| TTWO |
Report |
Fiscal 1Q27 net bookings |
BEAT |
pred ~$1.39B vs. cons $1.35B |
MEDIUM |
| TTWO |
Report |
Fiscal 1Q27 GAAP net revenue |
IN-LINE |
pred ~$1.49B vs. cons $1.48B |
MEDIUM |
| TTWO |
Report |
Fiscal 1Q27 adjusted EBITDA |
BEAT |
pred ~$175M vs. cons $167M |
MEDIUM |
| TTWO |
Guide |
Fiscal 2027 net bookings |
LOWER |
guide ~$8.25B vs. cons $8.58B (FY2027) |
HIGH |
| TTWO |
Guide |
Fiscal 2Q27 net bookings |
LOWER |
guide ~$1.78B vs. cons $1.82B (2Q27) |
MEDIUM |
| TTWO |
Guide |
Grand Theft Auto VI launch date |
UNCHANGED |
guide ~2026-11-19 vs. cons 2026-11-19 (FY2027 launch) |
HIGH |
| TTWO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| TTWO |
Return |
5-day cumulative residual |
-3.2% (FOLLOW-THROUGH) |
A modest quarterly beat and unchanged 2026-11-19 GTA VI launch are outweighed by FY2027 bookings guidance of ~$8.25B versus ~$8.58B consensus; the ~$0.33B gap should drive estimate reductions after the initial reaction. |
MEDIUM |