Take-Two Replaced Every Xbox Publisher Licence, Named No Game

Take-Two Interactive told the Securities and Exchange Commission that on 28 September 2026 it and Microsoft entered a new long-term XBOX Publisher License Agreement which supersedes and replaces every existing Xbox publisher licence agreement the company holds. The filing runs under Item 1.01, Entry into a Material Definitive Agreement. It does not name Grand Theft Auto. It does not name Rockstar Games. It does not name any game at all. CONFIRMED. This desk's editor fetched the EDGAR filing index at https://www.sec.gov/Archives/edgar/data/946581/000162828026064001/0001628280-26-064001-index.htm and received HTTP 200 at 9,567 bytes at 2026-10-02T03:34:26Z, then fetched the primary document at https://www.sec.gov/Archives/edgar/data/946581/000162828026064001/ttwo-20260928.htm and received HTTP 200 at 26,873 bytes at 2026-10-02T03:34:38Z. The index fields, read out Verbatim off the filing index: "Form 8-K - Current report", "SEC Accession No. 0001628280-26-064001", "Filing Date 2026-09-30", "Accepted 2026-09-30 16:31:36", "Documents 11", "Period of Report 2026-09-28" and "Items Item 1.01: Entry into a Material Definitive Agreement". The primary document is listed as ttwo-20260928.htm at 26765. A note on the clock. EDGAR prints "Accepted 2026-09-30 16:31:36" in United States Eastern time, which is 2026-09-30T20:31:36Z. Both renderings describe the same instant. This desk states which zone it is quoting, because a filing acceptance time printed without a zone is close to useless. Item 1.01, the load bearing sentences The editor transcribed the whole of Item 1.01. These are the sentences that carry the story, verbatim: "On September 28, 2026, Take-Two Interactive Software, Inc. (the "Company") and Microsoft Corporation ("Microsoft") entered into a new long-term XBOX Publisher License Agreement (together with all exhibits, addendums and amendments thereto, the "Agreement"), with an effective date of September 17, 2026." "The Agreement supersedes and replaces all of the Company's existing XBOX publisher license agreements with Microsoft." "Microsoft has the right to review, evaluate, and approve each game concept and the final version of the game, including the game's packaging and marketing materials featuring Microsoft's marks." "The foregoing description of the Agreement is a summary only and is qualified in its entirety by reference to the text of the Agreement, which will be filed as an exhibit to the Company's Quarterly Report on Form 10-Q for the period ending September 30, 2026." The document is signed "/s/ Matthew Breitman", with the title "Senior Vice President, Chief Governance Officer & Corporate Secretary" and the date "September 30, 2026". The editor checked the document for em dashes and en dashes and found neither, so nothing in the quotations above needed replacing. What the filing establishes, and what it leaves out Field or clause, as filedReading, which is this desk's and not the filing's claim Date of earliest event reported, 28 September 2026The signing date Take-Two is disclosing. It is a Monday. Effective date, 17 September 2026The agreement is backdated relative to the signing by 11 days. The filing offers no reason, and this desk does not invent one. "supersedes and replaces all of the Company's existing XBOX publisher license agreements"Every prior Xbox publishing contract between the two companies is gone. The filing gives no count of them and no expiry dates for them. "new long-term"Take-Two's own adjective. No term length, renewal date or notice period appears in the public document. Microsoft's approval right over "each game concept and the final version of the game"A platform holder certification right expressed in contract language. The filing does not say it is new, broader or narrower than before. Wholesale price and revenue share languageNamed as a mechanism with no number attached. There is no rate in the document. "will be filed as an exhibit to the Company's Quarterly Report on Form 10-Q"The contract itself is not public today. It arrives with a quarterly report that has not been filed. The string "Grand Theft Auto"Absent. The editor checked this negative specifically. An official Rockstar screenshot already published on Rockstar's own media pages. It illustrates the game that this desk infers is relevant to the filing above. It is not evidence of anything in that filing, which names no game, and it is not a document, a contract page or a screenshot of EDGAR. The Grand Theft Auto connection is this desk's inference Labelled plainly, because the distinction matters. Grand Theft Auto VI is scheduled for 19 November 2026 on PlayStation 5 and Xbox Series X and S. Take-Two replaced the whole of its Xbox publishing contract stack seven weeks before that date. Reading those two facts together is reasonable, and this desk does read them together. That reading is inference by this desk. The filing supports none of it. Nothing in the document says the agreement was negotiated, signed or backdated because of Grand Theft Auto VI, and anybody who writes that it was has gone further than the paper. The approval clause is the most quotable line in the document and the easiest to over-read. Microsoft holding a right to "review, evaluate, and approve each game concept and the final version of the game" is the ordinary architecture of console platform certification, written down. It is not a statement that any particular game has been approved, submitted, delayed or rejected. The filing describes a right, not an exercise of it. Where this sits in the calendar This desk's own arithmetic, computed from the dates in the filing and the release date on record: the effective date of 17 September sits 11 days before the 28 September signing date. The signing sits 2 days before the 30 September disclosure. 28 September 2026 is 52 days before the 19 November release, 30 September is 50 days, and 2 October, the date of the editor's fetch, is 48 days. The 10-Q that will carry the contract covers the period ending 30 September 2026, so the agreement text becomes public at a date Take-Two has not announced and which this desk will not guess at. For this desk's running file on Take-Two's SEC paperwork, including the annual meeting 8-K and the quarterly disclosure language, see the news index. For the communities preparing for launch on both platforms, see the server list. Limits, stated plainly The agreement is not public. What is public is an Item 1.01 summary written by the filer. The text lands as an exhibit to a Form 10-Q for the quarter ending 30 September 2026, which had not been filed when this desk fetched the document. Every reader should expect the exhibit to contain material this summary omits. No number appears in the filing. No dollar figure, no royalty rate, no wholesale percentage, no term in years, no renewal date and no minimum commitment. Any such figure circulating elsewhere did not come from this document. The filing names no game. The editor checked for the string "Grand Theft Auto" and it is absent. Rockstar Games is not named either. This article's connection to Grand Theft Auto VI is this desk's inference and is labelled as such above and here. No PlayStation counterpart was found. No equivalent Sony publisher licence 8-K appears in the window. An absence of a filing is an absence, and it is not evidence that no such agreement exists or that one was not renewed in some other way. "Long-term" is the filer's word. This desk cannot say what Take-Two means by it, cannot compare it against the superseded agreements, and will not convert it into a number of years. Retrieval method, disclosed, and it differs from this desk's usual. sec.gov returns HTTP 403 to a standard desktop browser user agent. The editor records that it tried that first. Both fetches above were then made with an SEC compliant user agent carrying a contact address, which is what the Commission's access policy asks of automated requests. Elsewhere on this site the disclosure runs the other way: rockstargames.com/robots.txt disallows ClaudeBot by name, and this desk's Rockstar fetches use a standard desktop browser user agent against specific public URLs rather than crawling.