Market Analysis by covering: Take-Two Interactive Software Inc. Read 's Market Analysis on Investing.com ...

在索尼阵营，《GTA 6》预计将以 PS5 作为核心平台，有消息称 R 星已与索尼达成营销合作。PS5 Pro 被认为是唯一能够实现该游戏 60 帧运行的主机，配 合即将上线的 PSSR 更新，这款中期机型有望真正打开局面。 此外，延续 R 星以往的发行惯例，《GTA 6》首发阶段将仅登陆主机平台。因此，不少 PC 玩家也很可能为了这款作品专门购买主机。 IT之家 2 月 9 日消息，2 月 6 日，据外媒 Tech4Gamers 报道，Take-Two 首席执行官施特劳斯 · 泽尔尼克确认《GTA 6》将于 11 月 19 日发售，不会再有进一 步延期，围绕该作展开的宣传将在夏季全面启动，。 微软方面已经开始提前提高 Xbox Series X 和 Xbox Series S 的产量，为《GTA 6》上市做准备。对近期硬件表现低迷的 Xbox 而言，这款作品被视为一次关 键转机。 开发投入接近 10 亿美元（IT之家注：现汇率约合 69.43 亿元人民币）的《GTA 6》不仅被寄予极高的销售预期，也有望为整个游戏产业注入强劲动力，其中 一个直接影响就是拉动主机硬件销量。 在 CNBC 节目中，泽尔尼克谈到《 ...

Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is one of the stocks Jim Cramer commented on. Cramer was bullish on the company’s stock, as he stated: A great stock… Last night, we got results from Take-Two Interactive Software. That’s the big video game publisher. While the actual quarter was solid, the full-year forecast terrific, and they got Grand Theft Auto VI coming out in November, but the stock still lost more than 5% today, and that’s on top of a brutal decline earlier this week. Unfortunately, ...

Take-Two Interactive Software Inc. (NASDAQ:TTWO) is one of the stocks that should double by 2030. On February 4, Wells Fargo raised the firm’s price target on Take-Two to $301 from $288 while maintaining an Overweight rating. This sentiment was announced as the firm stated that, as expected, Q3 2025 bookings and EBITDA outperformed meaningfully. Contrary to investor fears heading into the print, management sounded constructive on hitting the November 19, 2026, release date for Grand Theft Auto VI. The fi ...

富国银行将Take-Two互动软件的目标价从288美元上调至301美元，维持"增持"评级。(格隆汇) ...

21世纪经济报道 吴立洋 近日，谷歌DeepMind推出了Project Genie模型，再次引起市场对AI工具影响游戏行业的广泛担忧。 在模型发布的1月30日当天，游戏引擎公司Unity股价重挫24.22%，创2022年以来最大单日跌幅；《侠盗 猎车手》系列开发商Take-Two股价下跌7.93%，元宇宙社区Roblox跌13.17%。 作为一款生成类AI模型，Project Genie可根据用户提供的图片素材和提示词生成一个实时渲染、可互动 的3D虚拟场景，支持每秒24帧和720P的清晰度。 尽管依然存在使用时长、声音缺失、细节粗糙等问题，但Project Genie的生成效率和成本显然远优于传 统游戏研发，这也使得早已对AI使用争论不休的全球游戏行业再次陷入争议中——此前，已有多家厂 商先后就是否使用AI进行游戏生产及对AI的态度发声音。 目前，尽管不少厂商依旧态度暧昧，但游戏行业已经意识到AI大模型的革命性影响。 如何看待未来大模型在游戏领域的应用，哪些从业者会更容易从中获益，怎样解决潜在的知识产权和隐 私保护等合规问题，或许将是很长一段时间内行业需要在技术进步中，不断磨合与消化的课题。 应用方式决定 ...

Core Insights - Take-Two Interactive Software (TTWO) reported a narrower GAAP net loss of 50 cents per share for Q3 fiscal 2026, compared to a loss of 71 cents in the same quarter last year, while revenues increased by 24.9% year over year to $1.7 billion, surpassing the Zacks Consensus Estimate of $1.58 billion [1][10] Revenue Breakdown - Revenues from the United States rose by 22.6% year over year to $1.01 billion, making up 59.6% of total GAAP net revenues, while international revenues increased by 28.6% to $686.8 million [2] - Game revenues, which constitute 92.4% of total revenues, grew by 26.3% year over year to $1.57 billion, while advertising revenues increased by 10.3% to $128.7 million [2] Net Bookings - Net Bookings improved by 27.9% year over year to $1.76 billion, with U.S. bookings rising by 24.4% to $1.05 billion, accounting for 59.6% of total Net Bookings, and international bookings increasing by 33.6% to $710.1 million [3] Consumer Spending - Recurrent consumer spending rose by 23% during the period, representing 76% of Net Bookings [4] Distribution Channels - Digital online revenues grew by 26.2% year over year to $1.65 billion, accounting for 97.4% of GAAP net revenues, while physical retail revenues decreased by 9.4% to $44.5 million [5] - Digital online bookings increased by 29.3% year over year to $1.71 billion, also making up 97.4% of total bookings [5] Platform Performance - Revenues from mobile, console, and PC/other accounted for 51%, 38.4%, and 10.7% of GAAP net revenues, respectively, with mobile revenues increasing by 18.3% to $865.8 million, console revenues growing by 28.4% to $652.1 million, and PC/other revenues jumping by 50.5% to $181.1 million [6] Future Releases - Take-Two has a strong multi-year content pipeline, with confirmed titles including Sid Meier's Civilization VII and PGA TOUR 2K25, along with major franchises and new IPs such as WWE 2K26 and Grand Theft Auto VI [9] Financial Guidance - For Q4 fiscal 2026, Take-Two expects GAAP net revenues between $1.57 billion and $1.62 billion, with a projected loss per share between 70 cents and 54 cents [15] - For the full fiscal 2026, the company raised its revenue guidance to between $6.55 billion and $6.60 billion, and net bookings to between $6.65 billion and $6.70 billion [16]

Take-Two Stock Drops Despite Raised Outlook. Why It Could Be a Buying Opportunity. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Take-Two Stock Drops Despite Raised Outlook. Why It Could Be a Buying Opportunity.By [Angela Palumbo]ShareRes ...

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分组1 - Take-Two Interactive Software, Inc. reported disappointing Q3 numbers, although there was some positive impact from the success of its live service games [1] - The company is focused on funding future projects, particularly a Master of Science in Finance program [1] - The investment strategy mentioned emphasizes a long-term horizon of 5-10 years, with a preference for a mix of growth, value, and dividend-paying stocks [1]