Playtika Holding Corp. (PLTK) SEC Filings & Earnings Calls
EquiReason read 16 Playtika Holding Corp. SEC filings in the last 12 months. Latest: 8-K on 2026-08-19 — Playtika's controlling shareholder received NDRC approval for up to $800M bond issuance to prepay term loan; approval expires July 2027..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 787.6M
- P/E TTM
- —
- Dividend yield
- 19.4%
- 52-week
- —
- Next earnings
- 5 Nov, in 12 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
19 Aug 20268-K · 8.01Playtika's controlling shareholder received NDRC approval for up to $800M bond issuance to prepay term loan; approval expires July 2027.open
Risks flagged
Regulatory dependency on NDRC approval for debt refinancing; approval expires July 2027.
“Approval subject to Foreign Debt Rules; expiration date July 30, 2027.”
6 Aug 20268-K · 2.02Playtika reports Q2 2026 revenue $731.1M (+5.0% YoY), Adj. EBITDA $206.1M (+23.4% YoY), reaffirms FY guidance but expects lower end; DTC revenue +63.1% YoY; Disney Solitaire +288.6% YoY.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $731M | +5% y/y |
| DTC platforms revenue · Q2-2026 | $287M | +63% y/y |
| Net Income · Q2-2026 | $48M | |
| Adjusted EBITDA · Q2-2026 | $206M | +23% y/y |
| Adjusted EBITDA margin · Q2-2026 | 28.2% | |
| Average Daily Paying Users · Q2-2026 | 367,000 | -3% y/y |
| Average Payer Conversion · Q2-2026 | 4.6% | |
| ARPDAU · Q2-2026 | $1.01 | +16% y/y |
| Average DAUs · Q2-2026 | 8 | -9% y/y |
| Average MAUs · Q2-2026 | 24.8 | -17% y/y |
Guidance
FY26 revenue $2.75-2.85B; FY26 Adjusted EBITDA $750-790M; expects lower end of both ranges
Reaffirmed FY guidance but tempered with cautious consumer spending view, expecting lower end of ranges
Risks flagged
Consumer spending caution may pressure second-half revenue; guidance expects lower end of ranges
“Based on current trends, including a more cautious view of consumer spending and the planned step-down in second-half marketing investment, we currently expect full-year results to finish toward the lower end of both ranges.” · word for word
Bingo Blitz revenue decline continues (-9.5% YoY), indicating core franchise weakness
“Bingo Blitz revenue of $145.1 million decreased (9.5)% year over year”
User base contraction: DAUs down from 8.8M to 8.0M, MAUs down from 30.0M to 24.8M YoY
“Average DAUs 8.0 vs 8.8; Average MAUs 24.8 vs 30.0”
6 Aug 202610-QPlaytika reported Q2 2026 revenue of $731.1M (+5.0% YoY) and net income of $48.0M (+44.6% YoY), but user metrics declined and H1 net income swung to a loss.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $731M | +5% y/y |
| Net income (loss) · Q2-2026 | $48M | +45% y/y |
| Adjusted EBITDA · Q2-2026 | $206M | +23% y/y |
| Average DAUs · Q2-2026 | 8,000,000 | -9% y/y |
| Average MAUs · Q2-2026 | 24,800,000 | -17% y/y |
| ARPDAU · Q2-2026 | $1.01 | +16% y/y |
| Average DPUs · Q2-2026 | 367,000 | -3% y/y |
| Operating cash flow · H1-2026 | $52M | -69% y/y |
| Free cash flow · H1-2026 | $52M |
Risks flagged
User base decline
“Average DAUs 8.0 million in Q2 2026 vs 8.8 million in Q2 2025; Average MAUs 24.8 million vs 30.0 million.”
Geopolitical risk in Israel
“The Company's headquarters are located in Israel, and the Company employs approximately 1,195 professionals in Israel, including the majority of the Company's senior leadership team.” · word for word
Debt maturity risk
“Our $550 million revolving credit facility is set to expire in March 2027.”
