Question · Q4 2025
Chris Shull inquired about the assumptions for Slotomania and overall Social Casino performance embedded in the 2026 guidance, and the key variables influencing the higher or lower end of the projected ranges. He also asked for an updated long-term target for the D2C mix, given its rapid growth, and its potential natural limit.
Answer
President and CFO Craig Abrahams noted the business's shift to 74% casual, with SuperPlay driving growth, indicating SuperPlay overperformance as an upside variable and continued Social Casino declines as a downside. He reiterated the 40% long-term D2C target, emphasizing execution over external policy changes.
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