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] Financial Results Announcement - Playtika will release its financial results for the first quarter of 2025 before U.S. markets open on May 8, 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]

Core Insights - Playtika has launched a new free-to-play solitaire game, Disney Solitaire, in collaboration with Disney Games, marking the first game release since acquiring SuperPlay [1][6] - Disney Solitaire combines classic TriPeaks Solitaire gameplay with Disney and Pixar characters, providing a nostalgic experience for players [2][3] - The game features over 75 characters and storylines from popular Disney and Pixar films, enhancing the gaming experience [3] Company Overview - Playtika Holding Corp. is a leader in mobile gaming entertainment, known for its free-to-play social games, and has a diverse portfolio of game titles [6] - SuperPlay, founded in 2019, is recognized as one of the fastest-growing mobile gaming companies, known for hit games like Dice Dreams and Domino Dreams, and was acquired by Playtika in November 2024 [7] Game Features - Disney Solitaire offers engaging levels and compelling visuals, inviting both mobile gaming and Disney fans to enjoy a fresh take on Solitaire [2][5] - The collaboration with Disney Games is seen as a significant milestone for SuperPlay, aiming to keep players engaged with beloved characters [4][5]

Group 1: Core Insights - Bingo Blitz, the leading free-to-play bingo game, is launching a new game show in collaboration with Game Show Network, marking its debut on television [1][2][3] - The BINGO BLITZ game show features contestants answering trivia questions to earn bingo balls, with a chance to win $10,000 in the Blitz Round [2][3] - The game show aims to deliver a dynamic and social gaming experience, reflecting the excitement of the Bingo Blitz mobile game [3][4] Group 2: Company Background - Bingo Blitz is recognized as the 1 free-to-play bingo game globally, with a commitment to providing high-quality user experiences and innovative features [4][5] - Playtika, the parent company of Bingo Blitz, is a leader in mobile gaming entertainment, known for its portfolio of free-to-play social games [5][6] - Playtika was founded in 2010 and has established a global presence with offices worldwide, focusing on entertaining users through diverse gaming experiences [5]

Group 1 - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines factor analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past performance [1] Group 2 - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and special situations [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - A passion for investor education has led to conducting numerous seminars and authoring two books on stock selection and analysis [1]

Core Insights - The Smurfs have partnered with Solitaire Grand Harvest to create an immersive gaming experience, coinciding with the release of the new Smurfs movie on July 18, 2025 [1][3][4] - Solitaire Grand Harvest is recognized as the highest-grossing solitaire game in the U.S., with a significant player base engaging in its farming and solitaire gameplay [5][7] Company Overview - Playtika Holding Corp. is a leader in mobile gaming entertainment, founded in 2010, and has a diverse portfolio of game titles [6] - Solitaire Grand Harvest, developed by Supertreat GmbH, allows players to engage in farming activities while progressing through challenging solitaire levels [5] Industry Context - The collaboration between the Smurfs and Solitaire Grand Harvest aims to enhance player engagement through themed features, special missions, and a unique collection album [2][3] - The Smurfs franchise, created in 1958, continues to evolve with new media, including an animated series and upcoming movie releases, maintaining its relevance in family entertainment [8][9]

BofA Securities analyst Omar Dessouky double-upgraded the shares of Playtika Holding Corp PLTK on Wednesday from Underperform to Buy and raised the price forecast from $6 to $6.50.The company has the highest profitability in the industry, with 30% EBITDA margins, and is home to some of the largest mobile gaming franchises, the analyst said.Despite being in a mature yet growing industry, PLTK’s 21% FCF yield and 9% dividend yield suggest limited downside.The stock’s recent dislocation is attributed to shareh ...

Core Viewpoint - Playtika's stock is experiencing a significant surge following a double-upgrade from Bank of America, indicating a potential shift in analyst sentiment towards the mobile gaming sector [1] Company Performance - Playtika's stock rose by 21.7%, trading at $5.36, recovering from an all-time low of $3.97 on March 21, although it still shows a year-to-date decline of 24.2% [2] - The stock is reclaiming most short-term moving averages, but faces resistance from longer-term trendlines, suggesting potential challenges for sustained rally [2] Analyst Sentiment - A notable 73% of analysts currently rate Playtika as a "hold" or worse, indicating that a shift in this bearish sentiment could lead to a significant price increase [3] - Short interest has increased by 31.6% over the last two reporting periods, with nearly 9.9% of the float sold short, presenting a potential for a short squeeze if the rally continues [3] Options Market Activity - Options traders have shown a bearish inclination, with a put/call volume ratio ranking in the 92nd percentile of annual readings, but this trend appears to be shifting due to the recent price increase [4] - The options market has seen a surge in activity, with 4,273 calls traded, which is 67 times the average intraday volume, indicating increased interest in bullish positions [4]

Now through April 1, House of Fun's in-game chef feature dishes up a side of giving as players can participate to work towards milestone markers in support of the game's donation to Meals on Wheels AmericaHERZLIYA, Israel, March 19, 2025 /PRNewswire/ -- House of Fun (HoF), a free-to-play slots game from Playtika, is launching Chef Academy, a limited-time feature that lets players support a meaningful cause while enjoying their favorite game. From now until April 1, 2025, players can help support non-profit ...

Core Insights - Playtika Holding Corp. announced participation in investor conferences in Q1 2025, including the Morgan Stanley Technology, Media & Telecom Conference [1] Company Overview - Playtika is a leader in mobile gaming entertainment and technology, founded in 2010, and is known for 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] Investor Relations - Investors can schedule meetings with management through Morgan Stanley or ROTH representatives, and a live webcast of the presentations will be available on Playtika's Investor Relations page [2] - A replay of the discussions and the latest investor presentation can also be accessed on the company's Investor Relations page [2] Upcoming Events - Playtika will present at the 37th Annual ROTH Conference on March 17, 2025, at 08:30 AM PT in Dana Point, CA [6] - The company will also present at the Morgan Stanley Technology, Media & Telecom Conference [1]

Playtika Holding (PLTK) Q4 2024 Earnings Call February 27, 2025 03:51 PM ET Company Participants Tae Lee - SVP - Corporate Finance & Investor RelationsRobert Antokol - CO-Founder, Chairman & CEOCraig Abrahams - President & CFOClark Lampen - Managing DirectorArthur Chu - Internet Equity ResearchEric Sheridan - Managing DirectorMatthew Cost - Executive Director, Equity ResearchAlbert Kim - Equity Research Associate Conference Call Participants Colin Sebastian - Senior Research AnalystEric Handler - Managing D ...