The Take-Two Interactive investor meeting on May 15, 2025, was highly anticipated by both fans and investors, especially given the company’s prior announcement on May 2, 2025, that Grand Theft Auto VI would be released on May 26, 2026, for PS5 and Xbox Series X|S, delayed from its initial fall 2025 date. Next, a summary of what was expected and likely discussed during the meeting:
Expectations prior to the meeting
GTA VI Updates: Given the recent announcement of the delay, investors and fans were hoping that Take-Two would provide more details about the progress of GTA VI’s development, its marketing plans, or possible reservation timelines. A Marca report from April 25, 2025, suggested that the meeting could be a crucial moment for GTA VI, and it was speculated that Take-Two might announce a more precise release date, reservation details, or even plans for a third trailer to boost investor confidence. However, it was also possible that no new information about GTA VI would be shared, as Take-Two usually focuses on financial performance during these calls.
Financial projections: Take-Two was expected to analyze how the delay of GTA VI to fiscal year 2027 (which begins in April 2026) would affect its financial outlook. Analysts like those from Wedbush Securities, cited in MarketScreener on January 30, 2025, pointed out that investors were looking beyond fiscal year 2025, focusing on 2026 and 2027 due to major releases like GTA VI. The company likely addressed how they plan to maximize their profits with the new schedule.
Other projects: It was expected that Take-Two would also address other titles, such as Mafia: The Old Country, which some fans speculated could be the main topic of the meeting, based on discussions in gaming communities. This aligns with their strategy to diversify their portfolio while GTA VI continues in development.
Possible discussion points (according to the context)
Development status of GTA VI: Take-Two probably assured investors that GTA VI is on track for its release on May 26, 2026, emphasizing its commitment to quality. They may have discussed development milestones, such as the completion of key features like the improved RAGE engine, enhanced NPC AI, or the extensive Leonida map.
Marketing strategy: With the second trailer released on May 6, 2025, Take-Two might have outlined plans for future marketing, such as additional trailers, gameplay reveals, or pre-order campaigns to maintain pre-launch excitement.
Financial impact of the delay: The company likely addressed the 8% drop in shares following the announcement of the delay on May 2, 2025, according to MarketScreener. They may have provided updated revenue projections, highlighting that the launch of GTA VI in fiscal year 2027 could still reach 40 million copies sold and $3.2 billion in projected revenue, according to DFC Intelligence forecasts.
Other games and initiatives: Take-Two may have shared updates on other projects to balance its portfolio, ensuring that investors continue to trust in the company’s growth despite the delay of GTA VI.
What was not expected
New important announcements: Given that the delay and the second trailer were announced just a few days before the meeting, it is unlikely that Take-Two will reveal a third trailer or a release date for PC during this call. This type of announcement is usually reserved for specific marketing events closer to the launch.
Specific details about the PC release: while PC players are eager for GTA VI, Take-Two likely reiterated that the focus remains on consoles for now, with a PC version expected by late 2026 or 2027, following Rockstar’s historical release patterns.
Community sentiment
Before the meeting, there was a lot of anticipation among the fans. An article from Marca highlighted that many in the GTA VI community marked May 15 as a key date, expecting new information. However, there was also skepticism, as some believed that the meeting might focus more on financial data than on specific game news.