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Take-Two CEO再次表示自己非常看好任天堂Switch 2
搜狐财经· 2025-05-17 14:30
任天堂Switch 2发布计划 - 任天堂Switch 2计划于6月5日推出 预计将成为历史上规模最大的主机首发 [1] - 官方更加强调对第三方游戏的支持 而第一方游戏历来表现优异 [1] Take-Two Interactive对Switch 2的态度 - Take-Two Interactive首席执行官对Switch 2表示"非常看好" 但最终效果"仍需观察" [1][3] - 公司为Switch 2提供的首发支持比以往更多 已宣布四款游戏 [3] - 已公布的游戏包括《无主之地4》《NBA 2K》和《WWE 2K》系列新作 [3] 第三方游戏在任天堂平台的挑战 - 历史上第三方游戏在任天堂平台表现不如第一方游戏 [4] - 任天堂正试图改变这一现状 Take-Two Interactive已积极响应这一机遇 [4] - 《WWE 2K18》曾在初代Switch表现极差 导致后续系列停止支持该平台 [3] 潜在游戏阵容 - 传言《荒野大镖客2》可能在2025年登陆Switch 2 但尚未官方确认 [3]
TakeTwo's Q4 Loss Widens Year Over Year, Revenues Increase
ZACKS· 2025-05-17 01:01
财务表现 - 第四季度GAAP净亏损扩大至每股21.08美元,上年同期为每股亏损17.02美元,市场预期为每股盈利1.08美元 [1] - GAAP净收入同比增长13.1%至15.8亿美元,略高于市场预期的15.5亿美元 [1] - 美国地区收入增长9.8%至9.461亿美元,占总收入59.8%,国际收入增长18.3%至6.364亿美元 [2] - 游戏收入增长16.9%至14.7亿美元(占总收入93.1%),广告收入下降21.7%至1.087亿美元 [2] 业务指标 - 预订量增长17.3%至15.8亿美元,其中国内预订量增长17.4%至9.611亿美元(占比60.8%),国际预订量增长17.1%至6.204亿美元 [3] - 经常性消费者支出增长14%,占净预订量的77% [4] - 数字在线收入增长14.3%至15.3亿美元(占总收入96.4%),实体零售收入下降11.4%至5690万美元 [4] - 数字在线预订量增长18.4%至15.3亿美元(占96.7%),实体零售预订量下降7.7%至5280万美元 [5] 平台分布 - 移动端收入增长4.6%至7.474亿美元(占47.2%),主机收入增长4%至5.912亿美元(占37.4%),PC及其他收入激增110.7%至2.436亿美元(占15.4%) [6] - 移动端预订量增长3.1%至7.301亿美元,PC及其他预订量飙升120.8%至2.497亿美元,主机预订量增长14.1%至6.017亿美元 [7] 游戏表现 - NBA 2K25销量近1000万份,较前作同期增长7% [8] - PGA TOUR 2K25和WWE 2K25推动经常性消费增长,后者支出增长20% [9] - GTA系列表现超预期,GTA V累计销量突破2.15亿份,荒野大镖客2净预订量增长23% [10] - Zynga旗下Toon Blast净预订量增长7%,Match Factory实现盈利,Color Block Jam进入美国App Store下载榜前十 [11][12] 运营数据 - GAAP毛利润激增71.2%至8.033亿美元,毛利率从33.5%扩大至50.8% [13] - 运营费用增长43.9%至45.8亿美元,其中研发费用增长21.3%至2.978亿美元 [13] - 运营亏损扩大至37.8亿美元,上年同期为27.1亿美元 [14] 资产负债表 - 截至2025年3月31日,现金及短期投资为14.7亿美元,较2024年底的12.1亿美元增长 [15] - 债务规模为25.1亿美元 [15] 业绩指引 - 2026财年第一季度预计收入13.5-14亿美元,每股亏损0.65-0.78美元,净预订量12.5-13亿美元 [16] - 2026财年全年预计收入59.5-60.5亿美元,净预订量59-60亿美元,每股亏损2.45-2.79美元 [18] - 经常性消费预计增长7%,NBA 2K将实现两位数增长,GTA Online可能小幅下滑 [17]
Take-Two Q4 Beats On NBA 2K, Mobile; Analysts Flag Cautious Guidance On GTA 6 Delay
Benzinga· 2025-05-17 00:48
Shares of Take-Two Interactive Software, Inc TTWO is trading lower on Friday, after the company reported mixed fiscal fourth-quarter results on Thursday.The announcement came amid an exciting earnings season. Here are some key analyst takeaways.Wedbush On Take-Two Interactive SoftwareAnalyst Michael Pachter maintained an Outperform rating, while raising the price target from $253 to $269.Take-Two Interactive Software reported its quarterly results broadly in-line with expectations, Pachter said in a note. T ...
Take-Two Interactive delivers earnings beat for Q4 as GTA 6 delay weighs on outlook
Proactiveinvestors NA· 2025-05-16 21:57
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Take-Two CEO 谈任天堂 Switch 2:没必要让每款游戏登陆所有平台
搜狐财经· 2025-05-16 16:19
Take-Two对Switch 2的态度和计划 - 公司首席执行官对任天堂Switch 2的硬件规格升级持积极态度,但暗示并非所有游戏都会登陆该平台 [1] - 公司认为任天堂对第三方发行商的支持比以往更好,计划为Switch 2推出四款游戏,比以往新任天堂平台的发布阵容更多 [3] - 公司表示在任天堂业务中作为第三方一直存在挑战,但任天堂在解决这一问题上有积极态度,公司对该平台持乐观态度 [3] Take-Two为Switch 2准备的游戏阵容 - 公司将为Switch 2带来《文明7》(6月5日首发)、《NBA 2K》和《WWE 2K》系列(具体时间待定)以及《无主之地4》(9月12日) [3] - 公司此前已在Switch平台发行过这四个系列的游戏,因此此次阵容并无太大惊喜 [3] 公司对多平台策略的立场 - 公司会根据具体情况分析不同平台的内容提供策略,希望覆盖用户所在平台,但不必让每款游戏登陆所有平台 [3] - 公司认为现有作品的移植是重要机会 [3]
老虎环球基金Q1持仓:Meta(META.US)稳坐头号重仓股 清仓Arm(ARM.US)、高通(QCOM.US)等
智通财经· 2025-05-16 08:49
老虎环球基金2025年第一季度持仓概况 - 持仓总市值达266亿美元,环比增长5.36% [1][2] - 新增5只个股,增持14只个股,减持2只个股,清仓9只个股 [1] - 前十大持仓占总市值62.74% [1][2] - 组合换手率为25.93%(主计算口径)或6.75%(替代口径) [2] 前五大重仓股明细 - **Meta**:持仓747万股(市值43亿美元),占比16.18%,持仓数量无变化 [2][3][4] - **微软**:持仓624万股(市值23亿美元),占比8.81%,增持16.78% [3][4] - **Sea**:持仓1604万股(市值21亿美元),占比7.87%,持仓数量无变化 [3][4] - **谷歌**:持仓1031万股(市值16亿美元),占比5.99%,持仓数量无变化 [3][4] - **亚马逊**:持仓659万股(市值13亿美元),占比4.71%,增持2.70% [3][4] 第六至第十一大重仓股 - **Take-Two**:持仓584万股(市值12.1亿美元),占比4.55% [3][4] - **英伟达**:持仓1097万股(市值11.9亿美元),占比4.47%,增持13.26% [3][4] - **礼来**:持仓133万股(市值11.0亿美元),占比4.15%,增持1.91% [4] - **阿波罗全球管理**:持仓621万股(市值8.5亿美元),占比3.20%,减持49.40% [4] - **Flutter Entertainment**:持仓338万股(市值7.5亿美元),占比2.81% [4] - **台积电**:持仓424万股(市值7.0亿美元),占比2.65%,增持16.68% [4] 新开仓与清仓标的 - **新开仓**:Applovin、Zillow-C、GE Vernova、Block、Zillow-A [4] - **清仓**:Arm、Atlassian、高通等9只个股 [4] 持仓比例变动 - **前五大买入**:Veeva Systems(+1.81%)、Applovin(+1.66%)、Zillow-C(+1.34%)、GE Vernova(+1.21%)、拼多多(+1%) [5][6] - **前五大卖出**:阿波罗全球管理(-4.46%)、高通(-1.08%)、优步(-0.55%)、Datadog(-0.53%)、Atlassian(-0.37%) [5][6]
Take-Two Interactive (TTWO) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2025-05-16 06:36
Take-Two Interactive (TTWO) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.08 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.93%. A quarter ago, it was expected that this publisher of "Grand Theft Auto" and other video games would post earnings of $0.57 per share when it actually produced earnings of $0.72, delivering a surprise o ...
Take-Two CEO calls 'Grand Theft Auto VI' the 'most-anticipated entertainment property of all time'
Business Insider· 2025-05-16 06:00
The company behind "Grand Theft Auto 6" tried to spin the game's delayed release as a good thing during an earnings call on Thursday. "I believe affording Rockstar additional time for such a groundbreaking project is a worthy investment," Take-Two CEO Strauss Zelnick said.Zelnick went so far as to call the crime-filled video game the "most anticipated entertainment property of all time." Wall Street doesn't seem to be buying it, however.Rockstar Games, which produces the "Grand Theft Auto" series, announc ...
TTWO Earnings: Waiting for GTA VI
The Motley Fool· 2025-05-16 05:39
Here's our initial take on Take-Two Interactive's (TTWO 1.35%) financial report.Key MetricsMetricQ4 2024Q4 2025Changevs. ExpectationsRevenue$1.40 billion$1.58 billion+13%BeatEarnings per share($17.02)($21.08)N/AMissedNet Bookings$1.35 billion$1.58 billion+17%n/aEBITDA($19.6 million)$161 millionN/An/aTreading Water in Fiscal 2026Take-Two Interactive finished out fiscal 2025 on a strong note, with double-digit revenue and net bookings growth. Around three-quarters of net bookings came from recurrent consumer ...
Take-Two Interactive Software(TTWO) - 2025 Q4 - Earnings Call Transcript
2025-05-16 05:32
Take-Two Interactive (TTWO) Q4 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Nicole Shevins - SVP of IR & Corporate CommunicationsStrauss Zelnick - Chairman and CEOKarl Slatoff - PresidentLainie Goldstein - CFODoug Creutz - Managing DirectorChristopher Schoell - Equity Research AssociateAndrew Marok - DirectorJames Heaney - SVP - Equity Research Conference Call Participants Eric Handler - MD & Senior Research AnalystColin Sebastian - Senior Research AnalystMatthew Cost - AnalystEric Sheri ...