Playtika
Logotype for Playtika Holding Corp

Playtika (PLTK) investor relations material

Playtika Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Playtika Holding Corp
Q4 2025 earnings summary26 Feb, 2026

Executive summary

  • FY2025 revenue reached $2,755.4 million, up 8.1% year-over-year, with Q4 revenue at $678.8 million and Adjusted EBITDA of $201.4 million, driven by D2C and SuperPlay performance.

  • Net loss for FY2025 was $206.4 million; adjusted net income was $197.5 million.

  • D2C revenue grew 43.2% year-over-year in Q4, reaching $250.1 million, and annual D2C revenue was $814.5 million.

  • Casual games comprised 70.8%–74% of FY25 revenue, reflecting a successful portfolio evolution.

  • Average daily paying users in Q4 were 357,000–370,000, up 0.8% sequentially and 18.6% year-over-year.

Financial highlights

  • Full-year 2025 revenue was $2,755.4 million, up 8.1% year-over-year.

  • Net loss for the year was $206.4 million; adjusted net income was $197.5 million.

  • Adjusted EBITDA for the year was $753.2 million, down 0.6% year-over-year; Q4 Adjusted EBITDA was $201.4 million, up 9.5% year-over-year.

  • Record free cash flow of $481.6 million for the year, up 21.4% year-over-year.

  • Cash and short-term investments stood at $820.2 million at year-end.

Outlook and guidance

  • FY2026 revenue guidance: $2.7–$2.8 billion; Adjusted EBITDA: $730–$770 million; CapEx: $80 million; effective tax rate: 30%.

  • Adjusted EBITDA margin projected at 27–27.5%.

  • Marketing spend will be weighted toward the first half of 2026, impacting Q1 Adjusted EBITDA.

  • D2C remains a core growth driver, with a long-term target of 40% of revenue.

SuperPlay earnout: What drove the remeasurement?
Post-dividend suspension: Capital allocation priorities?
DTC growth vs. overall revenue: Portfolio strategy?
What caused the FY25 GAAP net loss?
What is the DTC platform growth strategy?
Describe the player monetization trend
SuperPlay 2026 EBITDA margin target?
D2C: How do you incentivize player migration?
Slotomania: What drives Q1 2026 growth?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Playtika earnings date

Logotype for Playtika Holding Corp
Q1 20267 May, 2026
Playtika
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Playtika earnings date

Logotype for Playtika Holding Corp
Q1 20267 May, 2026

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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • 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.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage