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Revenue by Segment
Reveals how much revenue each business area generates, highlighting which segments drive growth and profitability, and where there might be opportunities or challenges.Playtika’s mix is shifting from third‑party dependency to a rapidly scaling Direct‑to‑Consumer business—recent quarters show D2C moving from a niche contributor to a material share driven by the SuperPlay acquisition and strong casual title monetization. That transition improves control and long‑term margin opportunity (fewer platform fees) but creates short‑term volatility: higher amortization, marketing cadence front‑loaded into H1 2026, the SuperPlay earn‑out and GAAP remeasurements depress reported results even as free cash flow and adjusted EBITDA trends remain constructive.
Date | Direct to Consumer | Third Party |
|---|---|---|
Jun 30, 2026 | $286.90M | $444.20M |
Mar 31, 2026 | $291.80M | $452.90M |
Dec 31, 2025 | $250.10M | $427.70M |
Sep 30, 2025 | $209.30M | $465.30M |
Jun 30, 2025 | $175.90M | $520.10M |
Mar 31, 2025 | $179.20M | $527.80M |
Dec 31, 2024 | $174.60M | $475.70M |
Sep 30, 2024 | $174.40M | $446.40M |
Jun 30, 2024 | $173.70M | $453.30M |
Mar 31, 2024 | $171.50M | $479.70M |