Take-Two Interactive (TTWO) reported $1.35 billion in revenue for the quarter ended March 2024, representing a year-over-year decline of 3.2%. EPS of $0.31 for the same period compares to $0.85 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.3 billion, representing a surprise of +3.92%. The company delivered an EPS surprise of +342.86%, with the consensus EPS estimate being $0.07. While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

• • • • • ...

净营收 - 第四季度净营收为13.5亿美元，2024财年净营收为53.3亿美元[1] - 预计2025财年净营收将达到55.5至56.5亿美元[3] - 2024财年总净营收增长1%，占78%的净营收来自消费者持续消费[14] 净亏损 - 2024财年GAAP净亏损为37.4亿美元，每股22.01美元[16] - 2025财年预计净亏损为6.74至6.06亿美元，每股3.90至3.50美元[21] - 第四季度净亏损为29亿美元，每股17.02美元[7] - 2024财年GAAP净亏损包括21.8亿美元的商誉减值和3.04亿美元的收购相关无形资产[8] 财务展望 - 2025财年预计净现金流为负20亿美元[21] - 公司的展望依赖于当前经济环境、产品及时交付、PlayStation 5和Xbox Series X|S的安装基数增长等因素[24] 产品发布 - 2024年1月1日以来发布的产品包括Private Division的"Penny's Big Breakaway"和2K的"WWE 2K24"等[25] - Take-Two未来的产品阵容包括Zynga的"Star Wars Hunters"和2K的"NBA 2K25"等[27] 非GAAP财务指标 - 公司使用非GAAP财务指标Adjusted Unrestricted Operating Cash Flow和EBITDA来衡量财务表现[28] - Adjusted Unrestricted Operating Cash Flow提供更透明的业务趋势信息，而EBITDA消除了某些非现金费用和债务相关费用[29] - 这些非GAAP财务指标并非替代GAAP结果，但提供了额外的有用信息，方便投资者和管理层了解公司的运营情况[31] 公司信息 - 公司的财务结果是初步数据，最终数据将包含在截至2024年3月31日的年度报告中[32] - Take-Two Interactive Software总部位于纽约市，是一家领先的互动娱乐开发商、发行商和营销商[33] 财务数据 - 公司的净营收在2024年第一季度为1399.4百万美元，较去年同期有所下降[38] - 公司的总资产在2024年3月31日为12216.9百万美元，较去年同期有所减少[39] - 2024年度营运活动中，净亏损为37.44亿美元，较上年度的净亏损11.25亿美元有显著增加[40] 地区和渠道占比 - 2024年第一季度，美国地区占总净收入的62%，国际地区占38%[42] - 数字在线渠道占2024年第一季度总净收入的95%，实体零售和其他渠道占5%[42] - 移动平台占2024年第一季度总净收入的51%，主机占41%，PC和其他占8%[42] - 2024年度，美国地区占总净收入的61%，国际地区占39%[43] - 数字在线渠道占2024年度总净收入的96%，实体零售和其他渠道占4%[43] - 移动平台占2024年度总净收入的51%，主机占41%，PC和其他占8%[43] 财务数据细节 - 2024年第一季度，游戏净收入为139.94亿美元，成本为47.47亿美元[44] - 2024年第一季度，研发支出为24.55亿美元，商誉减值为21.767亿美元[44] - 2024财年，Take-Two Interactive Software, Inc.的净收入为5349.6百万美元，较2023财年的5349.9百万美元基本持平[45] - 2024财年，公司的研发支出为948.2百万美元，较2023财年的887.6百万美元有所增加[45] - 2024财年，公司的EBITDA为272.0百万美元，较2023财年的351.4百万美元有所下降[47]

Take-Two Interactive (TTWO) is set to report fourth-quarter fiscal 2024 results on May 16. For the fourth quarter of fiscal 2024, Take-Two expects GAAP net revenues between $1.32 billion and $1.37 billion. The company expects a loss per share between $1 and 90 cents. The Zacks Consensus Estimate for revenues is currently pegged at $1.3 billion, suggesting a decline of 6.56% from the figure reported in the year-ago quarter. The consensus mark for fiscal fourth-quarter loss per share has narrowed from 13 cent ...

The upcoming report from Take-Two Interactive (TTWO) is expected to reveal quarterly earnings of $0.07 per share, indicating a decline of 91.8% compared to the year-ago period. Analysts forecast revenues of $1.3 billion, representing a decrease of 6.6% year over year. The consensus EPS estimate for the quarter has been revised 115% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. B ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Take-Two Interactive (TTWO) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on May 16, 2024, might help the stock move higher if these key numbers are better than ...

Discover how Take-Two's buyout of Gearbox could boost its market edge. The strategic $460 million acquisition of Gearbox Entertainment by Take-Two Interactive (TTWO 1.96%) appears to be a bold play to bolster its video gaming reach. Take Two has more than 20 years of successful publishing partnerships with Gearbox, and this move brings high-profile franchises like Borderlands in house as part of Take-Two's expansive portfolio. Let's look into whether or not this acquisition can further solidify its position ...

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical wri ...

Take-Two Interactive, the gaming giant behind the Grand Theft Auto franchise, is laying off 70 employees in the Seattle region. A WARN notification with Washington’s Employment Security Department (ESD) revealed the layoffs in Seattle as part of a closure beginning June 28. Take-Two lists Seattle as an office location on its website. The company owns Seattle-based studio Intercept Games, which is developing Kerbal Space Program 2. We’ve reached out to Take-Two for more details. The company, which owns publi ...

It's reporting quarterly results in just a few weeks, too. As billionaire investors go, Chase Coleman has a reputation for making bold bets on stocks that are just getting started in their growth stories. His portfolio, through the Tiger Global Management fund, is heavily focused on artificial intelligence (AI) today and counts several huge AI winners among its top holdings. There's a name that stands out in the fund's list of big holdings, though, and it's one that many growth investors will be familiar wi ...