PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Q1 2023 Earnings Conference Call May 9, 2023 5:00 PM ET Company Participants Samir Jain - Head of IR and Treasury Andrew Pascal - Co-Founder, Chairman and CEO Scott Peterson - VP and CFO Conference Call Participants David Pang - Stifel Aaron Lee - Macquarie Ryan Sigdahl - Craig-Hallum Capital Group Arthur Chu - Bank of America Operator Greetings. Welcome to the PLAYSTUDIOS First Quarter 2023 Earnings Call. [Operator Instructions] Please note this conference is being recorded. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For transition period from to Commission File Number 001-39652 PLAYSTUDIOS, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or orga ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For transition period from to Commission File Number 001-39652 PLAYSTUDIOS, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organizat ...

Financial Performance and Key Metrics - The company reported $79.4 million in revenue for Q4 2022, an increase from $71.9 million in Q4 2021 and $72.1 million in Q3 2022, driven by the inclusion of Brainium and Tetris [30][58] - Adjusted EBITDA for Q4 was $12.1 million, compared to $12 million a year ago and $9.8 million in Q3 2022, with EBITDA margins improving to 15.2%, a 170 basis point increase [31][58] - Daily Active Users (DAU) reached 3.2 million, and Monthly Active Users (MAU) reached 11.5 million, marking increases of 145% and 137% year-over-year, respectively [59] Business Line Performance - The company expanded its game portfolio from 7 to 17 games, transitioning from a social casino operator to a diversified game publisher [7][14] - The playAWARDS program saw a 6% increase in available rewards, totaling 574 unique rewards, with purchases up 6% in Q4 and 13% for the full year [23][60] - The integration of Brainium is ongoing, with expectations of synergies but no specific quantification yet [61] Market Conditions - The economic environment remains challenging, with high inflation and labor pressures impacting consumer-facing businesses [6] - The company is focusing on maintaining its player network and converting existing players to payers amidst a difficult user acquisition landscape [16][42] Company Strategy and Industry Competition - The strategic focus includes diversifying the game portfolio and enhancing the playAWARDS program to drive growth and improve margins [44][55] - The company aims to leverage its unique model of rewarded play to outperform competitors struggling with user acquisition [42][44] Management Commentary on Future Outlook - Management anticipates continued economic headwinds but is optimistic about the company's ability to create its own momentum through specific initiatives [6][30] - The guidance for 2023 includes expected revenues between $300 million and $320 million and adjusted EBITDA between $47.5 million and $52.5 million, reflecting a focus on margin expansion [64] Other Important Information - The company initiated a share repurchase program, acquiring approximately 2.4 million shares for about $10 million [29][63] - The balance sheet remains strong with $134 million in cash and no debt, providing flexibility for M&A and growth initiatives [35][57] Q&A Session Summary Question: What are the assumptions around consumer and macro in guidance? - The company does not forecast any meaningful change in the macroeconomic environment and expects challenges in the industry to continue [90][91] Question: How has Brainium performed on a standalone basis? - Specific product performance is not disclosed, but the Brainium suite is performing as expected, and the integration is progressing well [75][76] Question: What factors contributed to the success of new game launches? - The company attributes success to meaningful returns on investments and the quality of player cohorts, despite a challenging user acquisition environment [78][79] Question: What is the timeline for Tetris casual products? - The Tetris casual products are in development, but no specific timeline can be provided due to the unpredictability of the process [112][113] Question: How will the restructuring impact cost savings? - The company is shifting operations to lower-cost regions, which is expected to yield cost savings, but specific figures are not yet available [94][95]

PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Q3 2022 Earnings Conference Call November 8, 2022 5:00 PM ET Company Participants Samir Jain - Head of IR and Treasury Andrew Pascal - Co-Founder, Chairman and CEO Scott Peterson - VP and CFO Jason Hahn - EVP and Head of Corporate and Business Development Conference Call Participants Ryan Sigdahl - Craig-Hallum Capital Group Omar Dessouky - Bank of America Merrill Lynch Martin Yang - Oppenheimer Operator Good day, ladies and gentlemen, thank you for standing by. Welcome to th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For transition period from to Commission File Number 001-39652 PLAYSTUDIOS, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...

PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Q2 2022 Earnings Conference Call August 9, 2022 5:00 PM ET Company Participants Joel Agena - Vice President, Legal Counsel Andrew Pascal - Co Founder, Chairman and Chief Executive Officer Scott Peterson - Vice President, Chief Financial Officer Conference Call Participants William Saltonstall - Craig-Hallum Operator Good day, ladies and gentlemen. Thank you for standing by. Welcome to the PLAYSTUDIOS Second Quarter 2022 Earnings Conference Call. [Operator Instructions] Please ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) Delaware 88-1802794 For the quarterly period ended June 30, 2022 (I.R.S. Employer Identification Number) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 10150 Covington Cross Drive Las Vegas, NV 89144 (725) 877-7000 (State or ot ...

PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Q1 2022 Earnings Conference Call May 5, 2022 5:00 PM ET Company Participants Joel Agena ??? Corporate Security and General Counsel Andrew Pascal ??? Chief Executive Officer Scott Peterson ??? Chief Financial Officer Conference Call Participants Ryan Sigdahl ??? Craig-Hallum Matthew Cost ??? Morgan Stanley Mike Hickey ??? The Benchmark Company Greg Gibas ??? Northland Securities Martin Yang ??? Oppenheimer and Company Operator Ladies and gentlemen, good day. Thank you for stan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For transition period from to Commission File Number 001-39652 PLAYSTUDIOS, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or orga ...