Take-Two Interactive Software, Inc. (TTWO) Q2 2025 Earnings Call Transcript Summary
Take-Two Interactive Software, Inc. (TTWO) Q2 2025 Earnings Call Transcript Summary
GAAP net revenue increased by 4% to $1.35 billion, while cost of revenue declined 29% to $625 million.The following is a summary of the Take-Two Interactive Software, Inc. (TTWO) Q2 2025 Earnings Call Transcript:
以下是take-two互動軟件（TTWO）2025財年第二季度業績會實錄摘要：
Financial Performance:
財務表現:
Take-Two Interactive Software reported robust Q2 financial performance with net bookings of $1.47 billion, topping guidance expectations.
Recurrent consumer spending rose 6%, slightly above the guidance of 5% and accounted for 81% of net bookings.
GAAP net revenue increased by 4% to $1.35 billion, while cost of revenue declined 29% to $625 million.
take-two互動軟件報告顯示，在第二季度表現強勁，淨預訂額達到14.7億美元，超出預期。
消費者反覆消費增長6%，略高於5%的指引，並佔淨預訂額的81%。
根據GAAP，淨營業收入增長4%，達到13.5億美元，而營業成本下降29%，至62500萬美元。
Business Progress:
業務進展：
The company saw strong sales from Grand Theft Auto V and Red Dead Redemption 2, with GTA V surpassing 205 million units sold globally.
Launched NBA 2K25, achieving significant growth in average revenue per user and game sales near 4.5 million units.
Zynga reported solid quarterly results with notable growth from Match Factory! and Toon Blast. Plans to expand offerings in direct-to-consumer business look promising.
該公司在《俠盜獵車手V》和《荒野大鏢客2》上獲得了強勁的銷售業績，《俠盜獵車手V》全球銷量超過20500萬套。
推出《NBA 2K25》，用戶平均收入和遊戲銷量均接近450萬套，取得了顯著增長。
Zynga報告顯示季度業績穩健，Match Factory和Toon Blast實現了顯著增長！擴大直接面向消費者業務的計劃看起來很有前景。
Opportunities:
機會：
Anticipated sequential increases in net bookings for fiscal 2026 and 2027 supported by a strong pipeline that includes anticipated sequels and new game launches.
Continued growth opportunities for current franchises and integration of the recently acquired Gearbox, expanding the Borderlands franchise.
Strategic expansion into new game launches like Sid Meier's Civilization VII and other mobile titles, enhancing direct-to-consumer operations.
預計2026年和2027年財年淨預訂額將順勢增長，強勁的產品線包括預期的續集和新遊戲上市。
目前特許經營的增長機會不斷，同時併入了最近收購的齒輪箱，擴大了《邊境禁地》系列。
戰略性地拓展到新遊戲市場，如《文明帝國 VII》和其他移動遊戲的推出，增強直接面向消費者的運營。
Risks:
風險：
The company mentioned adjustments in marketing expense timing, shifting financial dynamics temporarily which could impact short-term operational strategies.
Challenges in adapting to console generational shifts, ensuring performance optimization across varying tech platforms such as Xbox and PlayStation.
公司提到了市場支出時間上的調整，暫時改變了財務動態，可能會影響短期運營策略。
在適應遊戲機世代變化方面存在挑戰，確保在各種技術平台（如Xbox和PlayStation）上的性能優化。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
