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Risk Profile Improvements

  • Goodwill Impairment (removed) — FY2025 recorded $3.5B goodwill impairment; FY2026 had none—prior-year charge did not recur.
NASDAQ: TTWO TAKE TWO INTERACTIVE SOFTWARE INC 10-K

Take-Two delays GTA VI to November 2026; FY26 revenue up 18% as $3.5B impairment clears

Filed May 22, 2026 · Period ending March 31, 2026 · Compared to 10-K May 20, 2025 · ~2 min read

Key Changes

  • high

    Grand Theft Auto VI release pushed back six months to November 19, 2026 (from May 2026)—the second delay after original Fall 2025 target. GTA products drove 12.4% of FY26 revenue.

    Business: GTA VI release date verify on EDGAR →
  • high

    Net revenue rose 18% to $6.7B; operating loss narrowed to $104M from $4.4B as prior-year $3.5B goodwill impairment did not recur. Operating cash flow turned positive at $624M vs. ($45M) prior year.

    MD&A: Financial performance verify on EDGAR →
  • high

    Company repaid $1.15B in debt (2025 and 2026 Notes) using proceeds from $1.2B May 2025 equity offering, reducing total Senior Notes to $2.5B. Cash position stable at $1.6B.

    MD&A: Capital structure verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Source-verified from EDGAR · Narrative written by AI · May 25, 2026 · How we verify