When issuing the financial statements for the first quarter of 2026, Mr. Strauss Zelnik, Chief Executive Officer, Take-Two, the R parent company, stated that the company’s mobile operations were “very much ahead of expectations”. In the three months to 30 June 2025, the company ‘ s net sales revenue amounted to $1,423 million, exceeding performance guidelines. Of this amount, $792.8 million (56 per cent) led by the mobile end, $474.4 million (33 per cent) by the mainframe and $155.9 million (11 per cent) by the PC and other platforms.
According to Strauss Zelnik, the Toon Blast in Peak studio, with its “seasonal collection” function, grew 22 per cent over the same period and almost 75 per cent over two years; the same work, Match Factory, recorded a net sales volume increase of 33 per cent over the same period; and the Cole Block Jam in Relic studio became the best-selling game in the history of the studio.
The press also highlighted the fact that WWE SuperCard was the most successful hand trip under the 2K flag, with more than 37 million lifelong downloads; NBA2K All Star, which came online in China in March, gained sustained and strong profits. The project, which was commissioned by the NBA, was developed by a 2K team, using a brand-new 2K engine, to continue the end-image performance and modus operandi, and to bring real basketball competition experiences.
With regard to direct-to-consumer operations, Take-Two states that “high conversion rates through new concessions, activities and enhanced individualization” and emphasizes that “in the context of recent court decisions, there is still considerable room for growth in the business”. Strauss Zelnik further elaborated his position on the decision on the app store at a conference call: “The open distribution model is in the best interests of consumers. Where consumers are, we should be. Whether it be the Grinch, Steam or Microsoft or the Amazon platform, provided that it is treated fairly.”
Strauss Zelnik noted, inter alia, that “distribution costs exist in a reasonable and unreasonable way, the current trend is moving in a more equitable direction and the judicial system is driving the process”. This echoes the position of Chief Executive Officer Zynga, Frank Gibo, who recently questioned the 30 per cent split of the mobile platform: “a serious imbalance between these costs and the value obtained”.
