Since being floated on Nasdaq five years ago, Playtika Holding Corp. (Nasdaq: PLTK) has carried out several downsizing rounds, and its headcount shrank from 3,800 to 3,500 at the end of 2024. It is now making another, larger round of layoffs: according to estimates, up to 700 employees will have to leave, representing about 20% of the workforce at the end of last year. Playtika employs about 1,000 people in Israel. Playtika stated in response: "In accordance with company policy, we do not customarily comm ...

Playtika Holding Corp. (NASDAQ:PLTK) is included among the 15 Stocks with Highest Dividend to Invest in. Freedom Capital Markets Initiates Playtika (PLTK) Coverage With Hold Rating and $3.75 Target On‌ November 3, Freedom Capital Markets beg‍an covering Playtika Holding Corp. (NASDAQ:PLTK) with a Hold rating and a $3.75 price targe‍t, according to a report by The Fly. In​ the third quarter of 2025,⁠ Playtika Holding Corp. (NASDAQ:PLTK) report⁠ed $674.6 million in revenue, an 8% decline comp‍ared‌ with t ...

Core Viewpoint - The article emphasizes the effectiveness of value investing as a strategy to identify undervalued stocks, highlighting Playtika (PLTK) as a strong candidate based on various financial metrics [2][6]. Company Analysis - Playtika (PLTK) holds a Zacks Rank of 2 (Buy) and has received an "A" grade for Value, indicating it is among the highest-quality value stocks available [3]. - PLTK's PEG ratio is currently at 0.80, which is significantly lower than the industry average of 1.39, suggesting that it may be undervalued [4]. - The company's P/S ratio stands at 0.58, compared to the industry's average P/S of 1.37, further supporting the notion of PLTK being undervalued [5]. - The data indicates that Playtika is likely undervalued, and its strong earnings outlook positions it as one of the market's strongest value stocks [6].

Financial Data and Key Metrics Changes - The company generated $674.6 million in revenue for Q3 2025, down 3.1% sequentially but up 8.7% year-over-year [8] - GAAP net income was $39.1 million, up 17.8% sequentially but down 0.5% year-over-year [9] - Adjusted EBITDA reached $217.5 million, up 30.2% sequentially and up 10.3% year-over-year [9] - Direct-to-consumer (D2C) revenue crossed $200 million, reaching $209.3 million, up 19% sequentially and up 20% year-over-year [9][10] - D2C represented 31% of total revenue this quarter, with a target of achieving 40% on a run-rate basis in the next two years [10] Business Line Data and Key Metrics Changes - Bingo Blitz revenue was $162.6 million, up 1.5% sequentially and 1.7% year-over-year [10] - Slotomania revenue was $68.5 million, down 20.8% sequentially and 46.7% year-over-year [11] - June's Journey revenue was $68.3 million, down 1.2% sequentially and down 2.7% year-over-year [12] Market Data and Key Metrics Changes - The U.S. iOS platform was identified as a major catalyst driving D2C growth [35] - International markets, particularly Japan, have shown strong performance, with continued opportunities for growth [56] Company Strategy and Development Direction - The company is focusing on stabilizing the Slotomania franchise while reallocating resources towards higher-return opportunities [5][11] - There is an ongoing effort to enhance player experience through AI-driven initiatives and improve operational efficiency [7][18] - The company plans to continue its strategy of returning capital to shareholders through dividends and buybacks while pursuing selective M&A [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the performance of Disney Solitaire and its impact on future game launches [4][44] - The company is optimistic about stabilizing Slotomania and improving its game economy [39] - There is a cautious outlook regarding near-term revenue recovery for Slotomania, with a focus on enhancing game experience and payer retention [11][12] Other Important Information - The company had approximately $640.8 million in cash, cash equivalents, and short-term investments as of September 30 [16] - Cost of revenue increased by 6.1% year-over-year, while operating expenses rose by 21.6% year-over-year [13] Q&A Session Summary Question: Can you expand on reallocating resources and AI initiatives? - The company is investing in growth for acquired titles and enhancing player experience through AI, focusing on efficiency and quicker feature releases [18][19] Question: Thoughts on dividend and capital allocation for 2026? - The company is evaluating its capital allocation framework but cannot share specific future plans at this time [24][25] Question: Impact of Google barring sweepstakes from advertising? - The company is monitoring the situation but does not comment on speculation [28] Question: Will Jackpot Tour cannibalize current slot titles? - Management believes Jackpot Tour will target a different audience and will not cannibalize existing titles [29] Question: What drove the acceleration in D2C growth? - The D2C platform is a significant advantage, with most games already on it, and U.S. iOS was a major catalyst for growth [34][35] Question: How to stabilize Slotomania and marketing allocation? - The company is focused on improving Slotomania's game economy and will adjust marketing based on performance metrics [39][40] Question: Changes in competitive dynamics for Slotomania? - The competitive dynamics have remained consistent, with strong performance in U.S. iOS and international markets [56][58]

Playtika Holding (PLTK) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.88%. A quarter ago, it was expected that this mobile game developer would post earnings of $0.15 per share when it actually produced earnings of $0.02, delivering a surprise of -86.67%.Over the last four quarte ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 001-39896 PLAYTIKA HOLDING CORP. (Exact Name of Registrant as Specified in its Charter) Delaware 81-3634591 (State of ...

