Playtika Holding Corp. (PLTK)
NASDAQ:PLTK
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
0.09Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational momentum driven by the rapid scaling of SuperPlay's Disney Solitaire and record DTC growth, supported by raised full-year guidance and stronger adjusted EBITDA outlook. Key strengths include category leadership across multiple franchises, improving ARPDAU, and strategic mix shift to long-life casual titles. Major concerns highlighted are near-term margin pressure from front-loaded marketing, a GAAP net loss driven by noncash contingent consideration, significant post-quarter earn-out cash outflow ($461M), suspended dividend and ongoing liquidity/maturity profile actions, and some YoY engagement softness excluding SuperPlay. On balance, the company is signaling constructive long-term direction while managing short-term financial and cash-profile challenges.Company Guidance
Quarterly Revenue Growth
Total revenue of $744.7 million in Q1 FY2026, up 9.7% sequentially and 5.5% year-over-year.
Adjusted EBITDA and Margin
Adjusted EBITDA of $125.2 million representing a 16.8% margin, with management noting margins reflect intentional front-loaded SuperPlay investment cadence.
DTC Record and Scale
Direct-to-consumer (DTC) revenue of $291.8 million in Q1, up 16.7% sequentially and 62.8% year-over-year; DTC run-rate approaching $1.2 billion annual, improving unit economics and margin profile.
Disney Solitaire Rapid Scale (SuperPlay)
Disney Solitaire generated $123.3 million in Q1, up 72.1% sequentially; described as the fastest-scaling title in Playtika's 15-year history and a major growth engine validating the SuperPlay acquisition.
Raised Full-Year Guidance
Revenue guidance raised from ~$2.7B to a new range of $2.75B–$2.85B; adjusted EBITDA guidance raised from $730M–$770M to $750M–$790M, reflecting outperformance from SuperPlay and core portfolio.
Top Franchise Performance & Category Leadership
Leadership positions across core categories: Bingo Blitz (#1 bingo), June's Journey (#1 hidden object), WSOP (#1 poker), and strong positions in solitaire (Disney Solitaire + Solitaire Grand Harvest) and coin looter (Dice Dreams top-3).
Notable Title Improvements
June's Journey delivered $76.0 million (up 8.7% sequentially and 10.4% year-over-year); Slotomania showed quarter-over-quarter stabilization with a 4% QoQ growth in Q1.
ARPDAU and User Engagement Momentum
ARPDAU increased 1.1% sequentially and 8% year-over-year; average daily paying users were 387,000 (up 8.4% sequentially) and average daily active users were 8.6 million (up 8.9% sequentially); MAU totaled 30.1 million.
Cost Efficiencies in R&D and Cost of Revenue
R&D expense decreased to $98 million (down 5.6% YoY) driven by lower headcount and lower outsourcing; cost of revenue declined 2.6% YoY to $192.2 million due in part to DTC mix reducing platform fees.
PLTK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PLTK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $3.57 | $3.60 | +0.84% |
Feb 26, 2026 | $3.15 | $3.40 | +7.94% |
Nov 06, 2025 | $3.66 | $4.08 | +11.48% |
Aug 07, 2025 | $4.12 | $3.74 | -9.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Playtika Holding Corp. (PLTK) report earnings?
Playtika Holding Corp. (PLTK) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Playtika Holding Corp. (PLTK) earnings time?
Playtika Holding Corp. (PLTK) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PLTK EPS forecast?
PLTK EPS forecast for the fiscal quarter 2026 (Q2) is 0.17.
