10-K · February 26, 2026
Playtika Holding Corp. reported revenues of $2,755.4 million for the year ended December 31, 2025, reflecting an 8.1% increase from $2,549.3 million in 2024. However, net income decreased significantly to a loss of…
Earnings analysis · 10-Q
PLTK earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Playtika Holding Corp. reported a revenue increase of 5.5% year-over-year to $744.7 million for Q1 2026, outperforming analyst estimates. However, the company faced a significant net loss of $57.5 million compared to a…
Read full summary
Playtika Holding Corp. reported a revenue increase of 5.5% year-over-year to $744.7 million for Q1 2026, outperforming analyst estimates. However, the company faced a significant net loss of $57.5 million compared to a net income of $30.6 million in the prior period, reflecting operational challenges and increased spending in sales and marketing.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.2
What stood out
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Revenue Growth vs. Prior Year
Revenue for Q1 2026 was $744.7 million, up $38.7 million (5.5%) from $706 million in Q1 2025.
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Sales and Marketing Expense Surge
Sales and marketing expenses rose by $88.8 million to $360.6 million in Q1 2026, primarily driven by media buys.
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Decreased Cost of Revenue
Cost of revenue fell by $5.2 million from $197.4 million to $192.2 million compared to Q1 2025.
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Free Cash Flow Increase
Free cash flow improved to $22.8 million in Q1 2026, up from $18.8 million in Q1 2025.
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Adjusted EBITDA Provides Insight
Adjusted EBITDA for Q1 2026 was $125.2 million, down from $167.3 million in Q1 2025, indicating operational challenges.
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Daily Active Users Decline
Average Daily Active Users decreased to 8.6 million in Q1 2026, down from 9.0 million in Q1 2025.
What to watch
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Significant Net Loss
Net loss widened to $57.5 million in Q1 2026, a decrease of $88.1 million from net income of $30.6 million in the same quarter last year.
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Increased Operating Expenses
Total costs surged to $794.3 million in Q1 2026, an increase of $156.1 million from $638.2 million in Q1 2025.
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Dependence on Acquired Titles
Revenue growth primarily attributed to gains from newer SuperPlay titles, indicating reliance on recent acquisitions for growth.
Management's outlook
Outlook deferred to earnings press release / call.
Earlier filings 4
10-Q · November 6, 2025
Playtika Holding Corp. posted a strong Q3 2025 performance with revenue of $674.6 million, marking a 53.8 million increase from Q3 2024. Despite missing EPS estimates at $0.178 compared to the expected $0.19, management…
10-Q · August 7, 2025
Playtika Holding Corp. reported a revenue of $696 million for Q2 2025, a 10.9% increase compared to $627 million in Q2 2024, albeit below analyst expectations. The company faced significant headwinds, including…
10-Q · May 8, 2025
Playtika Holding Corp. reported revenues of $706 million for Q1 2025, a 8.4% increase from $651 million in Q1 2024, but experienced a decline in net income to $30.6 million compared to $53.0 million in the prior year,…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.