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Take-Two: 3 Key Takeaways for Long-Term Investors

Direct mobile sales let Take-Two keep fees that app stores would otherwise collect, so margin gains may matter more than quarterly bookings swings.

  • Take-Two's net bookings slightly below expectations but in line with guidance.
  • Grand Theft Auto VI preorder demand surpasses initial expectations.
  • Take-Two expanding direct-to-consumer mobile sales channel to reduce costs.

Why Lockheed Martin Rallied in October

Strong earnings, along with visibility into longer-term F-35 and missile demand, pushed shares higher.

  • Lockheed Martin shares surged 25.1% in October
  • Q3 earnings exceeded expectations with 11.3% revenue growth
  • Long-term DOD contracts secured 850 F-35s over 10 years

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