Sign in

    Albert Kim • UBS

    Albert Kim's questions to Playtika Holding Corp (PLTK) leadership

    Albert Kim's questions to Playtika Holding Corp (PLTK) leadership • Q2 2025

    Question

    Albert Kim of UBS Group asked about the potential impact of app store fee changes on Playtika's Direct-to-Consumer (D2C) strategy and inquired about the timeline to achieve the newly raised 40% D2C revenue target.

    Answer

    Craig Abrahams, President & CFO, responded that recent changes in the app store payment landscape have been a "positive tailwind" for the company, particularly on iOS in the U.S. He noted that this acceleration in D2C penetration was a key reason for raising the long-term target from 30% to 40% of total revenues, though he did not provide a specific timeline for reaching this goal.

    Ask Fintool Equity Research AI

    Albert Kim's questions to Playtika Holding Corp (PLTK) leadership • Q1 2025

    Question

    Albert Kim of UBS requested an update on the Direct-to-Consumer (D2C) strategy, specifically the timing for adding more games to the channel and the potential impact of third-party app store changes on D2C adoption.

    Answer

    Robert Antokol, Co-Founder and CEO, emphasized that D2C has long been a strategic advantage for Playtika, describing it as 'old news' for them compared to competitors. He stated the company is 'all in' on D2C, sees it as a major source of future profit, and is well-prepared to capitalize on market changes, viewing it as a significant and immediate opportunity.

    Ask Fintool Equity Research AI

    Albert Kim's questions to Playtika Holding Corp (PLTK) leadership • Q4 2024

    Question

    Albert Kim, on behalf of Chris Schoell at UBS, asked about Playtika's strategy for launching an additional solitaire game, how it plans to target different audiences, and its view on potential competition from a new Candy Crush solitaire title.

    Answer

    Robert Antokol, Co-Founder and CEO, explained that Playtika's portfolio strategy allows different studios to operate independently. He viewed the entry of a major brand like Candy Crush into the solitaire category as a positive development that could grow the entire market, expressing optimism for Playtika's two strong titles in the genre.

    Ask Fintool Equity Research AI