Playtika(US:PLTK)2023-08-08 14:23Financial Performance - Revenue reached $642.8 million[24], showing a decrease of 2.0% sequentially and 2.5% year over year[45] - Net income was $75.7 million[24], a decrease of 10.0% sequentially but an increase of 108.0% year over year[25] - Credit Adjusted EBITDA was $215.0 million[24], down 3.5% sequentially but up 6.7% year over year[46], with a margin of 33.4%[27] Key Metrics - Average Daily Paying Users (DPUs) were 307,000, a decrease of 5.8% sequentially and 1.0% year over year[29] - Average Payer Conversion was 3.6%, flat sequentially and up from 3.2% in the prior year period[30] Revenue Streams - Direct-to-Consumer Platforms revenue increased 9.1% sequentially and 7.6% year over year[26], contributing 23.1% of the revenue mix[72] - Third-Party Platforms accounted for 76.9% of the revenue mix[72] Game Performance - Bingo Blitz generated $156.3 million in revenue, down 1.8% sequentially but up 6.3% year over year[49] - Solitaire Grand Harvest revenue was $81.8 million, down 4.2% sequentially but up 26.2% year over year[61] - Slotomania revenue was $144.7 million, down 1.3% sequentially and 9.9% year over year[34] Fiscal Year 2023 Guidance - The company expects revenue between $2.57 billion and $2.62 billion[35] - Credit Adjusted EBITDA is projected to be between $805 million and $830 million[35], with a margin of 31.3% to 31.7%[35] - Capital expenditures are expected to be between $100 million and $105 million[35]