Video game publisher Take Two (NASDAQ: TTWO) will be reporting earnings this Tuesday after market hours. Here’s what to expect.
Take-Two beat analysts’ revenue expectations by 3.8% last quarter, reporting revenues of $1.77 billion, up 31.1% year on year. It was a very strong quarter for the company, with EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.
Is Take-Two a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Take-Two’s revenue to grow 16.2% year on year to $1.58 billion, improving from its flat revenue in the same quarter last year. Adjusted earnings are expected to come in at $0.83 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Take-Two has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 3.2% on average.
Looking at Take-Two’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Meta delivered year-on-year revenue growth of 23.8%, beating analysts’ expectations by 2.5%, and Netflix reported revenues up 17.6%, topping estimates by 0.7%. Meta traded up 10.6% following the results while Netflix was down 2.2%.
Read our full analysis of Meta’s results here and Netflix’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer internet stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.9% on average over the last month. Take-Two is down 14.2% during the same time and is heading into earnings with an average analyst price target of $278.23 (compared to the current share price of $220.25).
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