Core Insights - Playtika Holding Corp. reported third-quarter revenue of $674.6 million, reflecting a sequential decrease of 3.1% but an increase of 8.7% year over year [1][9] - Direct-to-Consumer (DTC) revenue reached a record $209.3 million, with a sequential increase of 19.0% and a year-over-year increase of 20.0% [1][9] - The company reaffirmed its full-year revenue guidance between $2.70 billion and $2.75 billion, and adjusted EBITDA guidance between $715 million and $740 million [6] Financial Performance - GAAP Net Income for the quarter was $39.1 million, up 17.8% sequentially but down 0.5% year over year [9] - Adjusted Net Income surged to $65.8 million, a sequential increase of 912.3% and a year-over-year increase of 16.3% [9][36] - Adjusted EBITDA was reported at $217.5 million, reflecting a sequential increase of 30.2% and a year-over-year increase of 10.3% [9][32] Operational Metrics - Average Daily Paying Users (DPUs) decreased by 6.3% sequentially to 354,000 but increased by 17.6% year over year [10] - Average Payer Conversion improved to 4.3%, up from 4.0% in Q3 2024 [10] - Revenue from Bingo Blitz was $162.6 million, showing a sequential increase of 1.5% and a year-over-year increase of 1.7% [10] Dividend Announcement - The Board of Directors declared a cash dividend of $0.10 per share, payable on January 9, 2026, to stockholders of record as of December 26, 2025 [5] Strategic Focus - The CEO emphasized the company's strategy to deepen player relationships and grow the DTC mix, which is expected to enhance long-term cash generation [3] - The CFO highlighted the leverage in the company's model, noting that a growing DTC mix is protecting margins and validating the acquisition strategy [3]

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]

Table of Contents As filed with the Securities and Exchange Commission on July 31, 2023. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GDEV Inc. (Exact name of registrant as specified in its charter) British Virgin Islands 7371 Not applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Numb ...

Table of Contents As filed with the Securities and Exchange Commission on July 31, 2023. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GDEV Inc. (Exact name of registrant as specified in its charter) British Virgin Islands 7371 Not applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Numb ...