Mobile gaming revenue hits 50% of Take-Two's $6.72B FY26 as Zynga posts all-time highs
Summary
Take-Two reported $6.72B in FY26 net bookings, up 19% YoY, beating guidance of $6.65-6.7B
Mobile gaming revenue reached 50% of net revenue - $3.3B in mobile net bookings, up 15% YoY
Zynga posted its highest net bookings since the $12.7B acquisition, with Q4 its best-ever quarter
FY27 guidance of $8.0-8.2B implies 27-30% growth, nearly all contingent on GTA VI's November 19 launch
"Mobile's about half our business, which is probably exactly where it ought to be"
01
Mobile's $3.3B base insulates Take-Two from AAA volatility
Mobile net bookings hit $3.3B for FY26, representing 49% of the platform split
Q4 mobile net bookings were $829.1M, up 14% YoY and 52% of quarterly revenue
Toon Blast grew over 25% YoY; Color Block Jam up 15%; Top Eleven had its "strongest quarter ever" at 16 years old
82% of total net bookings came from recurrent consumer spending, up 7% for the year
This recurring mobile floor will be stress-tested in FY27 when GTA VI shifts the platform mix toward console
02
AI is already eliminating six-figure UA production costs
Zelnick confirmed generative AI is live in production for mobile UA ad creatives
A two-person marketing team now produces live-action ad spots at zero production cost
Those spots previously cost $25K-$100K each via third-party vendors
"The entire cost of making the spot was zero, and previously we hired third-party companies to actually create those with human beings"
03
FY27 hinges on GTA VI but mobile pipeline stays conservative
FY27 net bookings guidance of $8.0-8.2B would be the largest single-year step-up in recent company history
Two new mobile titles planned: CSR 3 (NaturalMotion) and Top Goal (Nordeus), both in soft launch without firm dates
Mobile forecasts were lowered slightly due to hit unpredictability and maturing newer titles
"On the mobile side, particularly, we never anticipate huge numbers, because it's just impossible to do so"
Direct-to-consumer initiatives credited with reducing payment friction and improving conversion as a margin tailwind
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