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Take-Two Beats Q3 Targets as CEO Says GTA 6 Is Handcrafted, Not AI‑Built

Mobile growth plus direct-to-consumer gains powered results.

Overview

  • Strauss Zelnick said generative AI has "zero part" in GTA 6 and emphasized Rockstar’s handcrafted, non‑procedurally generated world.
  • He described AI as tooling across hundreds of pilots within studios that is already cutting costs and development time.
  • Q3 exceeded guidance with total net bookings of $1,757 and GAAP net revenue of $1,699, driven by Zynga plus strong performances from NBA 2K (up 30%) and GTA Online (up 27%).
  • Take-Two reiterated confidence in the November 19, 2026 GTA 6 release date, with marketing beats expected to resume soon.
  • The stance on AI follows a share‑price slide last week after Google introduced Project Genie, an experimental tool for generating "playable worlds."