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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Playstudios
Playstudios (MYPS) investor relations material
Playstudios Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary16 Mar, 2026
Executive summary
Fourth quarter 2025 revenue was $55.4 million, down from $67.8 million in Q4 2024; full year revenue was $235.1 million, down from $289.4 million in 2024.
Net loss for Q4 2025 was $13.7 million, an improvement from $22.4 million in Q4 2024; full year net loss was $28.6 million, nearly flat year-over-year.
Reinvention program delivered $29 million in annualized cost savings; a second stage is expected to generate an additional $33–$39 million in annualized savings.
Strategic focus shifted to sweepstakes-enabled social casino and casual puzzle games, with Tetris Block Party and playSWEEPS as primary growth drivers.
The Win Zone is now live in all permissible jurisdictions; POP! Slots sweepstakes integration is targeted for late Q2 2026.
Financial highlights
Q4 2025 consolidated AEBITDA was $5.1 million, down from $12.5 million in Q4 2024; full year AEBITDA was $35.6 million, down from $56.5 million in 2024.
Q4 AEBITDA margin was 9.3%, a 910 basis point decrease year-over-year; full year margin was 15.1%, down from 19.5%.
Direct-to-consumer revenue grew 76.7% in Q4 and 78.7% for the year, now representing 18.9% of Q4 virtual currency revenue.
Cash and cash equivalents at year-end were $104.9 million.
Outlook and guidance
No formal financial guidance provided due to evolving legacy portfolio performance and early-stage growth initiatives.
Management remains committed to transparency and ongoing investor engagement.
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Latest events from Playstudios
- Q2 revenue fell 6.7% as net loss widened, but casual games and loyalty engagement grew.MYPS
Q2 20242 Feb 2026 - Expanding playAWARDS and Tetris, with strong cash flow fueling growth and buybacks.MYPSThe 14th Annual East Coast IDEAS Conference1 Feb 2026
- Adjusted EBITDA rose 8% and margin hit 20.5% despite a 6.1% revenue decline and restructuring.MYPSQ3 202417 Jan 2026
- Met guidance despite revenue and user declines; restructuring and new initiatives target 2025 growth.MYPSQ4 202425 Dec 2025
- Shareholders will vote on director elections and auditor ratification at the July 2025 virtual meeting.MYPSProxy Filing2 Dec 2025
- Majority voting power assures board proposals' passage at the 2025 virtual annual meeting.MYPSProxy Filing2 Dec 2025
- Revenue fell 19% to $62.7M, net loss widened, but DTC sales and margins improved.MYPSQ1 202524 Nov 2025
- Q2 2025 revenue dropped 18% year-over-year, but D2C revenue surged 107% and cash stayed strong.MYPSQ2 202523 Nov 2025
- Q3 revenue dropped 19% and net loss widened, but direct-to-consumer revenue jumped 48%.MYPSQ3 202513 Nov 2025
Next Playstudios earnings date
Q1 20265 May, 2026
Playstudios
Next Playstudios earnings date
Q1 20265 May, 2026
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