Q4: 2026-05-21 Earnings Summary
EPS of $0.80 beats by $0.24
| Revenue of $1.58B (-0.08% Y/Y) beats by $28.92M
Take-Two Interactive Software, Inc. (TTWO) TD Cowen’s 54th Annual Technology, Media & Telecom Conference May 27, 2026 10:15 AM EDT
Company Participants
Strauss Zelnick – Executive Chairman & CEO
Conference Call Participants
Douglas Creutz – TD Cowen, Research Division
Presentation
Douglas Creutz
TD Cowen, Research Division
All right. Thank you all for being here today. My name is Doug Creutz. I’m the senior media and entertainment analyst here at TD Cowen. As PSA, I’m sure you all know the Extel voting window is open. TD appreciates your vote as do I. And I’m very pleased to have with me here today the Chairman and CEO of Take-Two Interactive, Strauss Zelnick.
Strauss Zelnick
Executive Chairman & CEO
Thanks, Doug. Nice to be here.
Question-and-Answer Session
Douglas Creutz
TD Cowen, Research Division
I have been joking with clients that artificial general intelligence is like GTA VI. It’s always 12 to 18 months away. But I’m going to have to retire that joke because we are now less than 6 months away from GTA VI. We do think it’s going to be the biggest entertainment launch of all time, which is a high bar. So how do you define success for a product like that beyond revenue units? And how does Rockstar define success? And what’s their ambition for the product?
Strauss Zelnick
Executive Chairman & CEO
Well, we are aiming to make in everything that we do, the greatest entertainment on earth. That’s our goal. Our goal is to make phenomenal entertainment. And our strategy is to be the most creative, the most innovative and the most efficient company in the entertainment industry. And each of our labels in its own way tries to create something extraordinary in everything that they do. And sometimes we fall short, of course. And that you probably put a fine point on that at Rockstar, given the
