$TTWO · Schwab Network · 2026-11-10
接下来 Take-Two 的故事核心其实是 GTA 6：该游戏将于 11 月 19 日发售，预购量已超 770 万份，版本定价从 79.99 美元到约 100 美元，构成不错的顺风。公司业绩超预期（每股 99 美分，预期 94 美分），营收 16 亿美元，并将 2027 财年营收指引两端均上调至 79.8 亿至 81.8 亿美元。
逐段跳播
Take Two 是一个因财报而波动的标的。是的，Take Two 的故事从现在起真正围绕的是 GTA 6。就公司财报表现而言，他们在利润端超出了预期。每股收益为99美分，好于预期的94美分。
营收为16亿美元，略超预期。股价正在大幅上涨，目前涨超8%，大约8.5%左右，上下浮动。
Take Two is a name and an earnings mover. Yeah, the story with Take Two is really about GTA 6 from here. Uh in terms of how the company did on earnings, they beat expectations on the bottom line.
Earnings coming in at 99 cents per share, better than the 94 cents expected. Revenue coming in at 1.6 billion. That's a slight beat. You are seeing shares off to the races, rallying more than 8% right now.
About 8 and a half% roughly, uh, give or take there.
情况是这样的。GTA 6 要来了。GTA 6，市场对它有很多期待。它终于定于11月19日发售。对于很多一直在等待这款游戏的粉丝来说，此前已经有过多次延期。这距离上一代 GTA 大约13年。
所以大家可能都了解这款游戏的方方面面、门道和技巧。Censor Tower 估计，截至大约一周前，全球预购量已超过770万份。定价也在增加营收机会。标准版售价接近80美元，79.99美元。
终极版大约100美元。所以这对 Take Two 是一个不错的顺风，尤其是对那些一直在等待的粉丝来说。
Uh, here's what's happening. GTA 6 is coming. GTA 6, there's a lot of expectations going into it. It's set to launch November 19th finally. For a lot of fans who've been waiting for this one, there have been lots of delays.
It's about 13 years after it's uh the last iteration of GTA. So, everybody probably knows the ins and outs, the tricks of the trade there when it comes to that game there. Censor Tower estimating that more than 7.7 million pre-orders are uh happening globally as of uh about a week ago here.
Um pricing adding to the revenue opportunity from here. Standard edition coming in at almost 80 bucks $79.99. Ultimate Edition about a hundred bucks there. So, it's a nice tailwind for Take Two, especially for fans who have been waiting for this.
这是业绩指引。Take Two 预计2027财年营收为79.8亿至81.8亿美元，两端均有所上调。盈利展望目前为每股57至75美分，低端上调了2美分。全年预订量指引维持不变，为80亿至82亿美元。尽管有关于预购情况的评论，这一指引仍保持不变。
Here's the guidance. Take two expecting fiscal 2027 revenue of 7.98 billion to 8.18 billion. That is an increase at both ends there. Earnings outlook now 57 to 75 cents a share.
Low-end raise by 2 cents there. Annual bookings guidance staying unchanged at 8 to 8.2 billion. And that's despite the um commentary around what pre-orders look like.
观察点
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