secwatch.observer — SEC 8-K summary
======================================

Issuer:     PLAYSTUDIOS, Inc. (MYPS)
CIK:        0001823878
Form:       8-K
Filed at:   2026-08-11T18:36:59+00:00
Accession:  0001823878-26-000055
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

PLAYSTUDIOS Q2 2026: Revenue $55.0M (-7% YoY), net loss $13.3M vs $2.9M loss
----------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1823878/000182387826000055/0001823878-26-000055-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1823878/000182387826000055/myps-20260811.htm
  HTML page:      https://secwatch.observer/filing/0001823878-26-000055

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer