PLTK · Playtika Holding Corp.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Playtika beat Q2 margin expectations as Adjusted EBITDA margin expanded to 28.2% and Disney Solitaire grew 15.5% sequentially even as marketing spend was cut, but the company guided full-year results to the lower end of reaffirmed ranges citing a planned second-half marketing step-down and weakening consumer spending.
- + Disney Solitaire revenue grew 15.5% sequentially and 288.6% year-over-year despite a meaningful reduction in marketing spend, demonstrating player retention.
- + Direct-to-Consumer revenue grew 63.1% year-over-year and reached 39.3% of revenue, supporting margin protection.
- + ARPDAU increased 16.1% year-over-year and Average Payer Conversion rose to 4.6% from 4.3% in Q2 2025.
- − Full-year guidance was reaffirmed but the company now expects to land toward the lower end of both the revenue ($2.75-$2.85 billion) and Adjusted EBITDA ($750-$790 million) ranges.
- − Disney Solitaire revenue is expected to decline sequentially in the second half as SuperPlay marketing investment steps down, despite expected year-over-year growth.
- − Average Daily Active Users fell 9.1% year-over-year to 8 million and Average Daily Paying Users declined 2.9% year-over-year to 367,000.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Gaming & Multimedia — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PLTK
this stock
Playtika Holding Corp.
|
$881.08M | -41.5% | +8.1% | — | 1.9% |
|
NTES
NetEase, Inc.
|
$74.02B | -16.0% | +24.6% | — | 0.4% |
|
TTWO
Take Two Interactive Software Inc
|
$40.29B | -15.8% | +18.2% | — | 4.6% |
|
RBLX
Roblox Corp
|
$32.50B | -43.8% | +15.9% | — | 3.3% |
|
OTGLY
CD Projekt S.A./ADR
|
$6.31B | -5.7% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PLTK | +3.1% | -8.3% | -18.1% | +1.8% | -41.5% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | +4.3% | -6.6% | -35.9% | +2.1% | -53.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.