PLAYTIKA HOLDING CORP. Third Quarter 2025 Results November 6, 2025 LEGAL DISCLAIMER Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Section 21E of the Exchange Act. All statements other than statements of historical facts contained in this presentation, including statements regarding our business strategy, plans and our objectives for future operations, are forward-looking statements. Furth ...

Revenue Performance - Revenue for Q3 2025 was $674.6 million, a decrease of 3.1% sequentially and an increase of 8.7% year over year[5] - Direct-to-Consumer (DTC) revenue reached a record $209.3 million, increasing 19.0% sequentially and 20.0% year over year[5] - Bingo Blitz revenue was $162.6 million, increasing 1.5% sequentially and 1.7% year over year[6] - Revenues for the three months ended September 30, 2025, increased to $674.6 million, up from $620.8 million in 2024, representing an 8.5% growth[20] Income Metrics - GAAP Net Income was $39.1 million, up 17.8% sequentially but down 0.5% year over year[5] - Adjusted Net Income surged to $65.8 million, reflecting a 912.3% increase sequentially and a 16.3% increase year over year[5] - Net income for the nine months ended September 30, 2025, was $102.9 million, a decrease of 42.5% compared to $178.9 million in 2024[20] - The company reported a net income margin of 5.0% for the nine months ended September 30, 2025, down from 9.4% in 2024[30] EBITDA and Cash Flow - Adjusted EBITDA for the quarter was $217.5 million, representing a 30.2% sequential increase and a 10.3% year-over-year increase[5] - Adjusted EBITDA for the nine months ended September 30, 2025, was $551.8 million, compared to $573.8 million in 2024, reflecting a decline of 3.8%[30] - Free Cash Flow for the nine months ended September 30, 2025, was $217.9 million, down from $268.3 million in 2024, a decrease of 18.7%[24] - Cash flows from operating activities for the nine months ended September 30, 2025, were $281.8 million, compared to $337.0 million in 2024, a decline of 16.3%[22] Costs and Expenses - Total costs and expenses for the three months ended September 30, 2025, were $576.2 million, an increase from $523.3 million in 2024, representing a 10.1% rise[20] Shareholder Returns - Playtika's Board declared a cash dividend of $0.10 per share, payable on January 9, 2026[7] - The company paid dividends totaling $112.5 million during the nine months ended September 30, 2025, compared to $74.3 million in 2024, an increase of 51.5%[22] User Metrics - Average Daily Paying Users (DPUs) were 354,000, a decrease of 6.3% sequentially but an increase of 17.6% year over year[6] Guidance - The company reaffirmed its full-year revenue guidance of between $2.70 billion and $2.75 billion, and Adjusted EBITDA guidance of between $715 million and $740 million[8] Impairment Charges - The company experienced an impairment charge of $1.9 million for the nine months ended September 30, 2025, compared to $36.3 million in 2024[30] Cash Position - Cash, cash equivalents, and short-term investments totaled $640.8 million as of September 30, 2025[5] Shares Information - The weighted-average shares used in computing net income per share attributable to common stockholders, basic, was 372.9 million for the nine months ended September 30, 2025[20]

Revenue of $674.6 million and Direct-to-Consumer (“DTC”) Revenue of $209.3 millionRevenue Decreased (3.1)% Sequentially and Increased 8.7% Year Over Year DTC Platforms Revenue Increased 19.0% Sequentially and 20.0% Year Over Year HERZLIYA, Israel, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Playtika Holding Corp. (NASDAQ: PLTK) today released financial results for its third quarter for the period ending September 30, 2025. Financial Highlights Revenue of $674.6 million decreased (3.1)% sequentially and increased 8.7% ...

Company Overview - Playtika Holding Corp. is a leader in mobile gaming entertainment and technology, with a diverse portfolio of game titles [3] - Founded in 2010, Playtika was one of the pioneers in offering free-to-play social games on social networks and mobile platforms [3] - The company is headquartered in Herzliya, Israel, and aims to entertain the world through various gaming experiences [3] Upcoming Financial Results - Playtika will release its financial results for the third quarter of 2025 before U.S. markets open on November 6, 2025 [1] - A conference call to discuss the results will be held on the same day at 5:30 AM Pacific Time, 8:30 AM Eastern Time [1] Investor Relations - A live webcast of the conference call and earnings release materials will be accessible on Playtika's Investor Relations website [2]