Playtika reported a strong Q3 2025, driven by record direct-to-consumer revenue and exceptional performance from Disney Solitaire, although it faced challenges from a declining Slotomania.

• Total revenue reached $674.6 million, marking an 8.7% year-over-year increase despite a 3.1% sequential decline.
• Direct-to-consumer revenue surpassed $209 million, up 19% sequentially and contributing 31% of total revenue.
• Disney Solitaire is on track for a $200 million annualized run rate, the fastest scaling title in Playtika's history.
• Slotomania revenue dropped 20.8% sequentially and 46.7% year-over-year as the company rebalanced the game economy.
• Adjusted EBITDA rose 30.2% sequentially to $217.5 million, reflecting improved operating margins and disciplined marketing expenditure.