金吾财讯 | Take-Two互动软件（TTWO）公布截至2026年6月30日的2027财年第一季度业绩报告。受主机端游戏表现强劲驱动，公司一季度营收与利润均好于市场预期。数据显示，第一财季公司GAAP净亏损为3410万美元，折合每股亏损0.18美元，优于市场预期的每股亏损0.21美元。期内，GAAP净营收达15.3亿美元，较去年同期的15.0亿美元增长2%；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。分业务来看，经常性消费支出（包括游戏内道具与附加内容）占总净预订额及净营收的84%。《NBA2K》系列、《侠盗猎车手》系列以及移动端游戏《Toon Blast》、《Match Factory!》等成为业绩的主要贡献者。其中主机平台净预订额达5.25亿美元，同比增长11%。展望未来，公司重申2027财年全年净预订额指引为80亿至82亿美元，预计全年GAAP净营收在79亿至81亿美元之间。
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