)
Playtika Holding (PLTK) investor relations material
Playtika Holding Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2025 revenue reached $674.6 million, up 8.7% year-over-year but down 3.1% sequentially, driven by SuperPlay portfolio and record DTC revenue.
GAAP Net Income was $39.1 million, up 17.8% sequentially but nearly flat year-over-year; Adjusted Net Income was $65.8 million, up 912.3% sequentially and 16.3% year-over-year.
Adjusted EBITDA was $217.5 million, up 30.2% sequentially and 10.3% year-over-year, with a margin of 32.2%.
The company operates as a single reportable segment, with the U.S. as its largest market.
Board declared a $0.10 per share dividend, payable January 9, 2026.
Financial highlights
DTC revenue hit $209.3 million, up 19% sequentially and 20% year-over-year, representing 31% of total revenue.
Cash, cash equivalents, and short-term investments totaled $640.8 million as of September 30, 2025.
Free cash flow for the nine months ended September 30, 2025 was $217.9 million.
Weighted-average shares used in computing diluted EPS were 368.2 million for the quarter.
Q3 2025 EPS (diluted): $0.11; nine months: $0.28.
Outlook and guidance
Revenue guidance reaffirmed at $2.70–$2.75 billion for the year, with Adjusted EBITDA expected between $715–$740 million.
DTC revenue mix targeted to reach 40% on a run-rate basis within two years.
Management expects continued growth from recent acquisitions, with a focus on integrating SuperPlay and leveraging its portfolio.
No near-term debt maturities; revolving credit facility extension to September 2027 is pending regulatory approval.
Expect to finish the year within guidance range for both revenue and adjusted EBITDA.
Next Playtika Holding earnings date
Next Playtika Holding earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)