Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of TTWO revenue | Skew |
|---|---|---|---|
| MSFTMicrosoft Corporation | 0.20% | 10.00% | 50× |
| SONYSony Computer Entertainment, Inc. | 0.85% | 10.00% | 12× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Sales to our five largest customers during the fiscal year ended March 31, 2025, accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0% of our net revenue.”
$666M relationship50× more of TTWO’s book than MSFT’s
basisTTWO fy2026 · closed 2026-03 $6.7BMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001628280-25-026694cik 0000946581
“Sales to our five largest customers during the fiscal year ended March 31, 2025, accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0% of our net revenue.”
$666M relationship12× more of TTWO’s book than SONY’s
basisTTWO fy2026 · closed 2026-03 $6.7BSONY fy2026 · closed 2026-03 $78.4B
“A significant portion of our mobile titles are distributed, marketed, and promoted through third parties, primarily Apple's App Store and the Google Play Store.”
FILING10-K0001628280-25-026694cik 0000946581
“We are required to obtain licenses from certain of our competitors, including Sony and Microsoft, to develop and publish titles for their respective hardware platforms.”
FILING10-K0001628280-25-026694cik 0000946581
“We are required to obtain licenses from certain of our competitors, including Sony and Microsoft, to develop and publish titles for their respective hardware platforms.”
FILING10-K0001628280-25-026694cik 0000946581
“A significant portion of our mobile titles are distributed, marketed, and promoted through third parties, primarily Apple's App Store and the Google Play Store.”
FILING10-K0001628280-25-026694cik 0000946581
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
FILING10-K0001628280-25-026694cik 0000946581
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
FILING10-K0001628280-25-026694cik 0000946581
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
FILING10-K0001628280-25-026694cik 0000946581
“We also derive significant revenues from distribution on third‑party mobile and web platforms, such as the Apple App Store, the Google Play Store, and Facebook, which are also our direct competitors and, in some cases, the exclusive means through which our content reaches gamers on those platforms, and most of the virtual currency we sell is purchased using these platform providers' payment processing systems.”
FILING10-K0001628280-25-026694cik 0000946581
“We rely upon third-party digital delivery platforms, such as Microsoft's Xbox Live, PlayStation Network, Steam, Epic, and other third-party service providers, to provide connectivity from the consumer to our digital products and our online services.”
FILING10-K0001628280-25-026694cik 0000946581
“We rely upon third-party digital delivery platforms, such as Microsoft's Xbox Live, PlayStation Network, Steam, Epic, and other third-party service providers, to provide connectivity from the consumer to our digital products and our online services.”
FILING10-K0001628280-25-026694cik 0000946581
“The agreement requires us to submit products to Sony for approval and for us to make royalty payments to Sony based on the number of units manufactured or revenue from digitally downloaded content.”
FILING10-K0001628280-25-026694cik 0000946581
“We rely upon third-party digital delivery platforms, such as Microsoft's Xbox Live, PlayStation Network, Steam, Epic, and other third-party service providers, to provide connectivity from the consumer to our digital products and our online services.”
FILING10-K0001628280-25-026694cik 0000946581
“Platform manufacturers, such as Sony, Microsoft, and Nintendo, either manufacture or control the selection of approved manufacturers of physical copies of software products sold for use on their respective hardware platforms.”
FILING10-K0001628280-26-037434cik 0000946581
“Within these regions, China is our most established market, where we offer NBA 2K Online through our partnership with Tencent.”
FILING10-K0001628280-26-037434cik 0000946581
Watchlist prices, news filtered to it, and its next report on your desk.
Prev close 211.91 · gapped above the open, never looked back. High/low 212.47 at 4:00 am ET, 212.20 at 4:30 am ET.
Take Two Interactive Software Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Prepackaged Software
Take Two Interactive Software Inc has 10 disclosed suppliers and 6 disclosed customers. Each one is named in an SEC filing, either Take Two Interactive Software Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
TTWO (Take Two Interactive Software Inc) has 10 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: MSFT −0.35%, in cloud.