earnings
confidence high
sentiment negative
materiality 0.65
PLAYSTUDIOS Q1 revenue $62.7M, net loss $2.9M; maintains FY25 guidance
PLAYSTUDIOS, Inc.
2025-Q1 EPS reported
-$0.02
revenue$62,709,000
- Revenue $62.7M, down 19.4% YoY from $77.8M; net loss $2.9M vs $0.6M loss in Q1 2024.
- Consolidated AEBITDA $12.5M (margin 19.9%, +20bps YoY); DTC revenue $5.0M, +113.9% YoY.
- FY25 guidance reaffirmed: revenue $250-270M, AEBITDA $45-55M; Reinvention plan targeting $25-30M cost savings.
- Key KPIs: 2.6M DAU, 11.4M MAU, ARPDAU $0.26; playAWARDS: 280,652 rewards with $17M retail value.
- Cash $107.1M, no revolver draw; repurchased 0.9M shares at $1.71 avg in Q1.