Earnings summaries and quarterly performance for Playtika Holding.
Executive leadership at Playtika Holding.
Robert Antokol
Chief Executive Officer
Ariel Sandler
Chief Operations Officer
Craig Abrahams
President and Chief Financial Officer
Erez Hershkovitz
Vice President and Chief Accounting Officer
Gili Brudno
Chief Human Resources Officer
Michael Cohen
Chief Legal Officer and Corporate Secretary
Nir Korczak
Chief Marketing Officer and Executive General Manager
Uri Rubin
Chief Technology Officer
Board of directors at Playtika Holding.
Research analysts who have asked questions during Playtika Holding earnings calls.
Aaron Lee
Macquarie
3 questions for PLTK
Albert Kim
UBS
3 questions for PLTK
Eric Handler
Roth Capital Partners, LLC
3 questions for PLTK
Matthew Cost
Morgan Stanley
3 questions for PLTK
Arthur Chu
Bank of America
2 questions for PLTK
Colin Sebastian
Baird
2 questions for PLTK
Andrew Crum
Stifel, Nicolaus & Company, Incorporated
1 question for PLTK
Christopher Schoell
UBS
1 question for PLTK
Douglas Creutz
TD Cowen
1 question for PLTK
Eric Sheridan
Goldman Sachs
1 question for PLTK
Omar Dessouky
Bank of America
1 question for PLTK
Recent press releases and 8-K filings for PLTK.
- Playtika reported Q3 2025 revenue of $674.6 million, marking an 8.7% increase year-over-year, and Adjusted EBITDA of $217.5 million, up 10.3% year-over-year.
- Direct-to-Consumer (D2C) revenue reached a record $209.3 million, growing 20% year-over-year and now representing 31% of total revenue, with a goal to reach 40% on a run-rate basis in the next two years.
- The Superplay portfolio is experiencing exceptional growth, with Disney Solitaire tracking an annualized run rate above $200 million and scaling faster than any title in the company's history. Playtika has expanded its collaboration with Disney and Pixar Games for a new title.
- Bingo Blitz delivered a record quarter with $162.6 million in revenue, while Slotomania's revenue declined to $68.5 million due to a deliberate rebalancing of its game economy and reduced marketing, with the company focusing on stabilizing the franchise.
- Playtika expects to finish 2025 within its guidance range for both revenue and adjusted EBITDA and plans to launch its new slot title, Jackpot Tour, in Q4 2025, though it is not expected to materially contribute to 2025 results.
- PLTK reported Q3 2025 revenue of $674.6 million, an 8.7% increase year over year but a (3.1)% sequential decrease.
- Adjusted EBITDA grew to $217.5 million, up 30.2% sequentially and 10.3% year over year, achieving a 32.2% margin.
- Adjusted Net Income significantly increased to $65.8 million, a 912.3% sequential rise and 16.3% year-over-year increase.
- Direct-to-Consumer Platforms revenue reached an all-time high of $209.3 million, increasing 19.0% sequentially and 20.0% year over year.
- The company maintained strong liquidity with $640.8 million in cash, cash equivalents, and short-term investments as of September 30, 2025.
- Playtika Holding Corp. reported Q3 2025 revenue of $674.6 million, an 8.7% increase year over year, with Direct-to-Consumer platforms revenue reaching a record $209.3 million, up 20.0% year over year.
- GAAP Net Income was $39.1 million, while Adjusted Net Income increased 16.3% year over year to $65.8 million, and Adjusted EBITDA rose 10.3% year over year to $217.5 million.
- As of September 30, 2025, the company held $640.8 million in cash, cash equivalents, and short-term investments.
- Playtika reaffirmed its full-year 2025 guidance for revenue between $2.70 and $2.75 billion and Adjusted EBITDA between $715 and $740 million, and declared a quarterly cash dividend of $0.10 per share.
- Playtika Holding Corp. reported revenue of $674.6 million for Q3 2025, an 8.7% increase year over year, with Direct-to-Consumer (DTC) platforms revenue reaching a record $209.3 million, up 20.0% year over year.
- For Q3 2025, GAAP Net Income was $39.1 million and Adjusted Net Income was $65.8 million.
- Adjusted EBITDA for Q3 2025 was $217.5 million, representing a 10.3% increase year over year.
- The company declared a cash dividend of $0.10 per share payable on January 9, 2026, and reaffirmed its full-year guidance for revenue between $2.70 and $2.75 billion and Adjusted EBITDA between $715 and $740 million.
- Playtika Holding Corp. reported Q2 2025 revenue of $696.0 million, an 11.0% increase year over year, and GAAP Net Income of $33.2 million, which decreased 61.7% year over year.
- The company revised its full-year revenue guidance to between $2.70 and $2.75 billion and maintained its Adjusted EBITDA guidance between $715 and $740 million.
- Playtika declared a cash dividend of $0.10 per share, payable on October 10, 2025.
- Average Daily Paying Users (DPUs) increased 26.8% year over year to 378K in Q2 2025, and the company increased its long-term target for Direct-to-Consumer (DTC) revenue to 40%.
- Record Revenue Achievement: Playtika reported a Q1 2025 record revenue of $706.0 million—marking a new quarterly high—with direct-to-consumer platforms setting record levels .
- Profitability Metrics: GAAP net income was $30.6 million (a 42.3% YoY decline), while Adjusted EBITDA reached $167.3 million, reflecting the impact of higher marketing spends and integration costs .
- Direct-to-Consumer & Product Launch Success: The D2C segment generated $179.2 million and showed strong momentum, complemented by successful product launches like Disney Solitaire with robust early KPIs .
- Operational & Strategic Challenges: Increased costs have affected EBITDA and net income, and the SLOTOMANIA division experienced a 17.4% YoY decline, prompting plans for new slot game launches and strategic stabilization measures .
- Capital Structure & Liquidity Update: A $0.10 per share dividend was declared, the Revolving Credit Facility was extended to September 2027 with the principal reduced to $550 million, and the company held $514.3 million in cash, cash equivalents, and short-term investments as of March 31, 2025 .
- Form 8-K filed on April 23, 2025 announces amendments to the company’s credit agreements, including Exhibit 10.1 which details the Fourth Amendment with UBS AG as administrative and collateral agent.
- The filing is authorized by President and CFO Craig Abrahams and incorporates multiple amendments to existing credit arrangements.
Quarterly earnings call transcripts for Playtika Holding.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more