Contingent consideration volatility
“Changes in estimated value of contingent consideration was $97.0 million for the six months ended June 30, 2026, compared to $(26.1) million for the same period of 2025.” · word for word
8 May 20268-K · 2.02Revenue $745M (+6% y/y); DTC platforms revenue $292M (+63% y/y); Net Loss $-58M; Guidance: FY2026 revenue $2.75-2.85B (from $2.70-2.80B); Adjusted EBITDA $750-790M (from $730-770M)earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $745M | +6% y/y |
| DTC platforms revenue · Direct-to-Consumer · Q1-2026 | $292M | +63% y/y |
| Net Loss · Q1-2026 | $-58M | |
| Adjusted EBITDA · Q1-2026 | $125M | -25% y/y |
| Average Daily Paying Users · Q1-2026 | 387,000 | -1% y/y |
| Average Payer Conversion · Q1-2026 | 4.5% | |
| Bingo Blitz revenue · Bingo Blitz · Q1-2026 | $154M | -5% y/y |
| Disney Solitaire revenue · Disney Solitaire · Q1-2026 | $123M | |
| June's Journey revenue · June's Journey · Q1-2026 | $76M | +10% y/y |
| Cash, cash equivalents, and short-term investments · Q1-2026 | $779M |
Guidance
FY2026 revenue $2.75-2.85B (from $2.70-2.80B); Adjusted EBITDA $750-790M (from $730-770M)
Raised full-year guidance on strong Q1 performance, but margin pressured by investment.
Risks flagged
Adjusted EBITDA margin compression due to front-loaded investment in SuperPlay scaling.
“Adjusted EBITDA of $125.2 million decreased (37.8)% sequentially and (25.2)% year over year.” · word for word
7 May 202610-QRevenue $745M (+6% y/y); Net Income (Loss) $-58M; Adjusted EBITDA $125M (-25% y/y)open
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $745M | +6% y/y |
| Net Income (Loss) · Q1-2026 | $-58M | |
| Adjusted EBITDA · Q1-2026 | $125M | -25% y/y |
| Average DAUs · Q1-2026 | 8,600,000 | -4% y/y |
| Average MAUs · Q1-2026 | 30,100,000 | -5% y/y |
| ARPDAU · Q1-2026 | $0.94 | +8% y/y |
| Average DPUs · Q1-2026 | 387,000 | -1% y/y |
| Operating Cash Flow · Q1-2026 | $23M | +21% y/y |
Risks flagged
Geopolitical risk from Israel conflict
“Since early 2026, the conflict involving Iran and Israel has intensified into a broader regional confrontation... the Company's headquarters are located in Israel, and the Company employs approximately 1,175 professionals in Israel, including the majority of the Company's senior leadership team.” · word for word
User base decline
“Average DAUs 8.6 million vs 9.0 million in prior year period.”
Contingent consideration volatility
“The increase was primarily related to the $95 million adjustment to contingent consideration expense for the SuperPlay earnout.” · word for word
Refinancing risk
“our $550 million revolving credit facility which is set to expire in March 2027” · word for word
29 Apr 2026DEF 14AProxy statement disclosing executive compensation structure and performance outcomes for FY2025.open
Figures in the filing · each found in the filing text
| Adjusted EBITDA · FY2025 | $753M | -1% y/y |
| Revenue Growth Rate · FY2025 | 8.0% | |
| Net Income · FY2025 | $-206M | -227% y/y |
Risks flagged
Stock Price Decline
“the Company's TSR was -40.64%” · word for word
6 Apr 20268-K · 7.01Issued a Regulation FD disclosure (forward guidance or material update)open
Risks flagged
Uncertainty around outcome of strategic review; no guarantee of transaction.
“There can be no assurance that the strategic review process will result in any strategic transaction.” · word for word
10 Mar 20268-K · 5.02Reported a director or officer change (departure, election, appointment or pay arrangement)open
Risks flagged
Key executive departure may signal instability, but internal promotion and no financial issues mitigate risk.
“CFO resignation effective April 1, 2026; no financial or accounting issues.”
