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How Would You Fix Take-Two?

Take-Two Interactive (TTWO) grew revenue 15.3% over the four quarters to June 2026 but still posted an operating loss of 2.4 cents per dollar of revenue, while the median of Microsoft, Roblox, Amazon.com and NVIDIA kept 29.5 cents. The article puts the gap at about $2.13 billion a year on $6.69 billion of revenue, and says the 21.4% operating margin for the four quarters to June 2021 offers a closer goal. NBA 2K and Grand Theft Auto spending rose 7% and 3%, while mobile spending fell 7%, and Grand Theft Auto VI is due November 19. Debt stood at $2.95 billion in June 2026, with no dividend or buybacks, and the stock trades at 5.6 times sales versus 3.2 times for the S&P 500.

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SectorInformation Technology
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Close on 10/27/2026531.33
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