earnings
confidence high
sentiment negative
materiality 0.80
PLAYSTUDIOS Q2 2026: Revenue $55.0M (-7% YoY), net loss $13.3M vs $2.9M loss
PLAYSTUDIOS, Inc.
2026-Q2 EPS reported
-$0.19
revenue$113,402,000
- Revenue $55.0M vs $59.3M YoY; net loss $13.3M vs $2.9M; AEBITDA $7.3M vs $10.7M.
- DTC revenue up 120% to $14.7M; DAU 1.9M, MAU 7.8M, ARPDAU $0.32.
- Renewal restructuring: closing 4 of 9 studios, eliminating 177 positions; $33-39M annualized savings expected.
- Tetris Block Party DAU ~123k, growth slowed; playSWEEPS Win Zone below expectations, investments reassessed.
- Cash $102.7M; adopted 10b5-1 plan for remaining $38.5M buyback; no formal guidance.