HIGHOutside partyCustomer
91%
Apple and Google mobile platforms
“10-K Item 1A: 'we derived 91.0% of our mobile revenue on Apple and Google platforms'”
TTWO · Concentration risk · 10-K extracted
Take-Two Interactive Software, (TTWO) concentration risks
Updated
The most significant concentration Take-Two Interactive Software, discloses is Apple and Google mobile platforms at 91%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Take-Two Interactive Software,’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 6 disclosed concentrations
HIGH3
MEDIUM1
LOW2
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partyCustomer
80.6%
top five customers
“10-K Item 1: 'Sales to our five largest customers during the fiscal year ended March 31, 2026, accounted for 80.6% of our net revenue'”
HIGHBuilt-inProduct / Revenue mix
54.3%
five best-selling franchises
“10-K Item 1A: 'the five best-selling franchises (including Grand Theft Auto), which may change year over year, in the aggregate accounted for 54.3% of our net revenue'”
MEDIUMOutside partyProduct / Revenue mix
39%
PlayStation and Xbox platforms
“10-K Item 1A: 'Sony's PlayStation consoles and Microsoft's Xbox consoles, which comprised 39.0% of our net revenue by product platform'”
LOWBuilt-inProduct / Revenue mix
12.4%
Grand Theft Auto
“10-K Item 1A: 'Grand Theft Auto products contributed 12.4% of our net revenue for the fiscal year ended March 31, 2026'”
LOWOutside partyCustomer
Apple, Sony, Google, and Microsoft
“10-K Item 1: 'with Apple, Sony, Google, and Microsoft each accounting for more than 10.0% of our net revenue'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company carries a high-share customer concentration, with its five largest customers accounting for 80.6% of net revenue in the most recent fiscal year. The channel is further shaped by a high-share platform dependency: revenue from Apple and Google mobile platforms represented 91.0% of mobile revenue, a dependency exposure since those platforms set distribution terms, cut rates, and can alter store policies unilaterally. On the console side, Sony PlayStation and Microsoft Xbox platforms comprised 39.0% of net revenue by product platform, a medium-share dependency tied to the console hardware cycle. The content side of the profile is also notable. The company's five best-selling franchises — including Grand Theft Auto — collectively accounted for 54.3% of net revenue, a high-share but structural exposure reflecting how the industry's blockbuster economics work rather than reliance on a single buyer. Grand Theft Auto individually contributed 12.4% of net revenue, a small share on its own and structural in character. Reinforcing the platform-customer overlap, Apple, Sony, Google, and Microsoft each accounted for more than 10% of net revenue, confirming that the four largest counterparties are platform companies whose terms govern both distribution and billing. The dominant risk in this profile is platform dependency, where decisions made by two or three counterparties can reset monetization rates across a large share of the business.
For the engine’s reasoning on TTWO’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Electronic Gaming & Multimedia
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| TTWO● | Take-Two Interactive Software, | 3 | 1 | 2 | 6 |
| RBLX | Roblox Corporation | 0 | 1 | 1 | 2 |
| EA | Electronic Arts Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.