📢 Take-Two Interactive: shares rise despite loss!🎮
Take-Two Interactive $TTWO, one of the largest game publishers, reported results for the third quarter of fiscal year 2025. Although earnings per share fell short of expectations and the company posted a net loss of 72 cents per share, the stock is rising thanks to strong revenue in the U.S. market and optimism about upcoming titles, especially Grand Theft Auto VI.

📊 Q3 FY25 financial highlights:
Net loss: 72 cents per share (up from 71 cents in the previous quarter)

Net Sales (GAAP): $1.36 billion (-0.5% YoY)

Total revenue: $1.37 billion (+2.7% y/y)

Gaming revenue: $1.24 billion (+2.9% YoY, 91.4% of total revenue)

Advertising revenue: $116.7 million (-26.2% YoY)

Revenue from the United States: $825.7 million (+0.9% YoY, 60.7% of revenue)

International revenues: $534.1 million (-2.5% YoY)

🎮 Gaming segment: GTA still rules, NBA 2K dominates
Grand Theft Auto V - more than 210 million copies sold, the game continues to exceed expectations after 12 years. GTA Online, however, has seen a slight decline in players.

NBA 2K - year-on-year growth of over 30%, showing a strong community and successful monetisation of game modes such as MyTeam a MyCareer.

Red Dead Redemption - still popular, more than 70 million copies sold. Rockstar Games successfully expanding with themed updates.

Zynga (mobile games) - This segment grew by 6%.

📈 Digital sales dominate, physical copies are disappearing!
Digital revenue: $1.31 billion (+1% YoY, 96.4% of total revenue)

Physical copies of games: $49.1 million (-28.8% YoY, only 3.6% of total revenue)

✅ Revenue by platform:
Mobile: 53.8% (+3.5% YoY)

Consoles: 37.4% (-7.2% YoY)

PC and Other: 8.8% (+7.4% YoY)

🔮 Outlook for Q4 and full FY25:
Q4 revenue: $1.52-1.62 billion

Full-year revenue: $5.55-5.65 billion (+5% YoY)

Net bookings: USD 1.48-1.58 billion in Q4

Expected loss per share in Q4: 13-20 cents

Expected full-year loss per share: $4.17-4.50

Operating expenses are expected to decline 2% year-over-year, mainly due to lower marketing and cost savings.

🏆 Grand Theft Auto VI: The biggest catalyst for growth?
In addition to Kingdome Come Deliverance II, all eyes of investors and gamers are now on Grand Theft Auto VI, which is scheduled for release in the fall of 2025. The Grand Theft Auto series is one of the most profitable gaming franchises of all time, and GTA VI is expected to significantly shift Take-Two' s financial results :

✅ GTA VI could surpass GTA V's sales of 210+ million copies sold.

✅ Monetization of GTA Online will be a key driver of sales.

Take-Two may not be in its heyday yet, but investors are probably betting on a huge success GTA VI and possible record-breaking monetization.

In addition to GTA VI two other major titles are expected from the company this year as Civilization VII a Mafia: The Old Country.

How can these video games corner Take-Two's stock price?

📢 What do you think of this company?