Playtika Holding Corp. reported third-quarter revenue of $673.8 million and record adjusted EBITDA of $252.1 million, a 37.4% margin, and reaffirmed full-year guidance at the midpoint of $2.75 to $2.85 billion revenue and $750 to $790 million adjusted EBITDA.
PLTK · Playtika Holding Corp.
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Playtika Holding Corp. reported nine-month revenue growth of $73.0 million, but net income declined $72.0 million; the regular quarterly dividend was discontinued beginning in 2026.
Playtika Holding Corp. will remain an independent, publicly traded company after concluding its strategic review. Q3 revenue was $673.8 million, net income was $40.4 million, and Adjusted EBITDA was $252.1 million.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
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
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $331.3M | Six months ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 22.4% | Six months ended June 30, 2026 | — |
| Adjusted Net Income non-GAAP | $67.2M | Six months ended June 30, 2026 | — |
| ARPDAU | $1.01 | Three months ended June 30, 2026 | — |
| Average Daily Payer Conversion | 4.6% | Three months ended June 30, 2026 | — |
| Average Daily Paying Users | 367K | Q2 2026 | — |
| Average DAUs | 8M | Three months ended June 30, 2026 | — |
| Average MAUs | 24.8M | Three months ended June 30, 2026 | — |
| Average Payer Conversion | 4.6% | Q2 2026 | — |
| EBITDA non-GAAP | $179.8M | Three months ended June 30, 2026 filing | — |
| Free Cash Flow non-GAAP | $15M | Six months ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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.
|
$1.01B | -33.2% | +8.1% | — | 2.2% |
|
NTES
NetEase, Inc.
|
$78.23B | -11.2% | +24.6% | — | 0.4% |
|
TTWO
Take Two Interactive Software Inc
|
$42.65B | -11.0% | +18.2% | — | 5.0% |
|
RBLX
Roblox Corp
|
$35.72B | -38.4% | +15.9% | — | 2.5% |
|
OTGLY
CD Projekt S.A.
|
$6.98B | +4.3% | — | — | 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 section- Filed
- Nov 5, 2026
- This year
- 19
Playtika Holding Corp. reported nine-month revenue growth of $73.0 million, but net income declined $72.0 million; the regular quarterly dividend was discontinued beginning in 2026.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PLTK | +8.2% | +25.1% | -22.1% | +33.3% | -33.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +5.6% | +26.3% | -22.6% | +33.5% | -43.8% |
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.