Zelnick on GTA 6 Delay, Share Confidence Post-Stock Dip

Take-Two CEO Strauss Zelnick has sought to reassure worried shareholders following the announcement of GTA 6's delay.

Rockstar Games confirmed today that Grand Theft Auto VI, anticipated to become the most significant entertainment release in history, has been pushed back. Initially scheduled for a fall 2025 launch on PlayStation 5 and Xbox Series X/S, the game will now debut on May 26, 2026. This delay moves the release from Take-Two's 2026 fiscal year into its 2027 fiscal period.

Following the news, Take-Two's stock value dropped by 7.98% in early trading at the time of writing. In an official statement published on its corporate site, Take-Two reaffirmed its projection of sequential growth and record-level Net Bookings (revenue) for both Fiscal 2026 and 2027.

Zelnick personally addressed the situation, confirming Take-Two's full support for Rockstar’s decision to postpone GTA 6. He assured shareholders that the company is positioned for a multi-year growth phase.

“We wholeheartedly support Rockstar Games in taking extra time to perfect their creative vision for Grand Theft Auto VI, an experience we anticipate will be groundbreaking, record-setting, and exceed global audience expectations,” Zelnick stated.

“We take the adjustment of our release schedule seriously and understand the immense worldwide excitement for Grand Theft Auto VI. Nevertheless, our commitment to top-tier quality is unwavering. With our strong upcoming release pipeline, we forecast a sustained, multi-year expansion in our business, which will in turn enhance value for our stockholders.”

With GTA 6—and the billions it was set to generate during fiscal 2026—temporarily off the table, what else does Take-Two have on the horizon? In addition to owning Rockstar, Take-Two also controls 2K Games and 2K Sports. Borderlands 4 from Gearbox is expected in September, and Mafia: The Old Country is also slated for this year. Another high-earning NBA title, NBA 2K26, will arrive from 2K Sports. Looking further out, the next BioShock and Ken Levine’s new project, Judas, are currently in development.

However, none of the titles in 2K's pipeline over the next year are likely to fill the void left by the delayed GTA 6, leaving Take-Two with lighter-than-projected revenue streams. While many fans aren’t entirely shocked by the delay, some had hoped Rockstar might offer at least a fresh screenshot to help cushion the disappointment.

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