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Average MAUs
Indicates the average number of monthly active users, revealing trends in user growth, retention, and the platform’s ability to attract and keep users over time.MAUs exhibit clear seasonality and a gradual drift down from pandemic highs, with a notable trough in late‑2025 followed by a rebound in Q1‑2026—likely tied to front‑loaded marketing and SuperPlay momentum. Management’s stronger ARPDAU and rapid D2C scaling have insulated revenue despite MAU volatility, but falling DAUs and social‑casino declines signal user‑quality risk; durable growth requires sustained retention and successful new‑game ramps rather than temporary marketing spikes, especially while cash is being conserved to fund the SuperPlay earn‑out.
Date | Average MAUs |
|---|---|
Jun 30, 2026 | 24.80M |
Mar 31, 2026 | 30.10M |
Dec 31, 2025 | 25.10M |
Sep 30, 2025 | 26.40M |
Jun 30, 2025 | 30.00M |
Mar 31, 2025 | 31.80M |
Dec 31, 2024 | 29.10M |
Sep 30, 2024 | 26.40M |
Jun 30, 2024 | 27.70M |
Mar 31, 2024 | 32.80M |