Playtika Holding (PLTK) Company Report

Playtika Holding Corp. reported FY2025 revenue of $2,755.4 million, a net loss of $(206.4) million, and Adjusted EBITDA of $753.2 million.
For Q4 2025, the company recorded total revenue of $678.8 million, a net loss of $(309.3) million, and Adjusted EBITDA of $201.4 million.
The company issued FY2026 guidance projecting revenue between $2,700 million and $2,800 million and Adjusted EBITDA between $730 million and $770 million.
Direct-to-Consumer Platform revenue grew 17.3% year-over-year in FY2025, and the company maintained $1.37 billion in available liquidity as of December 31, 2025.

2 days ago

Presentation

Playtika Reports Strong Q4 2025 Results, Suspends Dividend, and Provides 2026 Guidance

PLTK

Earnings

Guidance Update

Dividends

Playtika reported Q4 2025 revenue of $678.0 million and Adjusted EBITDA of $201.4 million, contributing to full-year 2025 revenue of $2.755 billion and Adjusted EBITDA of $753.2 million.
The company's strategic shift towards casual games is evident, with casual revenues comprising 74% of total revenue in Q4 2025, and Direct-to-Consumer (D2C) revenue reaching $250.1 million, or 36.8% of total revenues.
SuperPlay was a key growth driver, delivering record revenues in Q4, with Disney Solitaire revenue increasing 21.4% sequentially to $71.6 million and full-year SuperPlay revenue growing 67.5% to $573 million.
For full-year 2026, Playtika provided guidance of $2.7 billion to $2.8 billion in revenue and $730 million to $770 million in Adjusted EBITDA.
To enhance capital flexibility and prioritize high-return investments, Playtika is suspending its quarterly dividend and will continue to evaluate share repurchases, with the SuperPlay earn-out being the highest priority capital use.

2 days ago

Transcript

Playtika Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance, and Suspends Dividend

PLTK

Earnings

Guidance Update

Dividends

Playtika reported Q4 2025 revenue of $678.8 million and Adjusted EBITDA of $201.4 million. For the full year 2025, revenue was $2.755 billion, net loss was $206.4 million, Adjusted EBITDA was $753.2 million, and free cash flow reached a record $481.6 million.
The company's strategic shift towards Direct-to-Consumer (D2C) and casual games continued, with D2C revenue at $250.1 million (36.8% of Q4 revenue) and casual games accounting for approximately 74% of total Q4 revenue. SuperPlay delivered record revenue in Q4, with Disney Solitaire becoming the second-largest game in the portfolio, and SuperPlay's full-year revenue was $573 million.
For full-year 2026, Playtika provided guidance of revenue between $2.7 billion and $2.8 billion and Adjusted EBITDA between $730 million and $770 million.
To preserve flexibility and direct capital to high-return opportunities, Playtika is suspending its quarterly dividend.

2 days ago

Transcript

Playtika Reports Strong Q4 and Full-Year 2025 Results, Suspends Dividend, and Provides 2026 Guidance

PLTK

Earnings

Guidance Update

Dividends

Playtika reported Q4 2025 revenue of $678.0 million and Adjusted EBITDA of $201.4 million, contributing to full-year 2025 revenue of $2.755 billion and Adjusted EBITDA of $753.2 million. The company also generated record free cash flow of $481.6 million for the full year.
Direct-to-Consumer (D2C) revenue reached $250.1 million in Q4 2025, representing 36.8% of total revenues, and approximately $1 billion in annual D2C revenue for 2025, marking a significant shift in player engagement and transaction processing.
SuperPlay delivered record revenues in Q4, with Disney Solitaire growing 21.4% quarter-over-quarter to $71.6 million and becoming the second largest game in the portfolio. For the full year, SuperPlay generated about $573 million of revenue, a 67.5% increase from its baseline.
For fiscal year 2026, Playtika provided guidance of revenue between $2.7 billion and $2.8 billion and Adjusted EBITDA between $730 million and $770 million.
The company announced the suspension of its quarterly dividend to preserve capital flexibility and prioritize investments in high-return opportunities, particularly the SuperPlay earn-out, while intending to keep share repurchases available within its capital allocation framework.

2 days ago

Transcript

Playtika Reports Q4 and Full Year 2025 Financial Results

PLTK

Earnings

Guidance Update

Dividends

Playtika Holding Corp. reported Q4 2025 revenue of $678.8 million and a net loss of $(309.3) million, alongside Adjusted EBITDA of $201.4 million.
For the full fiscal year 2025, revenue reached $2,755.4 million, with a net loss of $(206.4) million and Adjusted EBITDA of $753.2 million.
Direct-to-Consumer (DTC) platforms revenue increased 43.2% year-over-year in Q4 2025 to $250.1 million, and the company achieved a record high Free Cash Flow of $481.6 million for FY2025.
The company issued FY2026 guidance, projecting revenue between $2.70 billion and $2.80 billion and Adjusted EBITDA between $730 million and $770 million.
Playtika announced an update to its capital allocation framework, suspending its quarterly dividend while keeping buybacks available.

2 days ago

8-K

Playtika Reports Q3 2025 Financial Results with Record D2C Revenue

PLTK

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

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.

Nov 6, 2025, 1:30 PM

Transcript

PLTK Announces Q3 2025 Financial Results

PLTK

Earnings

Revenue Acceleration/Inflection

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.

Nov 6, 2025, 1:30 PM

Presentation

Playtika Holding Corp. Announces Q3 2025 Financial Results

PLTK

Earnings

Guidance Update

Dividends

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.

Nov 6, 2025, 1:02 PM

8-K

Playtika Reports Q3 2025 Financial Results

PLTK

Earnings

Guidance Update

Dividends

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.

Nov 6, 2025, 11:35 AM

Press Release

Playtika Reports Q2 2025 Financial Results and Updates Guidance

PLTK

Earnings

Guidance Update

Dividends

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%.