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EarningsQ2 2026 Earnings Report
PLTK Q2 2026 EPS Results
Actual EPS$0.13
Consensus EPS$0.17
Beat/MissMissed by -$0.04
One Year Ago EPS$0.09
PLTK Q2 2026 Revenue Results
Actual Revenue$731.10M
Expected Revenue$713.12M
Beat/MissBeat by +$17.98M
YoY Revenue Growth+5.04%
Earnings Announcement Details
QuarterQ2 2026
Date08/06/2026
TimeBefore Open
Conference CallThursday, August 6, 2026
PLTK Upcoming Earnings
Playtika Holding's next earnings date is estimated for November 5, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
PLTK Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial story: strong margin recovery (adjusted EBITDA margin up to 28.2%), rapid DTC expansion (+63.1% YoY and 39.3% of revenue), clear evidence of durable titles (Disney Solitaire scaling with reduced UA spend, Slotomania stabilization), and Super Play turning EBITDA positive. Offsetting these positives are measurable near-term headwinds: front-loaded user-acquisition spending will mechanically reduce sequential revenue in H2 (Super Play marketing down sharply), Bingo Blitz experienced notable declines driven by cohort mix changes, user engagement metrics (DAU and ADPU counts) declined, and management is taking a conservative stance on finishing the year toward the lower end of guidance due to observed consumer softness. On balance, the call emphasizes execution, profitability, and durable monetization while acknowledging near-term pacing and macro risks.Company Guidance
Adjusted EBITDA Margin Recovery
Adjusted EBITDA of $206.1M for Q2 with an adjusted EBITDA margin of 28.2%, up from 16.8% in Q1, reflecting margin recovery as marketing spend stepped down.
Total Revenue Growth
Total revenue of $731.1M, up 5.0% year-over-year despite a 1.8% sequential decline, demonstrating year-over-year top-line growth.
Direct-to-Consumer (DTC) Expansion
DTC revenue reached $286.9M, representing 39.3% of revenue and growing 63.1% year-over-year, indicating strong shift to lower-fee distribution and improved economics.
Disney Solitaire Rapid Scaling and Efficiency
Disney Solitaire generated $142.4M in the quarter, up 288.6% year-over-year and 15.5% sequentially, and grew while marketing spend on the title was meaningfully reduced—evidence of high retention and strong lifetime value.
Super Play Turning Profitable
The Super Play studio became a positive adjusted EBITDA contributor beginning in Q2, validating the earnout-driven front-loaded investment approach.
Cost Discipline and Lower Operating Spend
R&D declined to $96.4M, down 15.8% year-over-year due to cost actions; sales & marketing was $252.6M, down 2% year-over-year and down 30% sequentially as planned, contributing to margin improvement.
Monetization Metrics Improved
ARPDAU increased 16.1% year-over-year and 7.4% sequentially; June's Journey showed monetization gains and a successful Agatha Christie IP collaboration; Slotomania stabilized for three consecutive quarters.
Strong Cash Position
Cash, cash equivalents and short-term investments of approximately $438.5M as of June 30, providing balance sheet flexibility.
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