Monétisation des jeux PC, lancement de GTA VI et croissance séquentielle discutés lors de l’appel aux résultats de TTWO pour le T4 2024.
Take-Two Interactive Software recently announced its Q4 2024 earnings, showcasing net bookings of $1.35 billion for the period ending March 31, which exceeded initial expectations. The strong results were attributed to the success of NBA 2K24, in-app purchases by Zynga, including Toon Blast and Match Factory, and the popular Red Dead Redemption and Grand Theft Auto series. Over the entire fiscal year, net bookings reached $5.33 billion, driven by high-quality titles and consistent engagement with player communities.
Looking ahead to fiscal 2025, Take-Two expects growth, with net bookings projected to be between $5.55 billion to $5.65 billion, representing a 5% year-over-year increase. The company anticipates significant growth with the release of its groundbreaking pipeline, including a narrowed release window for Grand Theft Auto VI, Rockstar Games’ highly anticipated title.
Key highlights from the past quarter include NBA 2K24 surpassing expectations with over 9 million units sold-in, Grand Theft Auto V continuing to outperform, and Zynga delivering outstanding results with titles like Toon Blast and Match Factory climbing the charts. The company also announced plans for upcoming releases, including Star Wars Hunters and Game of Thrones: Legends, set to launch worldwide in fiscal 2025.
On the financial front, Take-Two implemented a cost reduction program expected to result in over $165 million of annual savings. This move aligns with the company’s focus on efficiency and aims to enhance margins and deliver industry-leading returns for shareholders.
Looking beyond fiscal 2025, Take-Two has a robust pipeline of approximately 40 titles through fiscal 2027, with a mix of core titles, independent releases, and mobile games. The company remains confident in its ability to deliver meaningful long-term growth, margin expansion, and shareholder returns.
In conclusion, Take-Two Interactive Software is poised for continued success, driven by strong performances across its portfolio of titles, strategic cost-saving initiatives, and a promising lineup of upcoming releases.
Source : www.fool.com
