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Take-Two’s Q2 Earnings Call: Our Top 5 Analyst Questions

By: StockStory

TTWO Cover Image

Take-Two’s second quarter was shaped by robust demand for its core gaming franchises and unexpectedly strong results from its mobile portfolio, particularly Toon Blast and Color Block Jam. Despite exceeding Wall Street’s top-line and bottom-line estimates, the market responded negatively, reflecting concerns over near-term growth moderation. Management attributed outperformance to broad engagement across NBA 2K and Grand Theft Auto, as well as new feature rollouts in key mobile titles. President Karl Slatoff described NBA 2K’s engagement as “up significantly year-over-year,” highlighting growth in both MyCAREER and MyTEAM modes.

Is now the time to buy TTWO? Find out in our full research report (it’s free).

Take-Two (TTWO) Q2 CY2025 Highlights:

  • Revenue: $1.50 billion vs analyst estimates of $1.38 billion (12.4% year-on-year growth, 9.3% beat)
  • EPS (GAAP): -$0.07 vs analyst estimates of -$0.72 (90.2% beat)
  • Adjusted EBITDA: $209.5 million vs analyst estimates of $125.3 million (13.9% margin, 67.1% beat)
  • The company lifted its revenue guidance for the full year to $6.15 billion at the midpoint from $6 billion, a 2.5% increase
  • EPS (GAAP) guidance for the full year is -$2.22 at the midpoint, beating analyst estimates by 10.4%
  • EBITDA guidance for the full year is $583.5 million at the midpoint, below analyst estimates of $885.5 million
  • Operating Margin: 1.4%, up from -13.8% in the same quarter last year
  • Market Capitalization: $43.56 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Take-Two’s Q2 Earnings Call

  • Eric Owen Handler (MKM Partners) asked about the drivers behind NBA 2K’s rapid growth in recurrent consumer spending. President Karl Slatoff credited improvements in in-game telemetry and content updates, stating, “There’s a lot of greenfield in front of us.”
  • Douglas Lippl Creutz (TD Cowen) questioned the advertising revenue turnaround, asking if the market had bottomed. CEO Strauss Zelnick attributed the improvement to a shift from hyper-casual to hybrid-casual strategy, expecting further growth from this base.
  • Christopher Joseph Schoell (UBS Financial) probed the anticipated deceleration in mobile growth. CFO Lainie Goldstein explained that while recent momentum was strong, forecast models account for mature title lifecycles and more typical growth rates ahead.
  • Andrew Jordan Marok (Raymond James) inquired about the $70 pricing strategy for Borderlands 4. CEO Strauss Zelnick stressed that Take-Two aims to deliver value exceeding price, with variable pricing remaining standard in the industry.
  • Clayton Keever Griffin (MoffettNathanson) pressed on opportunities from open app store rulings. Zelnick responded that Take-Two will continue to support all distribution channels, seeing open markets as positive for consumer choice and monetization.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be monitoring (1) the commercial reception and engagement metrics for Mafia: The Old Country, NBA 2K26, and Borderlands 4; (2) whether mobile game monetization maintains momentum or shows signs of slowdown; and (3) how open distribution channels and regulatory changes impact player acquisition and spending. Progress on major title releases and the ability to manage cost structure will also be important markers for future performance.

Take-Two currently trades at $237, up from $226.49 just before the earnings. Is the company at an inflection point that warrants a buy or sell? The answer lies in our full research report (it’s free).

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