Playtika (PLTK) UBS Global Media & Communications Conference summary

Key accomplishments and strategic priorities

• Completed the SuperPlay acquisition, adding top-performing titles and expanding the portfolio with Domino Dreams and Dice Dreams, plus new pipeline titles like Disney Solitaire.

• Executed capital allocation strategy through dividends, buybacks, and M&A, focusing on defending and growing leading franchises.

• Prioritized new title launches, continued bolt-on M&A, and investment in direct-to-consumer (D2C) platforms for 2025.

• Enhanced D2C mix, recently launching June's Journey and Solitaire Grand Harvest, with future upside from newly acquired titles.

• Maintained focus on international growth, especially as casual games shift the audience to a more global base.

M&A and portfolio development

• SuperPlay deal structured to incentivize profitability, with earnouts tied to EBITDA milestones starting in 2025.

• Recent M&A activity includes Innplay, Youda Games, and Governor of Poker, all showing strong top-line growth.

• Future M&A expected to be bolt-on, with a focus on attractive, fragmented categories and innovation opportunities.

• Strategy shifting to include more internal game development alongside M&A, with multiple new titles launching in 2025.

• Consistent approach to acquiring both mature and growth-stage IP, aiming for long-term cash flow and equity value.

Product and market trends

• Social casino remains highly competitive; partnership with IGT to bring real-world content to games like Slotomania, House of Fun, and Caesars Casino.

• Cleopatra II launching in Slotomania, with more real-world content planned for 2025.

• Bingo Blitz leads its category with over 50% market share and is expected to sustain growth through liquidity and new metagames.

• June's Journey and Solitaire Grand Harvest are top performers, with ongoing investment and marketing support.

• New launches in 2025 include Claire's Chronicles and Disney Solitaire, leveraging strong IP and differentiated gameplay.