Take-Two made 55% of its revenue from mobile in the last quarter, according to its latest financial results.
During the earnings call that followed its Q2 2025 results, Take-Two execs also called out the growth of Match Factory, Toon Blast plus its hybridcasual and direct-to-conusmer efforts.
In its earnings for the period ending September 30 2024, Take-Two made $740.2m revenue from mobile, up from $646.2m the year prior. That’s 55% of its overall revenue for the quarter, up on last year’s 50%. Its net revenue overall was $1.35bn, up 4% on last year.
“Match Factory is scaling rapidly and is on track to become Zynga’s second largest title by the end of this year in terms of projected annual net bookings,” said Take-Two CEO Strauss Zelnick in the earnings call.
Match Factory “grew approximately 16%” over the last quarter, said Zelnick thanks to Take-Two’s “strategic investments in user acquisition”.
Toon Blast was also picked out as a highlight, with net bookings up more than 50% over last year. Nordeus’ Top Eleven was also singled out for praise, and there was also mention of growth for Take-Two’s “highly accretive direct to consumer business”.
Take-Two president Karl Slatoff later also referenced the growth of Take-Two’s hybridcasual games, led by Screw Jam. “We’re actually having significant success driving in-app purchases, and that’s a reflection of the fact that these games are lasting for a longer period of time, and they’re more engaging than they have been in the past.”
CEO Zelnick also fielded questions from investors about the potential growth of third party Android stores, saying that they “would be good” for the company, and that he believes “take rates and distribution costs will continue to decline” in mobile. “There’s a lot of evidence that that will be the case. We’re not counting on it, it’s not in our numbers, but we believe in it,” he said.
Zelnick was also asked about the GTA games on Netflix, and how he sees working with the streaming giant in the future. “We wouldn’t talk publicly about upcoming deals until they’re ready to be announced,” he said, later adding that he hopes “to do more business” with Netflix.
