Sign in

    Arthur Chu • Bank of America

    Arthur Chu's questions to Playtika Holding Corp (PLTK) leadership

    Arthur Chu's questions to Playtika Holding Corp (PLTK) leadership • Q2 2025

    Question

    Arthur Chu of Bank of America Merrill Lynch inquired about the key learnings from the ongoing efforts to stabilize older titles like Slotomania and whether these lessons have altered Playtika's turnaround strategy for such games.

    Answer

    Craig Abrahams, President & CFO, responded by acknowledging the complexity of fixing hyperinflation in game economies for titles over a decade old. He highlighted that player engagement, measured by Daily Active Users (DAU), has declined less than monetization, measured by Daily Paying Users (DPU), indicating a specific monetization challenge. Abrahams expressed encouragement with the changes being implemented and noted they are beginning to see positive impacts from their efforts.

    Ask Fintool Equity Research AI

    Arthur Chu's questions to Playtika Holding Corp (PLTK) leadership • Q4 2024

    Question

    Arthur Chu of Bank of America inquired about Playtika's view on the trend of mobile games serving non-gaming sectors like e-commerce and whether this could alter their monetization strategy away from in-app purchases towards advertising.

    Answer

    Craig Abrahams, President and CFO, reiterated Playtika's strategic focus on in-app purchases, citing their expertise in live operations as a driver for better monetization and long-term retention. He stated that while some games have in-app advertising, it is not a primary driver, and declined to comment on broader e-commerce trends.

    Ask Fintool Equity Research AI

    Arthur Chu's questions to Take-Two Interactive Software Inc (TTWO) leadership

    Arthur Chu's questions to Take-Two Interactive Software Inc (TTWO) leadership • Q2 2025

    Question

    Arthur Chu asked whether future growth for the NBA 2K franchise is expected to come more from increased monetization per user or from user base growth, and what the key drivers of monetization are.

    Answer

    CEO Strauss Zelnick responded that the company is optimistic about growth in both users and spending per user, stating that both are driven by the game's quality. He emphasized that making a better game leads to a larger footprint and deeper engagement, which in turn drives profitable revenue.

    Ask Fintool Equity Research AI