Hollsteen

Take-Two · customer concentration

Take-Two’s biggest customers

Who are Take-Two’s biggest customers?

Second Customer: 25% of FY2026 revenue

Second Customer (not named in filing)25%One Large Customer (not named in filing)22%Third Customer (not named in filing)15%Fourth Customer (not named in filing)12%10% disclosure line

The filing does not name this customer. Hollsteen never guesses names.

Also disclosed for FY2026 (customer groups, not one customer): Five Largest Customers 81%.

“Sales to our five largest customers during the fiscal year ended March 31, 2026, accounted for 80.6% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0% of our net revenue.”

Take-Two 10-K, verbatim · 10-K · filed May 22, 2026

Is Take-Two getting more dependent on one customer?

Largest disclosed customer, by fiscal year

32%FY202039%FY202138%FY202224%FY202323%FY202424%FY202525%FY2026

All Take-Two facts from SEC filings · Customer concentration of all companies