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Tech","tier":3,"returns_yearly":{"2021":-17.3,"2022":-5,"2023":45.8,"2024":-31.2,"2025":210.8,"2026":-42.1}},{"slug":"oklo","name":"Oklo","name_en":"Oklo","tier":3,"returns_yearly":{"2022":0.7,"2023":6.5,"2024":101,"2025":238,"2026":-42.5}},{"slug":"d-wave","name":"D-Wave Quantum","name_en":"D-Wave Quantum","tier":3,"returns_yearly":{"2022":-85.3,"2023":-38.9,"2024":854.5,"2025":211.3,"2026":-44.3}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"hitachi-hightech","name":"히타치 하이테크","name_en":"Hitachi High-Tech","tier":3,"returns_yearly":null},{"slug":"sk-siltron","name":"SK실트론","name_en":"SK Siltron","tier":3,"returns_yearly":null},{"slug":"hanwha-semitech","name":"한화세미텍","name_en":"Hanwha Semitech","tier":3,"returns_yearly":null},{"slug":"shinko","name":"신코덴키","name_en":"Shinko Electric Industries","tier":3,"returns_yearly":null},{"slug":"cerebras","name":"Cerebras","name_en":"Cerebras Systems","tier":3,"returns_yearly":null}],"analysis":"게임 IP·플랫폼 퍼블리셔. 2025년 +39.1% 뒤 2026년 -16.1%로 조정됐다. 공급단(평균 +11%)이 본주(-16.1%)보다 세게 움직였다. 공급 병목 국면의 전형으로, 본주 마진보다 공급사 물량 레버리지가 먼저 반영되고 있다는 신호다. 연결 노드 중 가장 앞선 곳은 애플(+18%), 가장 처진 곳은 마이크로소프트(+4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Take-Two Interactive Software, Inc. operates across Game IP and platform publisher. After +39.1% in 2025, it corrected -16.1% in 2026. The supply side (avg +11%) has moved harder than the stock (-16.1%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is Apple (+18%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Mobile generated half of FY2026 revenue, while the company pays fees and royalties to major app stores and console platforms and expands its owned IP and development capacity through acquisitions.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Gearbox Entertainment Company","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-05-20","basis":"Gearbox 지분 100% 인수의 인수일 기준 대가 공정가치","value":410400000,"period":"acquisition completed 2024-06-11","basis_en":"Acquisition-date fair value of consideration for 100% of Gearbox","qualifier":null},"note":"테이크투는 2024년 6월 Gearbox 지분 100% 인수를 완료해 Borderlands 등 IP와 콘솔·PC 개발 역량을 내부화했다. 최종 인수일 기준 대가의 공정가치는 4억1,040만달러였다.","note_en":"Take-Two completed its acquisition of 100% of Gearbox in June 2024, bringing the Borderlands franchise and console and PC development capacity in-house. The acquisition-date fair value of consideration was $410.4 million.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-05-20","url":"https://www.sec.gov/Archives/edgar/data/946581/000162828025026694/ttwo-20250331.htm","title":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2025-05-20)","title_en":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2025-05-20)","excerpt":"Gearbox 인수일 기준 대가의 공정가치는 총 4억1,040만달러였다.","excerpt_en":"acquisition-date fair value of the consideration totaled $410.4"}]},{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-05-22","basis":"Apple 고객 매출이 FY2026 총매출에서 차지한 최소 비중","value":10,"period":"FY2026","basis_en":"Minimum share of FY2026 total revenue attributable to Apple as a customer","qualifier":"more_than"},"note":"App Store는 테이크투 모바일 게임의 핵심 유통·결제 채널이다. FY2026 Apple은 개별적으로 총매출의 10%를 넘긴 고객이었다.","note_en":"The App Store is a core distribution and payment channel for Take-Two's mobile games. Apple individually represented more than 10% of total revenue in FY2026.