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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
During the Q1 FY 2027 earnings call, Strauss Zelnick opined that advances in low-latency cloud gaming could increase the installed base of gamers tenfold within three years. He downplayed concerns regarding rising hardware costs, arguing that strong demand for their games, like GTA and NBA, would continue. Zelnick highlighted technological improvements in edge networks that would enhance streaming quality compared to previous cloud attempts.
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Published 7 Aug 2026, 18:20 UTC4 min read
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Summary
TL;DR
- Take-Two CEO predicts a tenfold increase in gaming audience due to cloud advancements.
- Rising hardware costs are not expected to hinder demand for games.
- Zelnick is optimistic about commercial low-latency cloud gaming within three years.
- Technological improvements in edge networks are key to success.
- No immediate plans to rely heavily on this growth projection.
Interesting facts
- The GeForce NOW service is a potential player in reducing latency.
- Previously attempted cloud gaming solutions like Stadia are viewed as less viable.