ttwo stock: GTA 6 Delay and Earnings Miss

GTA 6 Delayed Again? Color Me Shocked (Not)

Alright, so Rockstar's pushing back GTA 6. Again. November 2026, they're saying now. You know what? Color me absolutely stunned. Stunned, I say!

...Okay, no, I'm not stunned. Not even a little.

The Inevitable Delay

Let's be real, did anyone actually believe it was coming out when they said it was? These mega-hyped games always get delayed. It's like a law of nature at this point. Like, water is wet, the sky is blue, and Rockstar will inevitably announce another delay for GTA 6. I wonder what the over/under was on this one in Vegas? I'd have put my mortgage on it.

Rockstar's excuse? They need more time to polish it, to make sure it meets their "high-quality standards." Oh, please. Spare me the corporate BS. Every game company says that when they screw up their release schedule. It's the standard PR line. I mean, offcourse, nobody wants a buggy mess on launch day, but at this point, the hype train has been chugging along for so damn long, it's gotta be running out of steam.

And the stock price? Down 10%? HA! Serves 'em right. Maybe if they spent less time crafting carefully-worded apologies and more time, you know, making the freakin' game, things would be different. Take-Two delays GTA 6 release to November 2026; shares fall (TTWO:NASDAQ)

Seriously, though, is "high-quality standards" even a real thing anymore? Or is it just code for "we mismanaged the project, and now we're scrambling to fix it"? Maybe that's too cynical. Nah, it ain't.

The Fiscal Year Fallout

So, earnings per share missed the mark, coming in at -$0.73 versus the $0.94 expected. Ouch. But revenue did beat expectations, hitting $1.77 billion. Go figure. They're making money hand over fist, even without releasing the golden goose. Speaks volumes, doesn't it?

And the guidance for fiscal year 2026? Revenue is looking good, but EPS is still in the red. So, basically, they're saying, "We're selling a lot of stuff, but we're still losing money." How does that even work? Are they lighting money on fire in the Rockstar offices?

I mean, I get it. Game development is expensive. But at some point, you gotta deliver, right? You can't just keep raking in cash while dangling the carrot of GTA 6 in front of everyone's faces. It's cruel, man. Cruel.

Oh, and analysts still have a "Strong Buy" rating on the stock? Give me a break. What are they smoking? Maybe I should get into the "analyst" business. Seems like you can just say whatever you want and still get paid.

The Endless Wait

The first trailer dropped in December 2023. Feels like a lifetime ago, doesn't it? Remember the hype? The speculation? The endless YouTube videos breaking down every single frame? Good times. Simpler times. Before we knew the wait would be... endless.

I'm starting to think GTA 6 is the new Half-Life 3. A mythical beast that everyone talks about but no one ever actually sees. Will it ever come out? Maybe. Will it live up to the hype? Probably not. Is it worth getting worked up about? Honestly, I don't even know anymore.

Then again, maybe I'm the crazy one here. Maybe I'm just too jaded. Maybe everyone else is right to be excited. Maybe GTA 6 will be the greatest game ever made.

...Nah.

Just Release the Damn Game Already!