GTA6 Leads to 11 Trillion Won Booking Forecast.. CEO Share Sales Follow Performance Improvement

Take-Two Interactive Software, Inc. (NASDAQ: TTWO) reported fiscal 2026 fourth-quarter net bookings of $1.58 billion and full-year net bookings of $6.72 billion—approximately KRW 2 trillion and KRW 9 trillion, respectively—while significantly narrowing its GAAP net loss year-over-year. For fiscal 2027, the company is guiding net bookings of $8.0 billion to $8.2 billion (roughly KRW 11 trillion), expecting growth to be driven by core franchises such as Grand Theft Auto VI (scheduled for November 19, 2026), NBA 2K and GTA Online.

According to recent SEC filings, Chairman and CEO Strauss Zelnick sold several hundred thousand shares of Take-Two stock through a family trust and his advisory firm ZMC Advisors to cover taxes and rebalance his assets, generating cash proceeds in the hundreds of billions of Korean won, while retaining a substantial amount of restricted and indirect holdings. ZMC also forfeited certain performance-based restricted shares that failed to meet vesting conditions and undertook a large-scale restricted-stock vesting and related tax-withholding sale under a Rule 10b5-1 trading plan.

On February 2 (U.S. time), Piper Sandler initiated coverage of TTWO with an Overweight rating. The firm highlighted the potential for further share-price upside as momentum builds ahead of the GTA VI launch. In its recent earnings release, Take-Two reconfirmed the November 19 release date for GTA VI and said it will ramp up marketing efforts beginning this summer, drawing heightened investor interest in the near term.

Headquartered in New York, Take-Two is a leading U.S. game holding company whose subsidiaries Rockstar Games and 2K manage flagship console and PC franchises—including Grand Theft Auto, Red Dead Redemption and NBA 2K—as well as a mobile-games portfolio acquired through Zynga. Given the global AAA console and PC market’s high earnings volatility—driven by a few blockbuster releases—the success of GTA VI is poised to be a key performance driver for Take-Two over the coming years.