Game IP and platform publisher
Take-Two Interactive Software, Inc.
Take-Two sells console, PC, and mobile games and in-game content through Rockstar Games, 2K, and Zynga. 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.
Business categories Streaming & Entertainment · Communications & Media · primary
TTWO Updated Sep 12, 2026 5 AI consumers· 3 recurring
Per the valuechain.wiki graph, Take-Two Interactive Software, Inc. is directly linked to 2 companies (2 supply, 2 revenue relationships) and reaches 83 companies within two hops; the links are backed by 4 dated sources, 2 of them primary filings (as of 2026-09-12).
Financials & Segments
- Total revenue · FY2026 total revenue of $6.6564 billion
- Segments · Mobile · Console · PC and other
Revenue from
- Apple High confidence· Revenue share 10 percent · FY2026 · Minimum share of FY2026 total revenue attributable to Apple as a customer
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. - Microsoft High confidence· Revenue share 10 percent · FY2026 · Minimum share of FY2026 total revenue attributable to Microsoft as a customer
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.Confirms EN FactorsToday Published Aug 21, 2026: Take-Two Interactive Software, Inc. (NASDAQ: TTWO) — The Launch Is De-Risking; the Price Is NotMentions KO Kiwoom Securities Research Center Published Mar 3, 2026: Near-Term Concerns Are Limited; GTA VI Sales May Exceed Market Consensus
Pays to
- Apple High confidence
Take-Two records mobile platform fees incurred through the App Store in cost of revenue. The amount paid specifically to Apple was not disclosed. - Microsoft High confidence
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.
Investments
- The Gearbox Entertainment Company, Inc. High confidence· Amount $410M · acquisition completed 2024-06-11 · Acquisition-date fair value of consideration for 100% of Gearbox
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.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Target Corporation | lead2 | +32.9 | -34.2 | -1.4 | -2.3 | -24.5 | +72.9 |
| Snowflake | lead2 | +20.4 | -57.6 | +38.6 | -22.4 | +42.1 | +68.2 |
| Starbucks Corp | lead2 | +11.1 | -13.2 | -1.2 | -2.5 | -5.3 | +26.3 |
| Johnson Controls | lead2 | +77.4 | -19.3 | -7.6 | +39.8 | +53 | +21.7 |
| Kenvue Inc. | lead2 | · | · | · | +3.1 | -15.9 | +12.4 |
| Rockwell Automation, Inc. | lead2 | +41.2 | -24.8 | +22.6 | -6.2 | +38.4 | +12.3 |
| Illinois Tool Works Inc. | lead2 | +23.6 | -8.5 | +21.6 | -1 | -0.4 | +11 |
| Costco Wholesale | lead2 | +51.8 | -19 | +49 | +39.6 | -5.4 | +10.3 |
| Parker-Hannifin Corporation | lead2 | +18.3 | -6.9 | +60.8 | +39.6 | +39.5 | +10.2 |
| 3M Company | lead2 | +4.9 | -29.6 | -3.3 | +46.1 | +26.4 | +6.8 |
| The Kraft Heinz Company | lead2 | +8 | +18.2 | -5 | -13 | -16.3 | +6.1 |
| Walmart Inc | lead2 | +2 | -0.5 | +12.9 | +74 | +24.5 | +0.6 |
| Ralph Lauren Corporation | lead2 | +16.7 | -8.4 | +39.8 | +62.9 | +55 | -0.2 |
| Dover Corporation | lead2 | +45.7 | -24.3 | +15.2 | +23.3 | +5.2 | -0.5 |
| Veralto Corporation | lead2 | · | · | · | +24.3 | -1.6 | -3.2 |
| Roper Technologies | lead2 | +14.7 | -11.6 | +26.9 | -4.1 | -13.8 | -7.9 |
| ServiceNow | lead2 | +17.9 | -40.2 | +82 | +50.1 | -27.7 | -8 |
| Axon Enterprise, Inc. | lead2 | +28.1 | +5.7 | +55.7 | +130.1 | -4.4 | -9.2 |
| Stryker Corporation | lead2 | +10.2 | -7.4 | +23.8 | +21.3 | -1.5 | -20.4 |
| Fiserv | lead2 | -8.8 | -2.6 | +31.4 | +54.6 | -67.3 | -21.1 |
| Cognizant Technology Solutions Corporation | lead2 | +9.6 | -34.5 | +34.4 | +3.5 | +9.7 | -23.6 |
| Adobe Inc. | lead2 | +13.4 | -40.7 | +77.3 | -25.5 | -21.3 | -23.9 |
| T-Mobile US, Inc. | lead2 | -14 | +20.7 | +15 | +39.7 | -6.6 | -25.6 |
| Autodesk, Inc. | lead2 | -7.9 | -33.5 | +30.3 | +21.4 | +0.1 | -26.4 |
| Boston Scientific Corporation | lead2 | +18.2 | +8.9 | +24.9 | +54.5 | +6.8 | -55.2 |
| Apple | lead1 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +18 |
| Microsoft | lead1 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
| Take-Two Interactive Software, Inc. | node | -14.5 | -41.4 | +54.6 | +14.4 | +39.1 | -16.6 |
| Apple | benef1 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +18 |
| Microsoft | benef1 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
