secwatch.observer — SEC 8-K summary ====================================== Issuer: PLAYSTUDIOS, Inc. (MYPS) CIK: 0001823878 Form: 8-K Filed at: 2025-08-04T23:59:59+00:00 Accession: 0001823878-25-000039 Event type: earnings Sentiment: negative Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 PLAYSTUDIOS Q2 revenue falls 18% to $59.3M; net loss $2.9M; AEBITDA $10.7M -------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1823878/000182387825000039/0001823878-25-000039-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1823878/000182387825000039/myps-20250804.htm HTML page: https://secwatch.observer/filing/0001823878-25-000039 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer