Take-Two Interactive vs Trip.com
This page compares Take-Two Interactive and Trip.com Group Ltd, outlining how their business models, financial performance, and market context differ. It presents strategy, revenue streams, geographic exposure, and competitive position in a clear, neutral overview for general readers. Educational content, not financial advice.
This page compares Take-Two Interactive and Trip.com Group Ltd, outlining how their business models, financial performance, and market context differ. It presents strategy, revenue streams, geographic...
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.
Trip.com Plunges 17% as Chinese Antitrust Probe Sparks Investor Panic
- Stock tumbled $12.90 to $62.78 on January 14, marking a sharp 17.05% drop amid fears of antitrust violations eroding competitive edges.
- Follow-on selling pushed shares further down 2.36% to $61.30, with a law firm launching a securities probe into possible misleading disclosures.
- Lingering pressure leaves TCOM oversold per technicals, contrasting upbeat analyst targets around $85 despite regulatory clouds.
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.
Trip.com Plunges 17% as Chinese Antitrust Probe Sparks Investor Panic
- Stock tumbled $12.90 to $62.78 on January 14, marking a sharp 17.05% drop amid fears of antitrust violations eroding competitive edges.
- Follow-on selling pushed shares further down 2.36% to $61.30, with a law firm launching a securities probe into possible misleading disclosures.
- Lingering pressure leaves TCOM oversold per technicals, contrasting upbeat analyst targets around $85 despite regulatory clouds.
Investment Analysis
Pros
- Take-Two boasts a strong portfolio of owned intellectual property, including franchises like Grand Theft Auto, Borderlands, and NBA 2K, supporting long-term growth potential.
- Management raised fiscal 2026 guidance, forecasting approximately 14% bookings growth and 26% adjusted EPS growth, signaling confidence in operational performance.
- Recent quarterly results surpassed expectations, demonstrating execution capability and sustained revenue growth of 14% over the last twelve months.
Considerations
- The launch of Grand Theft Auto VI has been delayed by about six months to November 2026, potentially impacting near-term stock momentum and earnings.
- Shares currently trade at a high EV/EBITDA multiple above 60, indicating potentially rich valuation relative to earnings and operational cash flow.
- The company's trailing twelve-month net income shows a substantial loss, reflecting high costs and investment that may pressure profitability in the short term.
Trip.com
TCOM
Pros
- Trip.com Group benefits from being a leading online travel service provider with a broad global footprint and diversified service offerings.
- The company has capitalised on the recovery of global travel demand post-pandemic, showing improving revenue trajectories and market share gains.
- Strong liquidity position with sufficient cash reserves supports ongoing investments in technology and market expansion initiatives.
Considerations
- Trip.com faces regulatory risks in China and evolving travel restrictions worldwide, which could disrupt business operations and growth prospects.
- The travel industry’s high cyclicality exposes Trip.com to economic downturns and seasonality, leading to variable financial performance.
- Competition from global and regional travel platforms remains intense, pressuring margins and requiring continued innovation and marketing spend.
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.
Trip.com (TCOM) Next Earnings Date
Trip.com Group (TCOM) has scheduled its next earnings report for February 23, 2026, after market close. This release will cover the fourth quarter of 2025 (period ending December 31, 2025). Historical patterns indicate releases typically occur in late February for Q4 results.
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.
Trip.com (TCOM) Next Earnings Date
Trip.com Group (TCOM) has scheduled its next earnings report for February 23, 2026, after market close. This release will cover the fourth quarter of 2025 (period ending December 31, 2025). Historical patterns indicate releases typically occur in late February for Q4 results.
Which Baskets Do They Appear In?
Gaming M&A Targets Might Surface in 2025
Reports of a potential $50 billion deal to take Electronic Arts private have sent shockwaves through the gaming industry. This theme focuses on other publicly traded video game companies that could become the next acquisition targets in a new wave of industry consolidation.
Published: September 27, 2025
Explore BasketPlayStation 5 Price Hike: Gaming Market Impact 2025
Sony's decision to raise PlayStation 5 prices in the U.S. due to tariff pressures reflects a wider trend of inflation in the gaming industry. This shift could drive investment toward alternative gaming platforms and secondary market retailers.
Published: August 21, 2025
Explore BasketPS5 Price Rise: Gaming Software Stocks Analysis 2025
Sony has increased the price of its PlayStation 5 consoles in the U.S., citing the impact of tariffs. This shift could make video game software publishers a more attractive investment, as consumers who already own consoles continue to purchase new games.
Published: August 21, 2025
Explore BasketWhich Baskets Do They Appear In?
Gaming M&A Targets Might Surface in 2025
Reports of a potential $50 billion deal to take Electronic Arts private have sent shockwaves through the gaming industry. This theme focuses on other publicly traded video game companies that could become the next acquisition targets in a new wave of industry consolidation.
Published: September 27, 2025
Explore BasketPlayStation 5 Price Hike: Gaming Market Impact 2025
Sony's decision to raise PlayStation 5 prices in the U.S. due to tariff pressures reflects a wider trend of inflation in the gaming industry. This shift could drive investment toward alternative gaming platforms and secondary market retailers.
Published: August 21, 2025
Explore BasketPS5 Price Rise: Gaming Software Stocks Analysis 2025
Sony has increased the price of its PlayStation 5 consoles in the U.S., citing the impact of tariffs. This shift could make video game software publishers a more attractive investment, as consumers who already own consoles continue to purchase new games.
Published: August 21, 2025
Explore BasketThe Software Shift: Beyond The Console Price Hike
Nintendo is increasing the price of its Switch consoles, a move that could shift consumer spending from hardware to software. This creates a potential opportunity for video game publishers and digital entertainment platforms.
Published: August 2, 2025
Explore BasketEU's Digital Markets Act Boosts App Economy
This collection features companies positioned to benefit from Apple's EU policy changes. App developers can now bypass App Store fees through alternative payment systems, potentially boosting their revenue, while payment processors gain access to new transaction streams.
Published: June 30, 2025
Explore BasketE-Sports Ecosystem Platforms
Dive into the companies building the backbone of competitive gaming worldwide. Our analysts have carefully selected these stocks based on their critical role in esports streaming, tournament organization, and professional team management—all positioned to benefit from the explosive growth in global viewership.
Published: June 17, 2025
Explore BasketZeitgeist Surfers
Ready to back companies that know how to stay popular? This carefully selected group of stocks represents businesses with an uncanny ability to ride cultural waves and capitalize on what's trending now. Our analysts have identified these companies for their potential to turn cultural momentum into growth.
Published: June 17, 2025
Explore BasketLoneliness Economy
Invest in companies that are turning the challenge of social isolation into business opportunities. These carefully selected stocks represent leaders in digital connection, pet companionship, and entertainment services designed for our increasingly solitary lives.
Published: June 17, 2025
Explore BasketDigital Playground
Enter the world of interactive entertainment investing. These carefully selected stocks span game development, hardware manufacturing, and esports platforms - chosen by our analysts for their growth potential and strong revenue models in this thriving digital sector.
Published: June 17, 2025
Explore BasketGaming
This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.
Published: May 26, 2025
Explore BasketBuy TTWO or TCOM in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Take-Two Interactive vs Copart
Take-Two Interactive vs Copart
Take-Two Interactive vs Target
Take-Two Interactive vs Target
Take-Two Interactive vs Chipotle
Take-Two Interactive vs Chipotle: a business comparison