Analysts expect a 4% year-over-year decline in Take-Two bookings due to mobile weakness, with GTA VI updates driving sentiment.
Take-Two Interactive (NASDAQ:TTWO) is poised to report fiscal first-quarter results largely in line with muted Wall Street expectations. Bookings are forecast to drop about 4% year over year, driven by softness in the company’s mobile segment, where key titles have underperformed.
Mobile revenue is expected to decline mid-single-digits, reflecting weaker in-app purchase trends across Take-Two’s top three mobile titles. Analysts note that mobile advertising and web-based payment shifts are unlikely to offset the pressure, with guidance already accounting for much of the weakness.
Investor attention remains squarely on Grand Theft Auto VI, with the stock’s reaction likely tied to management commentary on pre-orders or GTA VI Online timing. However, analysts anticipate limited new disclosures during the earnings call, including no adjustments to the fiscal 2027 outlook.