Take-Two CEO on AI Use

Drama

04 February 2026 13:28

TL;DR

Take-Two posts strong Q3 results, beating guidance and Wall Street expectations.
Zynga, NBA 2K, and GTA Online drive higher-than-expected revenue growth.
CEO Strauss Zelnick says AI boosts efficiency but plays no role in GTA 6 development.

Announcement of Google’s AI Genie tool triggered a broad sell-off across several game publishers, with concerns that instantly generated “playable worlds” could disrupt traditional game development and releases.

Against that backdrop, Take-Two’s Q3 financial results, released today, offered a much-needed confidence boost. The publisher reported total net bookings of $1.76 billion and GAAP Net Revenue of $1.70 billion, comfortably beating both its own guidance and Wall Street expectations.

The strong performance was largely powered by Take-Two’s Zynga mobile division, which continues to be a reliable revenue driver. The company also saw better-than-expected consumer spending across its flagship franchises, with NBA 2K revenue up 30% and GTA Online up 27%, highlighting the ongoing strength of its live-service ecosystem.

Despite the recent stock volatility, CEO Strauss Zelnick made it clear that short-term market swings are not the company’s focus. “We don't try to organize around the stock price,” Zelnick said. “We show up, we do the very best work that we can. Often it goes well and certainly today's results are nothing short of extraordinary, we're proud of them. There are other times when we face challenges and we’ll own that as well. The stock price takes care of itself, in the fullness of time.”

While AI-driven tools like Google Genie have sparked anxiety among investors, Zelnick struck a notably optimistic tone about artificial intelligence overall. He emphasized that Take-Two has been embracing AI and machine learning for years, well before the current wave of generative tools captured headlines.

“On the topic of AI, I've been enthusiastic since the very beginning,” he said. “This company's products have always been built with machine learning and artificial intelligence. We've actually always been a leader in the space, and right now we have hundreds of pilots and implementations across our company, including within our studios. And we're already seeing instances where generative AI tools are driving costs and time efficiencies.”

That said, Zelnick was careful to draw a firm line between AI as a development tool and AI as a creative replacement. While Take-Two is beginning to see productivity gains, he stressed that it is still too early to fully quantify the impact.

'More:Take-Two Interactive Copystrikes GTA Modders

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Take-Two CEO on AI Use

Drama

04 February 2026 13:28

Tags: Take-Two

TL;DR

Take-Two posts strong Q3 results, beating guidance and Wall Street expectations.
Zynga, NBA 2K, and GTA Online drive higher-than-expected revenue growth.
CEO Strauss Zelnick says AI boosts efficiency but plays no role in GTA 6 development.

Announcement of Google’s AI Genie tool triggered a broad sell-off across several game publishers, with concerns that instantly generated “playable worlds” could disrupt traditional game development and releases.

Against that backdrop, Take-Two’s Q3 financial results, released today, offered a much-needed confidence boost. The publisher reported total net bookings of $1.76 billion and GAAP Net Revenue of $1.70 billion, comfortably beating both its own guidance and Wall Street expectations.

The strong performance was largely powered by Take-Two’s Zynga mobile division, which continues to be a reliable revenue driver. The company also saw better-than-expected consumer spending across its flagship franchises, with NBA 2K revenue up 30% and GTA Online up 27%, highlighting the ongoing strength of its live-service ecosystem.

Despite the recent stock volatility, CEO Strauss Zelnick made it clear that short-term market swings are not the company’s focus. “We don't try to organize around the stock price,” Zelnick said. “We show up, we do the very best work that we can. Often it goes well and certainly today's results are nothing short of extraordinary, we're proud of them. There are other times when we face challenges and we’ll own that as well. The stock price takes care of itself, in the fullness of time.”

While AI-driven tools like Google Genie have sparked anxiety among investors, Zelnick struck a notably optimistic tone about artificial intelligence overall. He emphasized that Take-Two has been embracing AI and machine learning for years, well before the current wave of generative tools captured headlines.

“On the topic of AI, I've been enthusiastic since the very beginning,” he said. “This company's products have always been built with machine learning and artificial intelligence. We've actually always been a leader in the space, and right now we have hundreds of pilots and implementations across our company, including within our studios. And we're already seeing instances where generative AI tools are driving costs and time efficiencies.”

That said, Zelnick was careful to draw a firm line between AI as a development tool and AI as a creative replacement. While Take-Two is beginning to see productivity gains, he stressed that it is still too early to fully quantify the impact.

'More:Take-Two Interactive Copystrikes GTA Modders

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