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PLTK News
PLTK Events
Playtika Reports Q2 Revenue of $731.1M, Beating Expectations
Reports Q2 revenue $731.1M, consensus $713.15M. "Our Q2 results demonstrate what has always been at the heart of Playtika, we build games that keep players engaged for years, not quarters," said CEO Robert Antokol. "Disney Solitaire grew again this quarter even as we reduced our marketing investment and our margins expanded meaningfully. These results reflect the durability of our model and the discipline of our execution." "Our Q2 reflected the investment cadence we outlined last quarter, marketing stepped down materially, margins expanded, and SuperPlay became a positive Adjusted EBITDA contributor," said CFO Tae Lee.
Sees 2026 Adjusted EBITDA at $750M-$790M
Still sees 2026 adjusted EBITDA $750M-$790M.
Disney Reports Q1 Revenue of $744.7M
Reports Q1 revenue $744.7M, consensus $694.65M. "We delivered a strong start to 2026, led by continued momentum in Disney Solitaire and another quarter of record breaking performance in Direct-to-Consumer," said CEO Robert Antokol. "Just as importantly, we are seeing signs of improved stability across our organic portfolio quarter over quarter. We remain focused on disciplined execution, investing behind the opportunities we believe can drive sustained engagement and long-term value creation." "Q1 performance is ahead of our prior expectations, with SuperPlay tracking ahead of plan and the core portfolio showing strength," said CFO Tae Lee. "Our Adjusted EBITDA for the quarter reflects a planned, front-loaded investment cadence as SuperPlay scales, which we expect to normalize over the year."
Playtika Board Committee Evaluates Strategic Alternatives to Enhance Shareholder Value
Playtika announced that as part of the ongoing efforts of Playtika's Board of Directors to enhance shareholder value, a Special Committee of the Board of Directors, comprised solely of independent directors, is conducting a comprehensive review and evaluation of strategic alternatives across its portfolio. The Special Committee is evaluating opportunities and alternatives to unlock and enhance shareholder value and has retained Morgan Stanley & Co. to act as financial advisor. There can be no assurance that the strategic review process will result in any strategic transaction. Playtika does not currently intend to disclose developments related to the strategic review process unless and until the Special Committee and Board have approved a course of action for which further disclosure is appropriate.
Company Q4 Revenue of $678.8M Beats Expectations
Reports Q4 revenue $678.8M, consensus $661.9M. "We delivered a strong finish to 2025, driven by continued momentum in our casual portfolio, record DTC contribution, and another outstanding quarter from SuperPlay," said CEO Robert Antokol. "As we enter 2026, our focus remains on disciplined execution and building a more resilient, diversified business positioned for long-term value creation." "Our results underscore the strength of our portfolio strategy, highlighted by performance ahead of guidance and record free cash flow for the year," said CFO Craig Abrahams. "The business today reflects a healthier and more balanced mix, one that we believe supports stronger and more sustainable value creation over time."
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