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-22","url":"https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm","title":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2026-05-22)","title_en":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2026-05-22)","excerpt":"Apple은 FY2026 총매출의 10%를 넘긴 고객으로 공시됐다.","excerpt_en":"Apple ... more than 10.0% of our net revenue"}]},{"direction":"revenue","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-05-22","basis":"Microsoft 고객 매출이 FY2026 총매출에서 차지한 최소 비중","value":10,"period":"FY2026","basis_en":"Minimum share of FY2026 total revenue attributable to Microsoft as a customer","qualifier":"more_than"},"note":"Xbox Live와 Xbox 콘솔은 테이크투 게임의 주요 디지털 유통·판매 채널이다. FY2026 Microsoft는 개별적으로 총매출의 10%를 넘긴 고객이었다.","note_en":"Xbox Live and Xbox consoles are major digital distribution and sales channels for Take-Two's games. Microsoft individually represented more than 10% of total revenue in FY2026.","sources":[{"stance":"confirms","publisher":"FactorsToday","publisher_en":"FactorsToday","kind":"analysis","lang":"en","published_at":"2026-08-21","url":"https://www.factorstoday.com/research/TTWO","title":"Take-Two Interactive Software, Inc. (NASDAQ: TTWO) — The Launch Is De-Risking; the Price Is Not","title_en":"Take-Two Interactive Software, Inc. (NASDAQ: TTWO) — The Launch Is De-Risking; the Price Is Not","excerpt":"분석은 Microsoft를 FY2026 매출의 10%를 넘긴 플랫폼 고객으로 재확인했다.","excerpt_en":"Apple, Sony, Google and Microsoft each exceeded 10%."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-22","url":"https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm","title":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2026-05-22)","title_en":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2026-05-22)","excerpt":"Microsoft는 FY2026 총매출의 10%를 넘긴 고객으로 공시됐다.","excerpt_en":"Microsoft ... more than 10.0%"},{"stance":"mentions","publisher":"키움증권 리서치센터","publisher_en":"Kiwoom Securities Research Center","kind":"research","lang":"ko","published_at":"2026-03-03","url":"https://bbn.kiwoom.com/rfCC1395","title":"단기 우려는 제한적, GTA VI 판매량은 시장 컨센서스 상회 여지 존재","title_en":"Near-Term Concerns Are Limited; GTA VI Sales May Exceed Market Consensus","excerpt":"PS5와 Xbox X/S의 누적 합산 판매량은 2026년 말까지 1.4억 대로 증가할 것으로 전망했다.","excerpt_en":"The report forecasts the combined PS5 and Xbox Series X/S installed base to reach 140 million by the end of 2026."}]},{"direction":"cost","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-05-22","basis":"App Store 유통·결제에 대해 Apple에 지급한 모바일 플랫폼 수수료","value":null,"period":"FY2026 relationship disclosed","basis_en":"Mobile platform fees paid to Apple for App Store distribution and payment processing","qualifier":"confirmed_no_disclosed_value"},"note":"테이크투는 App Store에서 발생하는 모바일 플랫폼 수수료를 매출원가로 처리한다. Apple에 지급한 개별 금액은 공개하지 않았다.","note_en":"Take-Two records mobile platform fees incurred through the App Store in cost of revenue. The amount paid specifically to Apple was not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-22","url":"https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm","title":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2026-05-22)","title_en":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2026-05-22)","excerpt":"Apple·Google 플랫폼 수수료는 발생 시 매출원가로 인식한다.","excerpt_en":"platform fees ... Cost of revenue"}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-05-22","basis":"Xbox 호환 제품 제조와 디지털 다운로드 매출에 대해 Microsoft에 지급한 로열티","value":null,"period":"Xbox publisher agreements disclosed through FY2026","basis_en":"Royalties paid to Microsoft for Xbox-compatible product manufacturing and digitally downloaded content revenue","qualifier":"confirmed_no_disclosed_value"},"note":"Xbox 퍼블리셔 계약에 따라 테이크투는 제조 수량 또는 디지털 다운로드 매출을 기준으로 Microsoft에 로열티를 지급한다. 개별 지급액은 공개하지 않았다.","note_en":"Under its Xbox publisher agreements, Take-Two pays Microsoft royalties based on units manufactured or digitally downloaded content revenue. The specific amount paid was not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-22","url":"https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm","title":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2026-05-22)","title_en":"TAKE TWO INTERACTIVE SOFTWARE INC 10-K (2026-05-22)","excerpt":"Xbox 계약은 테이크투가 Microsoft에 로열티를 지급하도록 규정한다.","excerpt_en":"royalty payments to Microsoft"}]}]}