Playtika Q4 Earnings Call Highlights

Management repeatedly pointed to D2C as a key driver of performance and mix. Antokol said D2C represented 36.8% of Q4 revenue and that the company ended the year at roughly a $1 billion annual D2C revenue level. Abrahams reported Q4 D2C revenue of $250.1 million, up 19.5% sequentially and 43.2% year-over-year, attributing the growth to broad-based contributions across games.President and CFO Craig Abrahams said the quarter came in ahead of Playtika’s revenue and Adjusted EBITDA guidance, and noted this was ...