earnings
confidence high
sentiment neutral
materiality 0.75
Playtika Q1 revenue $744.7M (+5.5% YoY), net loss $57.5M; raises FY guidance
Playtika Holding Corp.
2026-Q1 EPS reported
-$0.15
revenue$744,700,000
- Revenue $744.7M, up 5.5% YoY and 9.7% sequentially; DTC revenue record $291.8M (+62.8% YoY).
- Net loss of $57.5M (vs net income $30.6M YoY) due to SuperPlay earnout remeasurement; adjusted net income $13.6M.
- Adjusted EBITDA $125.2M, down 25.2% YoY, reflecting front-loaded investment in SuperPlay scale-up.
- Raises FY 2026 guidance: revenue to $2.75-$2.85B (prev. $2.70-$2.80B); Adj. EBITDA to $750-$790M (prev. $730-$770M).
- Board appoints Tae Lee as CFO effective May 5, 2026; Disney Solitaire revenue $123.3M, up 72.1% sequentially.