Maison Nouvelles Take-Two rassuré sur l'absence d'impact des tarifs douaniers sur ses activités

Take-Two rassuré sur l'absence d'impact des tarifs douaniers sur ses activités

Auteur : Sadie Mise à jour : Sep 24,2025

Le PDG de Take-Two reste serein face aux impacts tarifaires sur l'industrie du jeu vidéo

Les incertitudes récentes sur les tarifs douaniers américains soulèvent des questions quant à leurs effets potentiels sur l'industrie du jeu vidéo - des consoles aux accessoires en passant par les logiciels. Alors que certains s'inquiètent des conséquences pour les consommateurs et les entreprises, le PDG de Take-Two Strauss Zelnick est apparu relativement impassible lors de la séance de questions-réponses avec les investisseurs aujourd'hui.

La perspective de Zelnick sur les hausses de prix des consoles

Interrogé sur d'éventuelles augmentations de prix des consoles et leur impact plus large - incluant la hausse du prix de la Xbox Series de Microsoft et un possible ajustement pour la PlayStation 5 - Zelnick a maintenu une vision mesurée :

"Nos prévisions couvrent les dix prochains mois - le reste de l'année fiscale - et prédire l'impact exact des tarifs est difficile compte tenu des fluctuations en cours. Cela dit, nous sommes convaincus que nos estimations ne seront pas significativement affectées, sauf si les tarifs s'écartent drastiquement des attentes. De plus, la plupart de nos plateformes cibles (à l'exception de la Nintendo Switch 2 pré-lancement) disposent déjà d'une base installée substantielle. Cela nous donne une visibilité raisonnable sur les résultats potentiels."

La confiance de Zelnick découle des flux de revenus diversifiés de Take-Two. Une grande partie des revenus de l'entreprise provient d'achats numériques dans des jeux live-service comme GTA Online et Red Dead Online, ainsi que du mobile - aucun de ces segments n'étant sensible aux tarifs. Même si les prix des consoles évoluent légèrement, l'écosystème matériel existant réduit la dépendance à l'adoption de nouvelles générations.

L'incertitude demeure, mais les fondamentaux restent solides

Si Zelnick garde un optimisme prudent, il reconnaît que le paysage tarifaire reste instable. Les analystes de l'industrie ont maintes fois averti que la situation reste changeante - une réalité que même la direction de Take-Two concède.

Avant l'appel avec les investisseurs, nous avons discuté avec Zelnick du dernier trimestre de Take-Two, incluant le report de la sortie de Grand Theft Auto VI à 2025 et son point de vue sur le potentiel de la Nintendo Switch 2. Pour en savoir plus sur ces sujets, consultez notre analyse approfondie des insights de Zelnick.

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