Who Take-Two buys from and sells to
Publishes Grand Theft Auto, NBA 2K and Zynga mobile games, sold almost entirely through platform-owner stores.
Part of Digital Advertising spending
Buys from 2
- Rockstar Games (internal)Grand Theft Auto VI, due 19 November 2026
- NintendoNTDOYthe Switch platform and its store
Sells to 4
- AppleAAPLApp Store sales of Zynga mobile games>10% of net revenue (FY2026 10-K)
- SonySONYPlayStation Store and disc sales>10% of net revenue (FY2026 10-K)
- AlphabetGOOGLGoogle Play sales of mobile games>10% of net revenue (FY2026 10-K)
- MicrosoftMSFTXbox store and disc sales>10% of net revenue (FY2026 10-K)
Where the chain could break
- Five store owners take 80.6% of net revenue (FY2026 10-K), and set the fees
- One unreleased title, GTA VI, has already slipped twice and carries the outlook
Competes with
- Electronic ArtsEAsports franchises and console release slots
- MicrosoftMSFTActivision Blizzard, for the same players
- Tencentmobile game spending
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.