earnings
confidence high
sentiment negative
materiality 0.75
PLAYSTUDIOS Q2 revenue falls 18% to $59.3M; net loss $2.9M; AEBITDA $10.7M
PLAYSTUDIOS, Inc.
2025-Q2 EPS reported
-$0.05
revenue$122,047,000
- Revenue $59.3M (down from $72.6M YoY); net loss $2.9M vs $2.6M loss in Q2 2024.
- Consolidated AEBITDA $10.7M (18.1% margin) vs $14.1M (19.5%) a year ago.
- Direct-to-consumer revenue surged 107% to $6.7M; Average DAU 2.3M, ARPDAU $0.28.
- Repurchased 1.4M shares at avg $1.41 in Q2; cash $112.9M; $81M revolver undrawn.
- Maintains FY2025 guidance: rev $250-270M, AEBITDA $45-55M, but notes not on pace.
item 2.02item 9.01