| Micron Technology | benef2 | +24.2 | -45.9 | +71.9 | -1 | +240.2 | +256.4 |
| Seagate Technology | benef2 | +87.5 | -51.4 | +69.1 | +4.1 | +225.3 | +209.1 |
| AMD | benef2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +183.9 |
| Nebius Group | benef2 | · | · | · | · | +202.2 | +170.5 |
| Marvell | benef2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +163.4 |
| Intel | benef2 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +159.6 |
| Western Digital | benef2 | +17.7 | -51.6 | +66 | +13.9 | +283.7 | +130.9 |
| Astera Labs | benef2 | · | · | · | · | +25.6 | +105.7 |
| STMicroelectronics | benef2 | +32.4 | -26.8 | +41.7 | -49.7 | +5.3 | +102.2 |
| Wiwynn | benef2 | +24.7 | -22.3 | +206.4 | +3.5 | +64.4 | +92.3 |
| SK hynix | benef2 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +85.3 |
| Fujikura | benef2 | +25.7 | +64.5 | +29.2 | +425.4 | +216.9 | +67.4 |
| Kyocera | benef2 | +7.5 | -2.1 | +33.8 | -24 | +46.7 | +65.4 |
| Samsung Electronics | benef2 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +63.8 |
| GE Vernova | benef2 | · | · | · | · | +99 | +54 |
| Texas Instruments | benef2 | +17.5 | -9.9 | +6.4 | +13.1 | -4.5 | +51.5 |
| Analog Devices | benef2 | +21 | -4.9 | +23.4 | +8.8 | +29.8 | +51.1 |
| TSMC | benef2 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +50.3 |
| Arista Networks | benef2 | +97.9 | -15.6 | +94.1 | +87.7 | +18.5 | +47.9 |
| Infineon Technologies | benef2 | +10.4 | -8.6 | +3.4 | -4 | +31 | +42.5 |
| Caterpillar | benef2 | +16 | +18.6 | +25.9 | +24.7 | +60.3 | +40.6 |
| Globalstar | benef2 | +241.2 | +14.7 | +45.9 | +6.7 | +96.6 | +37.3 |
| Ciena | benef2 | +45.6 | -33.8 | -11.7 | +88.4 | +175.8 | +37.3 |
| Equinix | benef2 | +20.3 | -21.1 | +25.4 | +19.5 | -16.9 | +37.3 |
| Jabil | benef2 | +66.4 | -2.5 | +87.4 | +13.3 | +58.7 | +36.3 |
| Eaton | benef2 | +46.7 | -7.2 | +56.2 | +39.5 | -2.8 | +36 |
| Pegatron | benef2 | -5.9 | +0.6 | +35.3 | +21.2 | -23.8 | +34.5 |
| Digital Realty | benef2 | +30.7 | -41 | +39.9 | +35.9 | -10.1 | +23.4 |
| Amkor Technology | benef2 | +65.6 | -2.3 | +40.3 | -20.8 | +55.9 | +21.6 |
| Quanta Computer | benef2 | +22.2 | -12.8 | +254.5 | +12.7 | +8.9 | +21.2 |
| Skyworks Solutions | benef2 | +2.7 | -39.9 | +26.5 | -18.9 | -25.5 | +19.2 |
| Credo Technology | benef2 | · | · | +46.3 | +245.2 | +114.1 | +18.5 |
| ABB | benef2 | +23.9 | +7.3 | +18.9 | +39 | +36.1 | +18.4 |
| IREN | benef2 | · | -92.3 | +472 | +37.3 | +284.6 | +18.3 |
| Foxconn (Hon Hai) | benef2 | -5.1 | +2.8 | +7.8 | +80.1 | +26.9 | +16.3 |
| CoreWeave | benef2 | · | · | · | · | · | +14.6 |
| Schneider Electric | benef2 | +25.9 | +1.6 | +25.8 | +36.1 | +0.5 | +11.7 |
| Sony Semiconductor Solutions | benef2 | +27.2 | -8.4 | +27.8 | +17.9 | +1 | +11.4 |
| Cummins | benef2 | -1.7 | +14.1 | +1.7 | +48.9 | +49.4 | +11 |
| Automatic Data Processing, Inc. | benef2 | +42.6 | -1.3 | -0.2 | +28.4 | -10.2 | +9.6 |
| 3M Company | benef2 | +4.9 | -29.6 | -3.3 | +46.1 | +26.4 | +6.8 |
| NXP Semiconductors | benef2 | +44.8 | -29.2 | +48.4 | -8 | +6.4 | +5.9 |
| Expedia Group, Inc. | benef2 | +36.5 | -51.5 | +73.3 | +22.8 | +53.3 | +5.8 |
| Broadcom | benef2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +5 |
| WEC Energy Group | benef2 | +8.7 | -0.5 | -7 | +16.1 | +16 | +3.1 |
| BlackRock | benef2 | +29.4 | -20.4 | +17.9 | +29.3 | +6.6 | +2.8 |
| Berkshire Hathaway | benef2 | +29 | +3.3 | +15.5 | +27.1 | +10.9 | +0.7 |
| Qualcomm | benef2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +0.2 |
| Sunny Optical | benef2 | -1.5 | -46.8 | -54.4 | +46 | -8.9 | -1.9 |
| Luxshare Precision | benef2 | -11.9 | -30.2 | -21.2 | +58.8 | +29.3 | -7.4 |
| Brookfield Asset Management Ltd. | benef2 | · | · | +45.6 | +39.7 | -0.2 | -9.7 |
| IonQ | benef2 | · | -79.3 | +259.1 | +237.1 | +7.4 | -11.9 |
| Constellation Energy | benef2 | · | · | +37.2 | +92.7 | +58.8 | -15.3 |
| Alibaba Group | benef2 | -49 | -25.8 | -10.8 | +11.8 | +75.8 | -22 |
| BYD Electronics | benef2 | -56.1 | +16 | -0.4 | +60.6 | -19.4 | -24.1 |
| Las Vegas Sands Corp. | benef2 | -36.8 | +27.7 | +3.1 | +6.2 | +29.5 | -30.6 |
YTD as of 2026-10-09 · source: Yahoo Finance
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 generated from returns as of 2026-09-04← All companiesMarkdown · JSON · Customers · Suppliers · Ripple