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Average Daily Active Users
Tracks the daily number of users engaging with the platform, reflecting user retention, engagement levels, and the overall health of the user base.DAU has trended down from its 2020 peak with intermittent, short-lived rebounds; the recent lift to ~8.6M suggests partial stabilization but remains below historical levels. Management is deliberately shifting mix toward D2C and SuperPlay—ARPDAU and DPU gains show monetization is improving and can partially offset fewer users—but social-casino attrition and the SuperPlay earn-out/paid obligations leave revenue exposed to DAU swings. Key near-term signals: H1 marketing cadence and new-title ramps—sustained DAU recovery is needed to validate the improved revenue mix.
Date | Average Daily Active Users |
|---|---|
Jun 30, 2026 | 8.00M |
Mar 31, 2026 | 8.60M |
Dec 31, 2025 | 7.90M |
Sep 30, 2025 | 8.20M |
Jun 30, 2025 | 8.80M |
Mar 31, 2025 | 9.00M |
Dec 31, 2024 | 8.00M |
Sep 30, 2024 | 7.60M |
Jun 30, 2024 | 8.10M |
Mar 31, 2024 | 8.80M |