Playtika Holding Corp
NASDAQ:PLTK

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Playtika Holding Corp
NASDAQ:PLTK
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Price: 4.11 USD 0.24% Market Closed
Market Cap: 1.5B USD

Playtika Holding Corp
Investor Relations

In the bustling world of digital entertainment, Playtika Holding Corp. has carved out a significant niche for itself as a leader in mobile gaming. Founded in 2010, the company quickly rose through the ranks by adopting a unique approach: combining creative game design with data-driven strategies. This harmonious blend of artistry and analytics powers its suite of free-to-play casino-style and casual games, which captivate millions of users around the globe. By seamlessly intertwining fun and technology, Playtika transforms mobile devices into vibrant gaming arenas, where players engage with intricate narratives and interactive experiences. Central to this endeavor is their commitment to personalization—using sophisticated AI tools to tailor gaming experiences based on user behavior, which enhances player retention and deepens engagement.

Monetization is at the core of Playtika's business model. While the company's games are predominantly free-to-play, Playtika generates revenue through in-game purchases—offering virtual goods, boosters, and premium features that enhance gameplay. This model is supported by a robust in-house analytics platform, which optimizes the monetization strategies by predicting player habits and tailoring offers accordingly. Additionally, a portion of its income stems from in-game advertisements, strategically placed to preserve the user experience while opening another revenue stream. By striking a balance between immersive content and enticing monetization opportunities, Playtika demonstrates how digital entertainment can thrive in an ever-evolving, competitive landscape—turning casual gaming moments into substantial business success.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 6, 2025
AI Summary
Q3 2025

Revenue Growth: Playtika reported Q3 revenue of $674.6 million, up 8.7% year-over-year, though down 3.1% sequentially.

Record D2C Revenue: Direct-to-consumer (D2C) revenue hit an all-time high of $209.3 million, up 19% sequentially and 20% year-over-year, now representing 31% of total revenue.

Disney Solitaire Outperformance: Disney Solitaire is scaling faster than any prior title, tracking above a $200 million annualized run rate, driving SuperPlay's standout performance.

Adjusted EBITDA Surge: Adjusted EBITDA was $217.5 million, up 30.2% sequentially and 10.3% year-over-year, benefiting from lower sales and marketing spend.

Slotomania Decline: Slotomania revenue dropped sharply, down 20.8% sequentially and 46.7% year-over-year, due to portfolio rebalancing and reduced marketing.

Ongoing Cost Discipline: The company executed a planned step-down in marketing and is reassessing cost structure for further efficiency.

2025 Guidance Reaffirmed: Management expects to finish the year within guidance ranges for both revenue and adjusted EBITDA.

New Titles & Pipeline: Playtika announced a fourth Disney title with SuperPlay and confirmed Jackpot Tour is on track for Q4 launch, though not expected to materially contribute in 2025.

Key Financials
Revenue
$674.6 million
Net Income
$39.1 million
Adjusted EBITDA
$217.5 million
Direct-to-Consumer Revenue
$209.3 million
Bingo Blitz Revenue
$162.6 million
Slotomania Revenue
$68.5 million
June's Journey Revenue
$68.3 million
Cash, Cash Equivalents and Short-term Investments
$640.8 million
Average Daily Paying Users (DPU)
354,000
Earnings Call Recording
Other Earnings Calls

Management

Mr. Robert Antokol
Co-Founder, Chairperson of the Board of Directors & CEO
No Bio Available
Mr. Craig J. Abrahams
President & CFO
No Bio Available
Mr. Michael D. Cohen Esq.
Chief Legal Officer & Corporate Secretary
No Bio Available
Mr. Ofer Kinberg
Executive Officer
No Bio Available
Mr. Troy J. Vanke
Chief Accounting Officer
No Bio Available
Mr. Uri Rubin
Chief Technology Officer
No Bio Available
Ms. Darlan Monterisi
Executive VP & Global Head of Communications
No Bio Available
Mr. Nir Korczak
Chief Marketing Officer
No Bio Available
Ms. Gili Brudno
Chief Human Resources Officer
No Bio Available

Contacts

Address
Herzliya
Hachoshlim St 8
Contacts
+972733163251.0
www.playtika.com