average estimate of $319.12 million.
  • Net bookings by platform - Console: $602.1 million versus $628.72 million estimated by three analysts on average.
  • Net Revenue- Advertising: $111.4 million versus the four-analyst average estimate of $122.2 million. The reported number represents a year-over-year change of +2.5%.
  • Net Revenue- Game: $1.57 billion compared to the $1.5 billion average estimate based on three analysts. The reported number represents a change of +6.4% year over year.
  • Net Revenueby platform- PC and other: $161.3 million versus the three-analyst average estimate of $160.97 million. The reported number represents a year-over-year change of -33.8%.
  • Net Revenueby platform- Console: $674.6 million versus $639.37 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.1% change.
  • Net Revenue by platform- Mobile: $843.9 million compared to the $827.26 million average estimate based on three analysts. The reported number represents a change of +12.9% year over year.

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

Shares of Take-Two have returned +8.5% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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