Clarke's questions to Playtika Holding Corp (PLTK) leadership • Q4 2024
Question
An analyst identified as Clarke asked about the organic growth outlook for 2025, excluding new game launches and the SuperPlay acquisition. He also inquired about Playtika's long-term strategy for organic game development versus its historical M&A focus.
Answer
Craig Abrahams, President and CFO, explained that while new game costs are embedded in 2025 guidance, their revenue contribution is not expected to be material. He highlighted that 2025 is a transitional year, with studios like SuperPlay expected to become EBITDA positive in 2026. He confirmed that as Playtika acquires studios with development DNA, organic game creation will become a more integral part of their growth strategy.