Although revenue exceeded expectations, Take-Two executives still feel that there are many crises

2025-08-15 23:30:01|Myriagame |source：minecraft skins

Zerlaus Zelnik, CEO of GTA publisher Take-Two, has adjusted his expectations.Thanks to the exceeding expectations for the first quarter of fiscal 2026 (2025 in our real world), the company currently expects revenue to reach $6.1 to $6.2 billion throughout the fiscal year, higher than previous expectations of $5.95 to $6.05 billion.This must be a good thing.

However, in an interview, Zelnik said that the daily operating standards of the company's executives are "acting like being chased by a wolf pack.""We are always on guard behind us and run wildly like a big enemy." said the CEO.

On the one hand, this is just a cliché of corporate clichés.No MBA in the world is in a hurry to brag about how "desire for progress", "ambitious" and "flexible" they are - even if they manage a giant company that is firmly at the top of the stock market and slow to act.After all, sitting down and telling reporters “To be honest, everything is going well, and I’m a little too lazy to worry about it”, which is likely to make the stock price fall continuously.

But it is worth noting that the specific questions Zelnik responded to.The reporter suggested to the boss that the tastes of the younger generation seem to be changing.Is Generation Z really obsessed with picture quality fidelity and in-depth simulation gameplay? The answer is no.They were playing "Roblox", and the style of that game was as rough as the product of the PS1 era.Take-Two currently has almost no product that can seize the market in this field.

“I always say that arrogance is the enemy of continuous success,” Zelnik said. “We know that in the next two or three years, five or even ten years… there will be a whole new series of popular games, and even new forms of games may be born.”

The implication is that if Take-Two is satisfied with the dominant position brought by "GTA" and fails to keep up with the industry trend, it is likely to be surpassed or even replaced by its competitors.If I were an investor in Take-Two, these words might have reassured me, but it sounds like Take-Two hasn't quite figured out the direction of the future yet—or rather, it's not ready to talk publicly.

"Our three major strategies are to become the most creative, innovative and efficient company in the industry," Zelnik said, but this is equivalent to not saying it.“I’m not sure what young people want in detail, how different it is from other crowds, but I’m sure there’s a huge chance if you can bring them something great and unexpected.”

This is not so much a plan as an atmosphere.Perhaps the atmosphere is right, but I guess that once GTA 6 is finally released next year, the brief financial boom it brings has subsided and investors start asking about the next growth point, Zelnik and his team will have to turn this "atmosphere" into a more specific solution.At least Zelnik knew this very well.Last year, he philosophically talked about the ephemerality of everything (including GTA): “If we don’t try new things… we are really taking the risk of ‘demolting furniture for heating’.”

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