Take-Two Interactive vs Copart
Take-Two Interactive vs Copart: this page compares business models, financial performance, and market context to help readers understand how the two companies operate and compete. The analysis remains neutral and accessible, outlining key factors that shape their strategic approaches and industry position. Educational content, not financial advice.
Take-Two Interactive vs Copart: this page compares business models, financial performance, and market context to help readers understand how the two companies operate and compete. The analysis remains...
Why It's Moving
Take-Two Crushes Q2 Expectations and Raises Full-Year Outlook as GTA VI Locks In Fall Launch.
- Q2 net bookings rocketed 33% year-over-year to $1.96 billion, with recurrent consumer spending up 20% and comprising 73% of total, highlighting sticky engagement in live services.
- Fiscal 2026 net bookings outlook lifted to $6.4-$6.5 billion, reflecting 14% growth at midpoint and confidence in core franchises like NBA 2K and mobile titles for H2 strength.
- GTA VI delayed to November 19, 2026 for extra polish, alongside excitement for upcoming slate including Judas, Mafia: The Old Country, and The Next Bioshock.
Copart Delivers EPS Beat but Revenue Miss Sparks Investor Caution After Q1 Earnings.
- Net income climbed 11.5% to $404 million, highlighting Copart's sharp cost controls and profitability even as volumes softened.
- Fee revenue per unit surged over 7%, driven by 8.5% higher average selling prices, boosting gross profit 4.9% to $537 million.
- US unit sales fell 7.9%, tied to timing in rental sales and lower inventory, though management eyes growth in high-value fleet and finance channels.
Take-Two Crushes Q2 Expectations and Raises Full-Year Outlook as GTA VI Locks In Fall Launch.
- Q2 net bookings rocketed 33% year-over-year to $1.96 billion, with recurrent consumer spending up 20% and comprising 73% of total, highlighting sticky engagement in live services.
- Fiscal 2026 net bookings outlook lifted to $6.4-$6.5 billion, reflecting 14% growth at midpoint and confidence in core franchises like NBA 2K and mobile titles for H2 strength.
- GTA VI delayed to November 19, 2026 for extra polish, alongside excitement for upcoming slate including Judas, Mafia: The Old Country, and The Next Bioshock.
Copart Delivers EPS Beat but Revenue Miss Sparks Investor Caution After Q1 Earnings.
- Net income climbed 11.5% to $404 million, highlighting Copart's sharp cost controls and profitability even as volumes softened.
- Fee revenue per unit surged over 7%, driven by 8.5% higher average selling prices, boosting gross profit 4.9% to $537 million.
- US unit sales fell 7.9%, tied to timing in rental sales and lower inventory, though management eyes growth in high-value fleet and finance channels.
Investment Analysis
Pros
- Strong revenue growth projected with an increase from $6.3 billion to $9.59 billion next year, a 52.24% jump.
- Significant turnaround in EPS with a forecasted rise from 2.93 this year to 9.27 next year, indicating improving profitability.
- Robust portfolio of well-known game franchises including Grand Theft Auto, NBA 2K, Borderlands, and others offering diversified revenue streams.
Considerations
- Recent delays in highly anticipated titles like Grand Theft Auto VI pose execution risks and may impact near-term revenue.
- High price-to-earnings ratio forecast of 86.82 next year suggests valuation may be stretched relative to earnings.
- Historically volatile EPS performance with significant negative earnings in recent years could indicate underlying operational challenges.
Copart
CPRT
Pros
- Leading position in the vehicle auction and remarketing industry with extensive online platform reach.
- Strong revenue growth centered on increasing used vehicle demand and expanding digital auction capabilities.
- Solid balance sheet supporting technological investments and international expansion opportunities.
Considerations
- Highly cyclical business sensitive to macroeconomic conditions affecting vehicle supply and demand.
- Regulatory risks related to environmental policies and vehicle import/export rules could impact operations.
- Execution risks tied to technological platform upgrades and competition from emerging digital marketplaces.
Take-Two Interactive (TTWO) Next Earnings Date
Take-Two Interactive's next earnings date is scheduled for Tuesday, February 3, 2026, following the market close with a conference call at 4:30 PM ET. This release will cover the third quarter of fiscal year 2026, ending December 2025. The date aligns with the company's official announcement and historical quarterly patterns.
Copart (CPRT) Next Earnings Date
Copart, Inc. (CPRT) is scheduled to report its next earnings on February 19, 2026. This earnings release will cover the second quarter of fiscal 2026, ending January 31, 2026. The company typically releases earnings after market close, followed by a conference call with management to discuss the quarterly results. Based on historical patterns, this aligns with Copart's standard earnings calendar schedule.
Take-Two Interactive (TTWO) Next Earnings Date
Take-Two Interactive's next earnings date is scheduled for Tuesday, February 3, 2026, following the market close with a conference call at 4:30 PM ET. This release will cover the third quarter of fiscal year 2026, ending December 2025. The date aligns with the company's official announcement and historical quarterly patterns.
Copart (CPRT) Next Earnings Date
Copart, Inc. (CPRT) is scheduled to report its next earnings on February 19, 2026. This earnings release will cover the second quarter of fiscal 2026, ending January 31, 2026. The company typically releases earnings after market close, followed by a conference call with management to discuss the quarterly results. Based on historical patterns, this aligns with Copart's standard earnings calendar schedule.
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