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Lately we have written a lot on the ways in which the tariff chaos underway in the United States could impact on the games sectorfrom console TO Accessories to the software. And while some people It seems to be quite worried How this could have an impact on consumers and businessStrauss Zelnick, Take-Two CEO, seemed relatively not cracked by the idea of rates in today’s questions and answers with investors.
Towards the end of the call, Zelnick was asked if he was worried in particular for the increases in console prices and their impact on the overall game ecosystem. This referred to the recent price bump Consul of the Xbox seriesand the Playstation expected 5 increase that can follow.
Zelnick believes that confusion as a fare back and forth is, the Take-Two tax guide is quite set in stone, at least for the next year:
“Our guide is for the next ten months, essentially, this is the part of the fiscal year that has not yet passed, and it is very difficult to predict where the rates will land, given that things have been around so far. We feel reasonably safe for our not interested guide, unless the rates have been affected significantly, if there are already a very substantial switch, except our destination base, of destination, except for our destination base, except for our target base, except for our target base, except for our target gradation.
Zelnick has reason to be confident. As pointed out, most of the games that are released in the next fiscal year will arrive on platforms that largely people already have. Some people who buy or do not buy an Xbox or PS5 series or even a Nintendo Switch 2 will not make a huge difference. In addition, most of the Take-Two revenue comes from digital purchases in current games such as GTA V, Red Dead Redemption 2 and its mobile activity, which are not subject to rates at all.
However, as Zelnick observes, everything is still in the air. We talked to analysts numerous times in recent months in the field of rates and everyone has reiterated that the situation is constantly evolving and unpredictable, that even the Take-Two CEO is leaving room.
We talked directly to Zelnick before the call of investors on the company’s quarter, including the discussion on The temporal development sequence of GTA 6, AND Zelnick’s thoughts On the recent game Delay next year. And we also wrote Zelnick’s questions and answers about Nintendo Switch 2 and because it is optimistic for its release.
Rebekah Valentine is a senior reporter for ignor. You can find his post on Bluesky @duckvalentine.bsky.social. Do you have advice for history? Send it to rvalentine@ign.com.
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