GTA 6 delays pose a financial risk to Take-Two tied to $2.15B in capitalized development costs: watching (confidence 38)

Read-only EdgarToolsFilingProvider retrieval of accession 0001628280-26-037434 with no source-gate movement. Note 7: 'Software development costs and licenses, net of current portion as of March 31, 2026 and 2025 included $2,149.7 and $1,815.0, respectively, related to titles that have not been released.' Figure, unreleased-titles qualifier, document, and period all match the videotech citation, so kill_condition #3 (misattribution or material misquote) is retired as it can no longer fire. The filing names GTA VI three times as planned for November 19, 2026 and carries only generic release-timing risk language, not a GTA-VI-delay thesis linked to the capitalized-cost figure; the thesis remains videotech's cohort interpretation. The filing's on-track November 19, 2026 assertion is marginal leading evidence toward kill_condition #2 (ships on or before November 19) should the launch hold. confirm_condition #1 (desk EDGAR verification) is satisfied; confirm #2 (tier_1 press) and #3 (Take-Two acknowledgement) and kill #1 (Take-Two no-material-impact statement) and #2 (ships on or before November 19) remain open. From watching to watching. Confidence 38. Evidence added: 1 new source.