Playtika Holding Corp. Earnings Recaps
Q3 2025
Nov 7, 2025
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.
Key takeaways
- 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.
Q2 2025
Aug 8, 2025
Playtika's Q2 2025 results showed $696 million in revenue, reflecting an 11% year-over-year increase, yet experienced a 1.4% sequential decline primarily driven by challenges in the Slotomania title.
Key takeaways
- Disney Solitaire achieved a $100 million annual run rate, highlighting the effectiveness of Playtika's acquisition strategy and collaboration with Disney & Pixar Games.
- Bingo Blitz continued strong performance with $160.2 million in revenue, alongside record D2C revenue, underscoring its leadership in the category.
- Playtika has increased its long-term D2C revenue target from 30% to 40%, aiming to mitigate margin pressures during a transitional period in its portfolio.
- Slotomania saw a significant revenue drop of 35.4% year-over-year, prompting the company to prioritize efforts on stabilizing its game economy.
- The company is actively developing new games and expanding its portfolio to drive future growth, with a new slot game anticipated in Q4 2025.