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Take-Two CEO Bets Low-Latency Cloud Gaming Advancements Will 10x the Installed Base Within Three Years, Dismissing Hardware-Cost Fears

A split image showing the 'Take-Two Take-Two Interactive' logo on the left with a cityscape background, and CEO Strauss Zelnick talking about cloud gaming.

Take-Two CEO Strauss Zelnick was chatty as usual in today’s Q1 FY 2027 earnings call, giving a lot of space to GTA 6 (as expected) but also addressing rising hardware costs with optimism about cloud gaming as a solution. When quizzed on the matter, he reckoned that increased hardware prices aren’t a significant headwind for Take-Two’s games because of strong demand for the publisher’s titles (he’s mainly referring to GTA and NBA here, in all likelihood). Then, he shared that Take-Two is bullish about streaming taking off “commercially” within three years and basically increasing the installed base tenfold. Look, the […]

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