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Investor Relations14 Oct 2025
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Playtika Holding (PLTK) investor relations material
Playtika Holding Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue reached $696M, up 11% year-over-year but down 1.4% sequentially, with growth driven by SuperPlay acquisition and Disney Solitaire's $100M annual run rate.
GAAP net income was $33.2M, up 8.5% sequentially but down 61.7% year-over-year, reflecting higher costs and increased marketing spend.
Adjusted EBITDA was $167M, down 0.2% sequentially and 12.6% year-over-year, with margin at 24.0%.
Average Daily Active Users rose to 8.8M, and Average Daily Paying Users increased 26.8% year-over-year to 378K.
Record D2C revenue achieved, with ongoing focus on increasing D2C penetration to offset margin pressure.
Financial highlights
Revenue was $696M, up 11% year-over-year and down 1.4% sequentially.
GAAP net income was $33.2M, down from $86.6M in Q2 2024.
Adjusted EBITDA was $167M, margin 24.0%, down from $191M and 30.5% in Q2 2024.
D2C revenue was $175.9M, up 1.3% year-over-year and down 1.8% sequentially.
Cash, cash equivalents, and short-term investments totaled $592.1M as of June 30, 2025.
Outlook and guidance
Full-year revenue guidance revised to $2.70–$2.75B from $2.8B–$2.85B.
Adjusted EBITDA guidance maintained at $715M–$740M.
Long-term D2C revenue target increased to 40% of total revenue.
Global launch of Jackpot Tour slot game planned for Q4 2025.
Liquidity expected to improve with continued free cash flow generation; no near-term debt maturities.
Explain the strategic shift to 40% DTC target.
What conditions affect the revolving credit facility?
How will Jackpot Tour impact Q4 revenue?
Timeline to reach 40% D2C revenue target?
How will new slot game avoid Slotomania issues?
Future IP licensing strategy after Disney Solitaire?
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Next Playtika Holding earnings date
Q3 20256 Nov, 2025
Next Playtika Holding earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Playtika Holding Corp. develops mobile games in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company owns a portfolio of casual and casino-themed games. It distributes its games to the end customer through various web and mobile platforms, such as Apple, Facebook, Google, and other web and mobile platforms and its own proprietary platforms. The company was founded in 2010 and is headquartered in Herzliya Pituarch, Israel.
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