Take-Two CEO Strauss Zelnick said the firm’s mobile category “vastly exceeded expectations” as the company delivered its Q126 financial results.
Overall, the company beat guidance with net bookings of $1.423bn in the three months ended June 30 2025.
Mobile led the way on net bookings with 56% of that total, $792.8m. Console represented 33% of its earnings during the quarter with $474.4m, followed by PC and other on 11%, $155.9m.
Take-Two said Peak’s Toon Blast grew 22% over last year and has grown nearly 75% in the last two years, driven by a “seasonal collection” feature. Fellow Peak title Match Factory achieved “record net bookings” growing 33% over last year. And Rollic’s Color Block Jam has become the highest-grossing title in the studio’s history, said Zelnick.
The financial report also stated that WWE SuperCard is 2K’s most successful mobile game with over 37m lifetime downloads, and NBA 2K All-Star in China has been posting “strong and profitable results” since its launch in March.
On its direct-to-consumer business, Take-Two said it is “achieving better conversion driven by new offers, events, and enhanced personalization”. It added: “In the context of recent court rulings, we see ample runway for further growth in this area.”
Take-Two boss Strauss Zelnick elaborated further on the recent app store court rulings in the earnings call, saying: “What’s good for the consumer is open distribution.”
He added later: “We want to be wherever the consumer is. Where they want to go to Best Buy, they want to go to Steam, they want to go to Microsoft or Amazon. You know, we want to be there as long as we’re treated fairly.”
“The emphasis is on being treated fairly, and there’s a distribution cost that’s fair, and there’s a distribution cost that is less fair. And the world seems to be moving in the direction of more fair, and the courts are helping.”
It’s a similar sentiment to the one expressed by Zynga boss Frank Gibeau recently, who questioned the mobile platforms’ 30% cut: “How much value am I getting for these fees?” he said. “They’re just not in balance anymore”.
