oldmangamingguru

Take-Two stock closed at $216 yesterday. It was $209 the day after this delay announcement. A year of news, two delays totaling $7-8B in market cap destruction, and the stock has fully round-tripped to where it bottomed. The next forced repricing is May 21. That's the FY26 earnings call. Three things drop that day. FY27 guidance, the first full year that includes GTA 6. Take-Two's three-year pipeline through FY29. And likely confirmation of the $100 price point Strauss floated at iicon in Vegas this week. Run the math at $100. GTA V sold 215M+ copies at a $60 launch. If GTA 6 hits HALF that lifetime number at $100, that's $10.7B in unit revenue alone, before GTA Online attach. Consensus is already at $9.23B in FY27 net bookings, pricing in roughly 60M units year one at the new price. The setup nobody is pricing: GTA Online still generates over $1M per day a decade after GTA V launched. That's $365M per year on a 13-year-old game, and Take-Two has been sitting on that revenue while Rockstar rebuilt the engine. The 13-year gap between GTA V and GTA VI is the longest in franchise history. Every year of that gap engineered more pricing power. Strauss is now testing whether a flagship entertainment product can break the $70 industry ceiling. If yes, every AAA publisher reprices their roadmap and Take-Two captures a 43% per-unit premium on the biggest launch in gaming history. If no, the $70 ceiling holds for another decade. Stock at $216. Analyst median $277. High $305. The downside from delays is already priced. The upside from the price test is not. May 21 is the catalyst. Three weeks out.

This game has NEGATIVE aura Every preview looks like uncharted 4 a decade old game but worse!!! Bond music for the slowest car chase on earth, where is this sense of speed!!!

Great Games. Return of Xbox. Future of Play.

Game consoles are becoming a luxury only item for rich folk…. It’s really disappointing

A used PS5 digital version is now the same price the disc version was new at launch.