Playtika (PLTK) Q4 2025 Earnings Call Transcript

NodeGuardian · 2026-02-27T23:31:08+00:00

Playtika reported a 4.4% year-over-year revenue increase in Q4 2025, with D2C revenue of $250.1 million, mainly from casual games. Despite a net loss linked to SuperPlay earn-out, the company achieved record cash flow and suspended dividends for investment flexibility.

NodeGuardian

2026-02-27 23:31:08

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Playtika (PLTK) reported strong Q4 2025 results, with total revenue up 4.4% year-over-year and direct-to-consumer (D2C) revenue reaching $250.1 million. The company is actively shifting its portfolio towards casual games, which now account for 74% of total revenue, driven by the exceptional performance of SuperPlay titles like Disney Solitaire. Despite a net loss due to non-cash contingent consideration for the SuperPlay earn-out, Playtika achieved record free cash flow and suspended its dividend to prioritize capital flexibility for high-return investments and the SuperPlay earn-out.

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