Take-Two Interactive (hereafter, Take-Two) announced through its earnings release for fiscal year 2026 third quarter (October–December 2025) on the 3rd (local time) that it recorded net bookings of $1.76 billion (approximately KRW 2.552 trillion). This represents a 28% increase from $1.37 billion (approximately KRW 1.987 trillion) in the same period a year earlier, and it exceeded the guidance range the company had previously provided.

Take-Two’s GAAP net revenue for the third quarter came to $1.70 billion (approximately KRW 2.465 trillion), up year over year, while its operating loss was tallied at $92.9 million (approximately KRW 134.7 billion). Net loss per share was $0.50, narrowing from a loss of $0.71 per share in the prior-year quarter.

The key driver behind the performance improvement was growth in recurrent consumer spending (Recurrent Consumer Spending, hereafter RCS). RCS is a metric that includes in-game virtual currency, additional content (DLC), and other in-game purchases; it rose 23% year over year and accounted for 76% of total net bookings. Major revenue contributors included NBA 2K26, GTA Online, Grand Theft Auto V, Toon Blast, Match Factory, Empires & Puzzles, and Red Dead Redemption 2.

Alongside this earnings release, Take-Two raised its full-year net bookings outlook for fiscal year 2026 compared with its prior forecast. The company now expects total net bookings for fiscal year 2026 to come in between $6.65 billion (approximately KRW 9.6425 trillion) and $6.70 billion (approximately KRW 9.7150 trillion).

Strauss Zelnick, Take-Two’s Chairman and Chief Executive Officer (CEO), said, “Performance across all labels exceeded our expectations, and as a result we raised our outlook for fiscal year 2026.” He added, “We are seeing continued momentum across many parts of the business, and, supported by the launch of GTA 6 scheduled for November 19, we expect to achieve record levels of net bookings in fiscal year 2027.”

Grand Theft Auto VI (GTA 6), currently in development at Rockstar Games, will launch on November 19, 2026, for PlayStation 5 and Xbox Series X|S. 2K’s Sid Meier’s Civilization VII will release an iOS version for Apple Arcade on February 5, 2026, and WWE 2K26 is slated to launch on March 13, 2026, across PC and console platforms.

By platform, mobile accounted for the largest share of net bookings at 49%, followed by console at 40%, with PC and other platforms at 11%. By region, the United States represented 60% of total net bookings, while international markets accounted for the remaining 40%.

For the fourth quarter ending March 31, 2026, Take-Two projected net bookings of between $1.51 billion (approximately KRW 2.1895 trillion) and $1.56 billion (approximately KRW 2.2620 trillion).

This article was translated from the original that appeared on INVEN.