Take-Two Interactive reported its fiscal second-quarter results on Monday, November 9, 2026, ten days before GTA 6 launches. The headline line from CEO Strauss Zelnick: “The launch of Grand Theft Auto VI is ten days away and, with pre-orders continuing to reach unprecedented levels, we expect to deliver an historic year for our company.” Take-Two did not disclose a pre-order count and did not raise its guidance.
What did Take-Two report?
The quarter ended Sep 30, before GTA 6 earned anything, so the numbers are soft. From the SEC filing:
| Metric | Q2 FY27 |
|---|---|
| Net bookings | $1.60B, down 18% year on year |
| Own guidance for the quarter | $1.62-1.67B (missed) |
| GAAP revenue | $1.50B |
| Net loss | $54.0M ($0.29 per share) |
| Recurrent consumer spending | Down 9%, 81% of bookings |
The forward numbers are where GTA 6 shows up:
| Guidance | Figure |
|---|---|
| Q3 FY27 (Oct-Dec 2026) net bookings | $3.35-3.5B, versus about $1.9B a year earlier |
| Q3 FY27 GAAP net income | $250-276M |
| FY27 net bookings | $8.0-8.2B, reiterated |
| FY27 operating cash flow | Over $1B |
What did executives say about GTA 6?
According to GamesBeat’s write-up of the call:
- Rockstar has finished development and the marketing campaign is fully set. There is no third delay. That closes out the 2027 delay rumour.
- Pre-orders are tracking “far in excess” of initial expectations.
- CFO Lainie Goldstein: “the level of pre-orders generated is extraordinary”.
- Marketing spend is up 21% year on year, mostly in the December quarter.
- Zelnick on not raising guidance: “we still aren’t ready to declare victory.”
Take-Two declined to give FY28 guidance before launch. On new platforms, Zelnick said “information always comes from our labels” reported (Variety), which means any PC or Switch 2 news will come from Rockstar.
GamesBeat also reports GTA V passed 235 million units as of Sep 30 reported. That figure is not in the 8-K text we read; Take-Two’s August results said “over 230M”.
How many pre-orders are there really?
Take-Two won’t say, so the numbers in circulation are third-party estimates reported:
- Sensor Tower, around Nov 3: about $750M.
- Sensor Tower, as of Nov 11: about $1.0B and 10.31M units, net of returns, about 75% on PlayStation.
- CNBC, Nov 14: Sensor Tower’s estimate passed 12M through Nov 13.
These don’t conflict; they are the same rolling estimate at different dates. A separate snippet claiming “$1.18B from 12M units” could not be verified, so we don’t use it. Sony and Microsoft have both confirmed it is the most pre-ordered game ever on their stores, which is first-party but gives no number. More on sales and pre-orders.
How did the market react?
Shares rose about 8% after the report, on a down day for the market reported. Analyst forecasts for the first year range widely: Wolfe Research says 31-35M units, Morgan Stanley about 40M in FY27, and Bank of America 45M in the first year reported. These are forecasts, not company figures.
Why it matters
This was Take-Two’s last scheduled chance to move the date, and it didn’t. The same filing notes GTA Online on GTA V got its Kortz Center Heist update on July 14, and Take-Two says it will keep supporting GTA Online after GTA 6 launches; see GTA Online status. The full delay record is on GTA 6 delays.
What’s next
Take-Two’s next results, covering the launch quarter, are the first place official sales figures are likely to appear. Until then, expect more estimates and store records. Follow along in the news hub and the launch week briefing.