26 Feb 202610-KRevenue from in-game purchases as % of total revenue 97.7; Revenue from in-game advertising as % of total revenue 2.3; Average Daily Payer Conversion 4.4open
Figures in the filing · each found in the filing text
| Revenue from in-game purchases as % of total revenue · FY2025 | 97.7% | |
| Revenue from in-game advertising as % of total revenue · FY2025 | 2.3% | |
| Average Daily Payer Conversion · FY2025 | 4.4% | |
| Revenue from iOS App Store and Google Play Store as % of total revenue · FY2025 | 66.3% | |
| Alternative payment method selection rate on Apple/Google platforms · FY2025 | 34.0% | |
| Bingo Blitz revenue as % of total revenue · FY2025 | 23.0% | |
| Slotomania revenue decline · FY2025 | 35.7% | |
| Average daily active users growth (total) · FY2025 | 4.9% | |
| Average daily active users decline (ex-SuperPlay) · FY2025 | 19.7% | |
| Adjusted EBITDA margin · FY2025 | 27.3% |
Risks flagged
Social Casino Legal Risk
“The Attorney General initiated a lawsuit on February 3, 2026, against the Company and other unrelated companies offering social casino-themed games asserting those same allegations.” · word for word
Platform Dependency Risk
“for the year ended December 31, 2025, 66.3% of our revenues were generated through transactions processed by the billing systems of iOS App Store and Google Play Store.” · word for word
Key Game Concentration Risk
“our top game by revenue, Bingo Blitz, generated approximately 23% and 25% of our revenues for each period.” · word for word
Slotomania Decline Risk
“revenues generated by Slotomania have been in decline in recent years, declining by approximately 35.7% in 2025 and 9.5% in 2024.” · word for word
Margin Pressure from Mix Shift
“Our Adjusted EBITDA margin declined from 29.7% in 2024 to 27.3% in 2025” · word for word
26 Feb 20268-K · 2.02Revenue $679M (+4% y/y); Revenue $2.76B (+8% y/y); DTC platforms revenue $250M (+43% y/y); Guidance: FY2026 revenue guidance $2.70-2.80B (midpoint ~$2.75B vs FY2025 $2.755B); Adjusted EBITDA $730-770M (midpoint $750M vs FY2025 $753.2M)earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q4-2025 | $679M | +4% y/y |
| Revenue · FY2025 | $2.76B | +8% y/y |
| DTC platforms revenue · Q4-2025 | $250M | +43% y/y |
| DTC platforms revenue · FY2025 | $815M | +17% y/y |
| Net loss · Q4-2025 | $-309M | |
| Net loss · FY2025 | $-206M | |
| Adjusted net income · Q4-2025 | $89M | |
| Adjusted net income · FY2025 | $198M | -10% y/y |
| Adjusted EBITDA · Q4-2025 | $201M | +10% y/y |
| Adjusted EBITDA · FY2025 | $753M | -1% y/y |
Guidance
FY2026 revenue guidance $2.70-2.80B (midpoint ~$2.75B vs FY2025 $2.755B); Adjusted EBITDA $730-770M (midpoint $750M vs FY2025 $753.2M)
FY2026 guidance implies essentially flat revenue and slightly lower Adjusted EBITDA vs FY2025; dividend suspended to preserve flexibility for earn-out obligations.
Risks flagged
Net loss driven by non-cash contingent consideration remeasurement from SuperPlay acquisition; potential for further volatility.
“Net loss reflects a non-cash impact from contingent consideration remeasurement related to the earnout payment tied to the SuperPlay acquisition.” · word for word
Dividend suspension may signal reduced confidence in near-term cash generation or prioritization of earn-out obligations.
“We are suspending our quarterly dividend, while keeping buybacks available and continuing to evaluate our capital structure over time.” · word for word
Core game Bingo Blitz revenue flat; June's Journey down YoY; reliance on DTC and SuperPlay for growth.
“Bingo Blitz revenue of $158.5 million decreased (2.5)% sequentially and flat year-over-year. June’s Journey revenue of $70.0 million increased 2.5% sequentially and down (2.0)% year-over-year.” · word for word
17 Feb 20268-K · 1.01, 2.03Playtika refinanced its $550M revolving credit facility with a new $550M facility maturing March 6, 2027, same terms except maturity date; interest at Term SOFR + 3.00% or base rate + 2.00%.open
Risks flagged
Near-term refinancing risk reduced but still present; maturity in 2027 is short, requiring future refinancing.
