Despite the launching in the quarter of July-September 2025 of ” Landless Land 4 ” , ” NBA 2K26 ” and ” Brothers of the Sea: Homes and Homes ” , the Bank of Take-Two ‘ s Second Financial Quarter financial report shows that mobile games are once again the business sector with the highest net income contribution.
The mobile game sector, consisting of Zynga, Peak, Rollic and Nordeus, contributed 46 per cent of Take-Two’s net income in the second quarter of fiscal year 2026, with host games ranked second at 41 per cent and “PC and other” operations at 13 per cent. Net income from mobile operations amounted to $821.6 million, an 11 per cent increase from $740.2 million in the same period last year; the net target was $818.1 million, a 13 per cent increase over the same period. Main products include Toon Blast, Match Fact, Color Block Jam, Empires & Puzzles, Words With Friends, Toy Blast. Overall, the total net target for Take-Two for the current quarter increased by 33 per cent to $1.96 billion over the same period, the net income of GAAP was $1.77 billion ($1.35 billion for the same period last year) and the net loss of GAAP was narrow to $133.9 million ($365.5 million for the same period last year). In net booking, the mainframe platform leads by 46 per cent, mobile platforms by 42 per cent and PC and others by 12 per cent.
In a teleconference in the Press, Chief Executive Officer, Take-Two Strauss Zelnik, stated that the company’s mobile business was “larger than expected”: Toon Blast had an increase of 26 per cent over the year and a cumulative increase of 90 per cent over two years; Match Factory had a record increase of 20 per cent over the previous year; and Color Block Jam had become the highest-income product in the history of Rollic’s studio, with a cumulative download of over 3.8 billion. In addition, the cumulative consumption of the CSR series of players exceeded $1 billion, and the WWE Super Card was downloaded 38 million times. The CSR 3 and Top Goal, which are currently in a soft start phase, will also be named for their performance statements, although no official date has been set. At the same time, Take-Two announced a revenue projection by business block, with Zynga expected to contribute 46 per cent of revenue, 2K studios 39 per cent, Rstar 15 per cent and an overall growth of 10 per cent for mobile operations.
In response to the direct-camp business, Strauss Zelnik pointed out that DTC services had been introduced in most of his mobile games, and that the board was “excellent”. In his view, the series of litigation decisions around Apple and Google Appliance Shops would boost income and profits but were not yet sufficient to have a substantial impact on financial projections. In addition, Take-Two confirmed that the GTA 6 ticket was issued until 19 November 2026, when news led to a sharp drop in the stock prices of Take-Two and R.
