Verified peer comparison

TTWO vs DIS

Take-Two Interactive Software, Inc. compared with The Walt Disney Company. This page compares both source-verified company profiles and does not introduce an unverified price target.

TTWO

Take-Two Interactive Software, Inc.

$189.43

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DIS

The Walt Disney Company

$189.43

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High: --
Low: --
Market Cap: --

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Company-specific comparison

Business exposure

TTWO: Interactive Home Entertainment

DIS: Movies and Entertainment

Upside lens

TTWO: The planned launch can drive a multiyear cycle of sales and recurrent spending. Rockstar, 2K and Zynga provide diversified console, PC and mobile releases. Live services can extend franchise monetization between major launches.

DIS: Improving direct-to-consumer profitability and deeper integration of Disney's streaming services can turn subscriber engagement into more durable earnings. New cruise ships and continued investment in parks and attractions can expand capacity and monetize Disney's intellectual property across destinations. A strong release slate and the evolution of ESPN's direct-to-consumer offering can extend franchise engagement and create new distribution and bundling opportunities.

Risk lens

TTWO: Delays or quality issues in major titles can materially shift earnings. Results depend heavily on a limited number of major franchises. User acquisition costs and platform policies can pressure Zynga economics.

DIS: Cord-cutting and audience fragmentation can continue reducing affiliate and advertising economics before streaming fully offsets the decline. Economic weakness, international visitation pressure, weather, construction execution and high fixed costs can reduce returns from parks and cruise investment. Unpredictable content performance and rising sports-rights and production costs can pressure margins across Entertainment and Sports.

Verified sources

Take-Two Interactive Software, Inc. Reports Results for Fourth Quarter and Fiscal Year 2026Take-Two Interactive Software, Inc. · earningsVerified