Playtika Holding Corp

Latest Results (09.10.2025):

Playtika Holding Corp. reported its second quarter financial results for Q2 2025, showing a revenue of $696.0 million, which represents a slight sequential decrease of 1.4% but an 11.0% increase year over year. The company continues to focus on its Direct-to-Consumer (DTC) platforms, which generated $175.9 million in revenue for the quarter.

Revenue Performance

Playtika achieved a total revenue of $696.0 million in Q2 2025, marking a 1.4% decrease from the previous quarter but an 11.0% growth compared to the same period last year. This performance underscores the company’s ability to sustain growth despite slight sequential declines.

Direct-to-Consumer (DTC) Revenue

The DTC platforms contributed $175.9 million in revenue, reflecting a 1.8% sequential decrease. However, on a year-over-year basis, DTC revenue increased by 1.3%, highlighting steady growth in this key segment.

Net Income and EBITDA

GAAP Net Income rose by 8.5% sequentially to $33.2 million but saw a significant year-over-year decrease of 61.7%. Adjusted Net Income dropped by 82.0% sequentially and 91.4% year over year. Adjusted EBITDA was $167.0 million, a slight decrease of 0.2% sequentially and 12.6% year over year.

Operational Highlights

Playtika reported an average of 378K Daily Paying Users, a 3.1% sequential decline but a substantial 26.8% increase compared to last year. The company also announced the successful launch of Disney Solitaire, reaching a $100 million annual run-rate, and plans to launch a new slot game, Jackpot Tour, globally in Q4 2025.

Dividend Announcement

The Board of Directors declared a cash dividend of $0.10 per share, payable on October 10, 2025, to shareholders recorded by September 26, 2025. Future dividends remain subject to market conditions and board approval.

Financial Outlook

Playtika has revised its revenue guidance to a range of $2.70 to $2.75 billion for the year and maintains its Adjusted EBITDA outlook between $715 and $740 million, reflecting confidence in continued financial stability and growth.