How has Take-Two's mobile revenue trended over the past year?

Take-Two's mobile revenue has shown a positive trend over the past year, with several key metrics indicating growth and resilience in the mobile segment: 1. **Overall Mobile Revenue Increase**: Take-Two's mobile revenue has risen from $1.22 billion in Q1 2024 to $1.35 billion in Q3 2024, and then slightly decreased to $1.34 billion in Q4 2024, but this was after a period of increase. 2. **Quarterly Variations**: There are fluctuations in mobile revenue across different quarters. For instance, Q2 2024 had the highest revenue at $1.35 billion, while Q1 2024 had the lowest at $1.22 billion. 3. **Comparison with Estimates**: Take-Two's mobile revenue has outperformed market estimates in several quarters. For example, in Q3 2024, the reported mobile revenue was $1.34 billion, while the consensus estimate was $1.31 billion. This indicates a strong performance relative to industry forecasts. 4. **Growth Drivers**: The growth in mobile revenue can be attributed to factors such as the success of the Grand Theft Auto and Borderlands franchises, which have driven bookings from the United States and international markets. In conclusion, Take-Two's mobile revenue has demonstrated a general upward trend over the past year, with some seasonal fluctuations. The company's strategic focus on key franchises and market segments has contributed to this growth.