Playtika Holding (PLTK) Q2 2025 Earnings Call August 07, 2025 08:30 AM ET Speaker0Good day and thank you for standing by. Welcome to the Platika Q2 twenty twenty five Earnings Conference Call. At this time, participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.You will then hear an automated message advising your hand is raised. Please be advised that today's con ...

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 PLAYTIKA HOLDING CORP. (Exact Name of Registrant as Specified in its Charter) Delaware 81-3634591 (State of other jurisdiction (I.R.S. Employer of incorporation or organization) Identification No.) c/o Playtika Ltd. HaChoshlim St 8 Herzliya Pituach, Israel 972-73-316-3251 (Address, including zip code, and telephone number, includ ...

PLAYTIKA HOLDING CORP. Second Quarter 2025 Results August 7, 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. Furthe ...

Exhibit 99.1 Playtika Holding Corp. Reports Q2 2025 Financial Results Revenue of $696.0 million and Direct-to-Consumer ("DTC") Revenue of $175.9 million Revenue Decreased (1.4)% Sequentially and Increased 11.0% Year Over Year DTC Platforms Revenue Decreased (1.8)% Sequentially and Increased 1.3% Year Over Year Herzliya, Israel - August 7, 2025 - Playtika Holding Corp. (NASDAQ: PLTK) today released financial results for its second quarter for the period ending June 30, 2025. Financial Highlights "We are plea ...

Revenue of $696.0 million and Direct-to-Consumer (“DTC”) Revenue of $175.9 millionRevenue Decreased (1.4)% Sequentially and Increased 11.0% Year Over YearDTC Platforms Revenue Decreased (1.8)% Sequentially and Increased 1.3% Year Over Year HERZLIYA, Israel, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Playtika Holding Corp. (NASDAQ: PLTK) today released financial results for its second quarter for the period ending June 30, 2025. Financial Highlights Revenue of $696.0 million decreased (1.4)% sequentially and increase ...

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 has a global workforce [3] Financial Results Announcement - Playtika will release its financial results for the second quarter of 2025 before U.S. markets open on August 7, 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 available on Playtika's Investor Relations website [2]

Playtika Holding Corp. (NASDAQ: PLTK ) is a high margin and cash-flow generative company with a liveops model that enables its legacy games to be profitable for years (TTM EBITDA margin:23.3%). Though the company has a modest concerningI am currently working as an investment analyst at a family office. My specialty is identifying high-quality and/or severely mispriced investment ideas. I believe that a great investment idea would "jump" at you intuitively and it comes in buying great companies at great pric ...

Core Viewpoint - Small-cap stocks are currently undervalued, presenting potential investment opportunities, especially those offering high dividend yields ranging from 8.3% to 17.1% [2] Group 1: Small-Cap Stocks Overview - The valuation gap between the S&P 500 and S&P 600 is at its widest since the late 1990s, suggesting small-cap stocks are significantly cheaper [2] - The article discusses five small-cap stocks with attractive dividend yields, indicating a potential for high returns despite their current low valuations [2] Group 2: Playtika Holding (PLTK) - Playtika, a mobile game developer, has a dividend yield exceeding 8% but has not raised its payout recently, indicating a decline in earnings and sales [4][5] - Analysts project a 32% increase in profits for 2024, despite the company's struggles in the competitive mobile gaming market [6] - Playtika's valuation is low at 6 times forward earnings, but there are concerns about its growth prospects [7] Group 3: Carlyle Secured Lending (CGBD) - CGBD is a business development company focused on U.S. middle-market companies, primarily investing in first-lien debt [8][9] - Recent earnings reports have shown disappointing results, with an increase in non-accrual loans and a stagnant base dividend of 40 cents per share [10][11] - CGBD shares are trading at a 16% discount to net asset value, but operational challenges raise concerns about future dividend sustainability [12] Group 4: Bain Capital Specialty Finance (BCSF) - BCSF provides financing solutions to a diverse range of companies, with a significant portion of its investments in first-lien debt [13][14] - The company has maintained its regular dividend but has introduced special dividends, raising concerns about future dividend coverage due to declining net investment income projections [16][17] - Analysts expect BCSF's dividend ratios to be high, leaving little room for error in case of operational difficulties [17] Group 5: Two Harbors Investment Corp. (TWO) - TWO operates in the mortgage REIT sector, focusing on mortgage servicing rights and agency residential mortgage-backed securities [19][22] - The company has faced significant share price declines, resulting in a high yield of over 17%, but recent litigation charges could impact its book value and dividend sustainability [24][25] - TWO's current dividend rate of 45 cents per share is at risk due to the potential impact of litigation on earnings available for distribution [25] Group 6: Franklin BSP Realty Trust (FBRT) - FBRT is a mortgage REIT focused on commercial mortgage-backed securities, with a significant portion of its portfolio in multifamily properties [26][27] - The company is trading at a 28% discount to book value, with a low P/E ratio based on 2026 earnings estimates, indicating potential value [28] - Concerns exist regarding the stability of its dividend, as the payout has not changed since 2021, and market conditions could necessitate a review of the dividend policy [29][30]

Downloading the WSOP app for free automatically qualifies poker fans for the chance to win a free Vegas poker vacationHERZLIYA, Israel, June 2, 2025 /PRNewswire/ -- As professional poker players gear up for the World Series of Poker tournament next month, Playtika's WSOP free-to-play app is giving fans a chance to join in on the action. Now through July 31, the WSOP app will award nine lucky players with the ultimate Las Vegas poker getaway, including airfare, accommodations and spending money for each winn ...

Core Insights - Playtika Holding (PLTK) reported revenue of $706 million for the quarter ended March 2025, reflecting an 8.4% increase year-over-year and a surprise of +1.25% over the Zacks Consensus Estimate of $697.25 million [1] - The company's EPS was $0.09, down from $0.15 in the same quarter last year, resulting in an EPS surprise of -18.18% compared to the consensus estimate of $0.11 [1] Financial Performance Metrics - Playtika's shares have returned +9.9% over the past month, while the Zacks S&P 500 composite increased by +11.3%, indicating a performance in line with the broader market [3] - Average Daily Payer Units (DPUs) were reported at 0.39 million, exceeding the average estimate of 0.33 million from two analysts [4] - The Average Daily Payer Conversion rate was 4.3%, slightly above the estimated 4% [4] - Monthly Active Users (MAUs) reached 31.8 million, surpassing the average estimate of 29.4 million [4] - Daily Active Users (DAUs) were reported at 9 million, exceeding the estimated 8.36 million [4] - Average Revenue Per Daily Active User (ARPDAU) was $0.87, below the estimated $0.91 [4]