earnings
confidence high
sentiment neutral
materiality 0.65
Playtika Q2 revenue $731M (+5% YoY); Adj EBITDA $206M (+23% YoY); FY guidance reaffirmed at lower end
Playtika Holding Corp.
- Revenue $731.1M, down 1.8% sequentially, up 5.0% YoY; DTC revenue $286.9M (+63.1% YoY).
- Net income $48.0M; Adjusted EBITDA $206.1M (+64.6% sequentially, +23.4% YoY).
- Disney Solitaire revenue $142.4M (+15.5% sequentially, +288.6% YoY); Bingo Blitz $145.1M (-5.6% sequentially).
- Average DPUs 367K (-5.2% sequentially); payer conversion improved to 4.6% from 4.3% YoY.
- FY 2026 guidance reaffirmed: revenue $2.75-2.85B, Adj EBITDA $750-790M; expects lower end due to cautious consumer spending.