Core Insights - Playtika Holding Corp. reported a revenue of $696.0 million for Q2 2025, reflecting a sequential decrease of 1.4% but an increase of 11.0% year over year [1][9] - Direct-to-Consumer (DTC) revenue was $175.9 million, showing a sequential decrease of 1.8% and a year-over-year increase of 1.3% [1][9] - The company announced a quarterly dividend of $0.10 per share, payable on October 10, 2025 [5] Financial Performance - GAAP Net Income for Q2 2025 was $33.2 million, an increase of 8.5% sequentially but a decrease of 61.7% year over year [9] - Adjusted Net Income was $6.5 million, down 82.0% sequentially and 91.4% year over year [9] - Adjusted EBITDA for the quarter was $167.0 million, a slight decrease of 0.2% sequentially and a decrease of 12.6% year over year [9] Operational Metrics - Average Daily Paying Users (DPUs) were 378,000, a decrease of 3.1% sequentially but an increase of 26.8% year over year [10] - Bingo Blitz generated revenue of $160.2 million, a sequential decrease of 1.3% but an increase of 2.9% year over year [10] - Slotomania revenue was $86.5 million, reflecting a significant sequential decrease of 22.7% and a year-over-year decrease of 35.4% [10] Strategic Initiatives - The company is increasing its long-term target for DTC revenue to 40%, up from 30%, to enhance margin balance amid competitive pressures in mobile gaming [3] - The successful launch of Disney Solitaire has achieved a $100 million annual run-rate revenue, highlighting the effectiveness of collaboration with Disney & Pixar Games [3] Financial Outlook - Playtika revised its revenue guidance for the year to a range of $2.70 to $2.75 billion while maintaining Adjusted EBITDA guidance between $715 and $740 million [6]

Financial Performance - Playtika Holding Corp. reported revenue of $706.0 million for Q1 2025, representing an increase of 8.6% sequentially and 8.4% year over year [9][21] - Direct-to-Consumer (DTC) revenue reached $179.2 million, with a sequential increase of 2.6% and a year-over-year increase of 4.5% [9] - GAAP net income was $30.6 million, a decrease of 42.3% year over year, while adjusted net income was $36.2 million, reflecting a sequential increase of 34.1% but a year-over-year decrease of 39.6% [9][34] - Adjusted EBITDA for the quarter was $167.3 million, down 9.0% sequentially and 9.9% year over year [9][34] Operational Highlights - The average daily paying users (DPUs) increased to 390,000, marking a 15.0% sequential growth and 26.2% year-over-year growth [10] - Bingo Blitz, the company's largest title, generated revenue of $162.4 million, up 2.1% sequentially and 3.1% year over year [10] - Slotomania revenue decreased to $111.8 million, down 5.5% sequentially and 17.4% year over year [10] Capital Structure and Outlook - The company reaffirmed its revenue guidance for 2025, projecting between $2.80 billion and $2.85 billion, and adjusted EBITDA between $715 million and $740 million [6] - Playtika's Board of Directors declared a cash dividend of $0.10 per share, payable on July 7, 2025 [5] - The company entered into an agreement to extend the maturity of its revolving credit facility to September 2027, reducing the principal amount from $600 million to $550 million [7]