How does Take‑Two's performance compare to its main competitors (e.g., Activision, Ubisoft, Electronic Arts) in the same quarter? | TTWO (Aug 07, 2025) | Candlesense
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How does Take‑Two's performance compare to its main competitors (e.g., Activision, Ubisoft, Electronic Arts) in the same quarter?

Take‑Two’s FY 2026 Q1 results (as reported)

- Quarter end: June 30 2025 (the first quarter of fiscal 2026)

- Key message from management: “Our outstanding first‑quarter results reflect ongoing demand for our core franchises.”

- What this tells us: Take‑Two is emphasizing strong, franchise‑driven revenue growth and profitability for the quarter. The press release does not include the specific financial figures (e.g., revenue, net income, earnings per share, cash‑flow) that would let us quantify the performance, but the language (“outstanding”) signals that the company met or exceeded its internal expectations and likely posted growth versus the prior year’s quarter.

How to benchmark Take‑Two against its main competitors (Activision Blizzard, Ubisoft, Electronic Arts) for the same period

Metric Why it matters Typical source for the quarter
Revenue (or net bookings) Shows top‑line growth and market demand for new releases and ongoing services. Quarterly earnings release (Form 10‑Q) or earnings call transcript.
Net income / Adjusted EPS Indicates profitability after operating costs, development spend, and amortization. Same as above.
Digital‑services / Live‑ops contribution For all three companies, recurring digital revenue (e.g., subscriptions, in‑game purchases) is a fast‑growing segment that can offset cyclical console‑sale swings. Break‑out in the “Digital” or “Live‑ops” section of the earnings release.
Gross profit margin Reflects the cost structure of each publisher’s portfolio (e.g., higher‑margin digital sales vs. lower‑margin physical). Usually disclosed in the earnings release or analyst presentations.
Cash‑flow from operations Shows the ability to fund development pipelines, acquisitions, or share‑repurchase programs. Cash‑flow statement in Form 10‑Q.
Guidance vs. prior‑year Q1 Growth rate comparison (e.g., YoY % change) is the most direct way to see who is expanding faster. Management commentary in earnings call or press release.

What we can infer without the competitor numbers

Company FY 2026 Q1 (ended June 30 2025) – public statements Likely comparative stance (qualitative)
Take‑Two (TTWO) “Outstanding first‑quarter results” – franchise demand (e.g., Grand Theft Auto and NBA 2K) is strong. Suggests above‑average growth; likely beating its own prior‑year Q1 and possibly out‑performing consensus expectations.
Activision Blizzard (ATVI) No data in the provided news. Historically, the company’s Q1 performance is heavily tied to Call of Duty releases and the Warzone ecosystem. If a new title or major update launched in Q2 FY 2026, the Q1 could be flat‑to‑modest growth.
Ubisoft (UBI) No data in the provided news. Ubisoft’s Q1 results often hinge on Assassin’s Creed and Far Cry releases, plus the performance of its Ubisoft+ subscription. Historically, Ubisoft’s growth is more modest than Take‑Two’s, with occasional spikes when a major new installment ships.
Electronic Arts (EA) No data in the provided news. EA’s Q1 is usually buoyed by FIFA, Apex Legends, and its EA Play subscription. The company often posts steady digital‑services growth, but its overall revenue growth can be slower than Take‑Two’s if no blockbuster launch occurs.

Bottom line: Based solely on the Take‑Two press release, the company is highlighting a strong, franchise‑driven quarter. Without the actual financial tables for Activision Blizzard, Ubisoft, or Electronic Arts, we cannot present a numeric side‑by‑side comparison. However, the qualitative tone (“outstanding”) suggests that Take‑Two’s growth rate and profitability for the quarter are likely ahead of the consensus expectations for the sector and could be higher than the typical YoY growth rates reported by its peers in the same period.

How to obtain the missing competitor data

  1. SEC filings (Form 10‑Q) for the quarter ending June 30 2025 – All three competitors file these within 45 days of the quarter end.
  2. Investor‑relations web pages – Most publishers post a “Quarterly Results” slide deck (e.g., investor.activisionblizzard.com, investor.ubisoft.com, ea.com/ir).
  3. Earnings‑call transcripts – Services like Seeking Alpha, FactSet, or Bloomberg provide the full Q&A, where management often comments on YoY growth and compares to peers.
  4. Financial‑news aggregators – A quick search for “Activision Blizzard Q1 FY 2026 results” (or similar for Ubisoft/EA) will surface press releases that include headline figures (revenue, net income, EPS).

Once you have those numbers, you can construct a standardized comparison table (e.g., % YoY revenue growth, EPS, digital‑services % of total revenue) to see exactly how Take‑Two’s “outstanding” performance stacks up against the other three publishers for the same quarter.

Suggested next steps for a concrete comparison

Step Action Resource
1. Collect competitor results Download Q1 FY 2026 earnings releases for Activision Blizzard, Ubisoft, and Electronic Arts. Investor‑relations sites; SEC EDGAR.
2. Extract key metrics Note revenue, net income, adjusted EPS, digital‑services contribution, YoY % change. Press‑release tables; Form 10‑Q.
3. Normalize the data Convert all figures to the same currency (USD) and fiscal‑quarter length (all are Q1 ending June 30 2025). Simple spreadsheet conversion.
4. Create a side‑by‑side table Example layout:
`Company		 Revenue (M)
5. Interpret Highlight where Take‑Two exceeds or lags each peer (e.g., higher YoY growth, higher digital‑services %). Your analysis.

TL;DR

  • Take‑Two’s own statement: The quarter was “outstanding” thanks to strong demand for its core franchises.
  • Competitor data: Not provided in the news you shared, so a numeric comparison cannot be made here.
  • Qualitative guess: The language suggests Take‑Two is likely growing faster and delivering higher profitability than the typical performance of Activision Blizzard, Ubisoft, and Electronic Arts for the same quarter.
  • To get a precise answer: Pull the Q1 FY 2026 earnings releases for Activision Blizzard, Ubisoft, and EA, extract the same metrics (revenue, EPS, digital‑services contribution, YoY growth), and place them side‑by‑side with Take‑Two’s figures. This will let you see exactly how Take‑Two’s “outstanding” results compare to its main rivals.

Other Questions About This News

What were the primary drivers behind the reported revenue growth (e.g., specific franchises, platforms, or regions)? Did the company announce any share repurchase programs, dividends, or other capital allocation initiatives? How did the gross margin and operating expenses change versus the prior quarter and year‑over‑year? Are there any risks or uncertainties mentioned (e.g., regulatory, macro‑economic, supply‑chain) that could affect future performance? How did Take‑Two's revenue and earnings compare to analyst expectations for Q1 FY2026? What guidance did management provide for the rest of fiscal 2026, and how does it compare to consensus forecasts? What impact might the results have on short‑term and long‑term stock price movement and volatility? What is the current cash and debt position, and how does it support the company’s growth initiatives? What is the outlook for the upcoming releases of core franchises, and what impact could they have on future quarters?