Playtika Holding Corp. Q4 2025 Earnings Call Summary

Management is intentionally shifting the business mix toward long-life casual games, which now represent 74% of total revenue, to reduce dependency on the volatile social casino category. The SuperPlay acquisition has emerged as a primary growth engine, with Disney Solitaire scaling to a $300 million annualized run rate within months of its global launch. Direct-to-Consumer (D2C) channels reached a $1 billion annual revenue run rate, serving as a critical tool for improving unit economics and deepenin ...