| TTWO |
Report |
Net Bookings |
IN-LINE |
pred ~$1.370B vs. cons $1.363B |
MEDIUM |
| TTWO |
Report |
Recurrent Consumer Spending |
IN-LINE |
pred ~$1.190B vs. cons $1.182B |
MEDIUM |
| TTWO |
Report |
Operating Diluted EPS |
BEAT |
pred ~$0.340 vs. cons $0.328 |
MEDIUM |
| TTWO |
Guide |
Net Bookings (FY2027) |
LOWER |
guide $8.0B-$8.2B vs. cons $8.543B |
MEDIUM |
| TTWO |
Guide |
Net Bookings (Q2 FY2027) |
UNCHANGED |
guide ~$1.76B-$1.81B vs. cons $1.777B |
LOW |
| TTWO |
Guide |
GTA VI timing / launch posture (FY2027) |
UNCHANGED |
reiterate Nov. 19, 2026 console launch |
MEDIUM |
| TTWO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
LOW |
| TTWO |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained below-consensus FY guide pressures out-period estimates |
LOW |