“New facility matures March 6, 2027, only one year out; no change to total debt amount.”
14 Jan 20268-K · 2.05, 7.01Workforce reduction 15open
Figures in the filing · each found in the filing text
| Workforce reduction · Q1-2026 | 15.0% |
Risks flagged
Execution risk in restructuring and reinvestment timing may delay profitability improvements.
“impact on overall profitability will depend on timing and scope of these investments” · word for word
12 Dec 20258-K · 8.01Revolving credit facility $550Mopen
Figures in the filing · each found in the filing text
| revolving credit facility · point_in_time | $550M |
Risks flagged
Regulatory risk from Chinese NDRC filing withdrawal could prevent extension of $550M revolver maturity.
“controlling shareholder elected to withdraw its filing of the Credit Agreement with the NDRC” · word for word
Liquidity risk if revolver not extended; no borrowings currently outstanding.
“Company has no borrowings outstanding under the Revolving Credit Facility” · word for word
6 Nov 20258-K · 2.02Revenue $675M (+9% y/y); DTC Platforms Revenue $209M (+20% y/y); Net Income $39M (-0% y/y); Guidance: FY revenue $2.70-$2.75B; Adj. EBITDA $715-$740Mearningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2025 | $675M | +9% y/y |
| DTC Platforms Revenue · Q3-2025 | $209M | +20% y/y |
| Net Income · Q3-2025 | $39M | -1% y/y |
| Adjusted EBITDA · Q3-2025 | $218M | +10% y/y |
| Average Daily Paying Users (DPUs) · Q3-2025 | 354,000 | +18% y/y |
| Average Daily Payer Conversion · Q3-2025 | 4.3% |
Guidance
FY revenue $2.70-$2.75B; Adj. EBITDA $715-$740M
Reaffirmed FY guidance; DTC growth and margin expansion support outlook.
Risks flagged
Slotomania revenue declining sharply (-46.7% YoY), indicating franchise risk
“Slotomania revenue of $68.5 million decreased (20.8)% sequentially and (46.7)% year over year” · word for word
6 Nov 202510-QPlaytika reported Q3 2025 revenue of $674.6M (+8.7% YoY) and net income of $39.1M, with growth driven by SuperPlay acquisition offset by organic decline in slot-themed games.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2025 | $675M | +9% y/y |
| Net income · Q3-2025 | $39M | -1% y/y |
| Adjusted EBITDA · Q3-2025 | $218M | +10% y/y |
| Average DAUs · Q3-2025 | 8,200,000 | +8% y/y |
| ARPDAU · Q3-2025 | $0.89 | 0% y/y |
| Average DPUs · Q3-2025 | 354,000 | +18% y/y |
| Average Daily Payer Conversion · Q3-2025 | 4.3% | |
| Average MAUs · Q3-2025 | 26,400,000 | 0% y/y |
| Operating cash flow · 9M-2025 | $282M | -16% y/y |
| Free cash flow · 9M-2025 | $166M |
Risks flagged
Social Casino Legal Risk
“In September 2024, a court ruled that two of High Five Games’ slot-themed games constituted illegal gambling under Washington law. As a result, the company was ordered to pay $24.9 million in February 2025.” · word for word
Platform Dependency Risk
“for the year ended December 31, 2024, 68.6% of our revenues were generated through the iOS App Store, Facebook, and Google Play Store.” · word for word
Acquisition Integration Risk
“SuperPlay Ltd., incurred net losses of $114 million in 2024.” · word for word
Leverage and Debt Service Risk
“As of December 31, 2024, we had $2,428.8 million aggregate principal amount of outstanding indebtedness” · word for word
Geopolitical Risk (Israel)
“the Company’s headquarters are located in Israel, and the Company employs approximately 1,273 professionals in Israel, including the majority of the Company’s senior leadership team.” · word for word
Playtika Holding Corp. — questions
- What did Playtika Holding Corp. file recently?
- 16 SEC filings in the last 12 months. Latest: 8-K on 2026-08-19 — Playtika's controlling shareholder received NDRC approval for up to $800M bond issuance to prepay term loan; approval expires July 2027.
Every figure on this page comes from Playtika Holding Corp.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.