Take-Two (TTWO): FY27 Q1 earnings call, Aug 7, 2026

On its Aug 7, 2026 earnings call (FY27 Q1), Take-Two said 7 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

12 words · 7 settled yes · our count agreed on 12 of 12

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
Zynga Yes89✓91%transcripts from the transcript modelHear it 5:17, Zynga–
Pre Order Yes611✓22%transcripts from the transcript modelHear it 4:57, Pre Order–
Borderlands Yes44✓79%transcripts from the transcript modelHear it 4:11, Borderlands–
Red Dead Yes34✓86%transcripts from the transcript modelHear it 13:15, Red Dead–
Mafia Yes11✓73%transcripts from the transcript modelHear it 8:57, Mafia–
GTA+ / GTA plus Yes11✓68%transcripts from the transcript modelHear it 4:34, GTA+ / GTA plus–
Wembanyama Yes11✓16%transcripts from the transcript modelHear it 9:44, Wembanyama–
Switch 2 No00✓72%transcripts from the transcript model–
Tailwind No01✓54%transcripts from the transcript model–
De Santa No00✓42%transcripts from the transcript model–
PlayStation 5 No00✓32%transcripts from the transcript model–
Vice City No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

4 matches for “Red Dead”; 4 quoted, at least 25 words apart.

Lainie Goldsteincompanyprepared · 13:17Hear it 13:11, Lainie Goldstein

…2K, Toon Blast, Match Factory!, Empires & Puzzles, Words with Friends, the Red Dead Redemption series, WWE 2K, Color Block Jam, and Zynga Poker. We…

Lainie Goldsteincompanyprepared · 15:16Hear it 15:10, Lainie Goldstein

…& Puzzles, Words with Friends, Color Block Jam, the Borderlands franchise, the Red Dead Redemption series, and Zynga Poker. We project recurrent consumer spending to…

Strauss Zelnickcompanyqa · 36:39Hear it 36:33, Strauss Zelnick

…releases for this company, I'm thinking obviously of Grand Theft Auto and Red Dead. They didn't just affect us positively for a quarter. They had…

Alec Brondoloanalystqa · 39:30Hear it 39:29, Alec Brondolo

…through the thinking behind the GTA VI premium SKU mix? I think Red Dead Redemption 2 launched with three SKUs. GTA VI only had two,…

Where the listed words were said

Strauss Zelnickcompany“Zynga” · prepared · 5:19Hear it 5:17, Strauss Zelnick

…up to the title's November 19th release. Turning to our mobile business, Zynga performed in line with our expectations, and we're pleased that many of…

Strauss Zelnickcompany“Pre Order” · prepared · 4:59Hear it 4:53, Strauss Zelnick

…VI continues to build, with the title having an exceptional start to pre-orders. With Rockstar Games' recent announcement of Grand Theft Auto VI and an…

Strauss Zelnickcompany“Borderlands” · prepared · 4:13Hear it 4:10, Strauss Zelnick

…cornerstone of NBA 2K's sustained success. During the quarter, 2K also supported Borderlands 4, Sid Meier's Civilization VII, and WWE 2K26 with an array of…

Karl Slatoffcompany“Mafia” · prepared · 8:59Hear it 8:53, Karl Slatoff

…and Hangar 13 will release the Man of Honor story expansion for Mafia: The Old Country. With Hangar 13's industry-leading capabilities and narrative-driven action titles,…

Strauss Zelnickcompany“GTA+ / GTA plus” · prepared · 4:36Hear it 4:32, Strauss Zelnick

…million units worldwide. Recurrent consumer spending for the series grew 3%, and GTA+ continues to thrive, all led by a series of content offerings, including…

Karl Slatoffcompany“Wembanyama” · prepared · 9:46Hear it 9:45, Karl Slatoff

…most realistic and authentic NBA experience in interactive entertainment. This year, Victor Wembanyama of the San Antonio Spurs will be on the cover of the…

Agents: this page as TSV at /api/v1/appearances/take-two:2026-08-07:earnings_call · words: /api/v1/brief?appearance=take-two:2026-08-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP