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Take-Two Interactive Software, Inc.

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Take-Two Interactive is a major video game publisher operating through Rockstar Games, 2K, and Zynga. Its Grand Theft Auto and NBA 2K franchises generate billions in recurring digital revenue.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($5.6B)

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Recurrent Consumer Spending (65%)
Full Game Sales (25%)
Other Revenue (10%)

Segment Breakdown & Key Customers

Product Details

Grand Theft Auto Series35%

Open-world action-adventure franchise and GTA Online live service

NBA 2K Series25%

Annual basketball simulation with extensive microtransaction model

Zynga Mobile Games25%

Mobile gaming portfolio including casual and social games

Other Franchises15%

Red Dead, Borderlands, Civilization, BioShock, and other titles

Macro & Market Context

커뮤니케이션 서비스Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Upcoming Catalysts

Alphabet·Meta·Netflix Q1 실적 (2026.04~05)Google I/O AI Search 업데이트 (2026.05)FTC·DOJ Meta·Google 반독점 판결 일정

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AI Analysis

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Company Info

Headquarters

New York, New York, USA

Founded

1993

Employees

11,500+

Sector Overview커뮤니케이션 서비스

Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Key Themes

  • AI 검색(Perplexity·ChatGPT) → Google 검색 점유율 잠식 리스크
  • Meta AI 추천 알고리즘 → Instagram·Threads 광고 단가 급등
  • 스트리밍 수익화 — Netflix·Disney+ 광고요금제 MAU 급증

Upcoming Catalysts

  • Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
  • Google I/O AI Search 업데이트 (2026.05)