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Playtika(PLTK) - 2025 Q1 - Earnings Call Presentation

Financial Performance - Revenue reached $706 million, showing an increase of 8.6% sequentially and 8.4% year-over-year[7] - GAAP Net Income was $306 million, a decrease of (42.3)% year-over-year[7] - Adjusted Net Income amounted to $362 million, increasing 34.1% sequentially but decreasing (39.6)% year-over-year[7] - Adjusted EBITDA was $1673 million, reflecting a decrease of (9.0)% sequentially and (9.9)% year-over-year[7] - The GAAP Net Income margin was 4.3%, compared to (2.6)% in Q4 2024 and 8.1% in Q1 2024[7] - Adjusted Net Income margin was 5.1%, compared to 4.2% in Q4 2024 and 9.2% in Q1 2024[7] - Adjusted EBITDA margin was 23.7%, compared to 28.3% in Q4 2024 and 28.5% in Q1 2024[7] Business Highlights - Average Daily Paying Users reached 390K, an increase of 15.0% sequentially and 26.2% year-over-year[8] - Average Payer Conversion was 4.3%, compared to 4.2% in Q4 2024 and 3.5% in Q1 2024[8] - Bingo Blitz revenue was $1624 million, increasing 2.1% sequentially and 3.1% year-over-year[8] - Slotomania revenue was $1118 million, decreasing (5.5)% sequentially and (17.4)% year-over-year[8] - Dice Dreams revenue was $786 million, increasing 124.5% sequentially compared to a partial quarter in Q4 2024[8]