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From TTWO earnings calls
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12:00
Aug 07 ◎
Lainie Goldstein CFO, Take-Two Interactive Software, Inc. TTWO Q1 FY27 call
Despite the success of the GTA series, recurrent consumer spending (RCS) overall only grew 3%, with mobile declining 7% year-over-year. — This suggests a cooling in the mobile gaming market, which could affect rivals like Electronic Arts that rely on mobile RCS.
EA
MED
20:30
May 21 ◎
Lainey Goldstein CFO, Take-Two Interactive Software, Inc. TTWO Q4 FY26 call
Management attributes NBA 2K26's Q4 softness to a timing shift in high-engagement player spending into Q2/Q3, suggesting the monetization curve for the franchise is front-loaded earlier in its lifecycle. — This suggests that as sports titles mature, their recurring revenue streams may become more concentrated at launch, informing expectations for compeeting sports franchises.
EA
MED

About EA Analyst Coverage

Buzzberg tracks EA (Electronic Arts Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Lainie Goldstein, Lainey Goldstein.