异动解读 | 财报超预期叠加《GTA VI》预购火爆,Take-Two盘中大涨5.03%

异动解读
Aug 08

Take-Two Interactive Software(TTWO)今日盘中股价大涨5.03%,引发市场广泛关注。

消息面上,公司于今日盘前发布了2027财年第一财季业绩报告,整体表现优于市场预期。数据显示,公司第一财季GAAP净营收达15.3亿美元,同比增长2%;GAAP每股亏损为0.18美元,好于市场预期的每股亏损0.21美元。净预订额为13.9亿美元,虽同比微降3%,但高于公司此前给出的指引上限及华尔街普遍预期的13.7亿美元。其中,《NBA 2K》系列、《侠盗猎车手》系列以及移动端游戏成为业绩的主要贡献者,主机平台净预订额同比增长11%。

此外,公司确认备受瞩目的《侠盗猎车手VI》(GTA VI)将于11月19日正式发售。公司CEO斯特劳斯·泽尔尼克在电话会议上表示,《GTA VI》预购表现"异常出色",并称"在Take-Two乃至整个行业,从未有人见过如此景象"。尽管公司重申2027财年全年净预订额指引为80亿至82亿美元,低于分析师平均预期的88.6亿美元,但市场对《GTA VI》发售带来的增长潜力仍抱有强烈信心,推动股价盘中大幅走高。

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