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Rockstar Hits Snooze: GTA VI Pushed to Nov ’26; Take‑Two Slides, Guidance Rises

Rockstar Hits Snooze: GTA VI Pushed to Nov ’26; Take‑Two Slides, Guidance Rises

Kai @ KAHROS

TL;DR

Quick Summary

  • GTA VI delayed to Nov 19, 2026; $TTWO fell ~7–10% after-hours on Nov 6 while closing at $252.40 (-0.9%).
  • Q2 FY26: revenue +33% to $1.96B; GAAP loss narrowed; FY bookings raised to ~$6.4–$6.5B.
  • Delay shifts cash flows into FY27; long-term thesis intact if quality lands as promised.

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