Companies · PLTK
Playtika
AI-generated · informational only · not investment advice · verify before relying.
Latest analysis
Updated Aug 6, 2026
Playtika Q2 2026: Disney Solitaire surge masks DTC user decline amid marketing pullback
Playtika delivered flat sequential revenue ($731.1M, -1.8%) with 5% YoY growth, but the mix shifted sharply: Disney Solitaire revenue jumped 288.6% YoY to $142.4M while Bingo Blitz declined 9.5% YoY to $145.1M. Adjusted EBITDA margin expanded to 28.2% from 24.0% YoY as the company reduced marketing spend by plan and SuperPlay achieved positive contribution. However, Average Daily Paying Users declined 5.2% sequentially and 2.9% YoY to 367K, signaling user-base pressure despite title-level growth. Management reaffirmed 2026 guidance ($2.75–$2.85B revenue, $750–$790M Adj. EBITDA) but signaled execution toward the lower end due to "more cautious view of consumer spending."
Tone: cautiousRevenue
$2.8B
PLTK 10-K · FY 2025
Employees
3,175
Revenue (prior FY)
$2.5B
EBITDA margin
28.2%
Profile
PLTK 10-K Item 1 · Feb 26, 2026Playtika is a leading mobile games operator that develops, acquires, and operates a portfolio of free-to-play games, monetizing through in-game virtual item sales. The company applies proprietary live operations technology and data analytics across its studios to drive player engagement, conversion, and long-term retention. Its portfolio spans social casino and casual game genres, with growth driven primarily through acquisitions and live operations leverage.
Read filing description ↓ Collapse description ↑
We are one of the world's leading operators of mobile games creating fun, innovative experiences that entertain and engage our users. We have built best-in-class live game operations services and a proprietary technology platform to support our portfolio of games which enable us to drive strong user engagement and monetization. Our games are free-to-play, and we are experts in providing novel, curated in-game content and offers to our users, at optimal points in their game journeys. Our players love our games because they are fun, creative, engaging, and kept fresh through a release of new features that are customized for different player segments. As a result, we have retained paying users over long periods of time. We have primarily grown our game portfolio through acquisitions. In certain acquisitions, we seek to enhance the scale and profitability of those games by leveraging our live operations services. By leveraging these operations, our game studios can dedicate a greater portion of their time to creating innovative content, features, and experiences for players. In other acquisitions, studios operate largely independently of these centralized functions, at least initially. We have a powerful combination of scale and free cash flow. In the year ended December 31, 2025, we generated $2,755.4 million in revenues, net loss of $206.4 million and $753.2 million in Adjusted EBITDA, representing a net loss margin of 7.5%, and an Adjusted EBITDA margin of 27.3%. We were founded in Israel in 2010 and on January 15, 2021, we became a publicly traded company with our common stock traded on the Nasdaq Global Select Market under the ticker symbol 'PLTK.'
Primary products
- Bingo Blitz
- Slotomania
- Caesars Slots
- Dice Dreams
- Disney Solitaire
- Domino Dreams
End markets
Geographies
Named competitors
“We believe these factors, among other things, enable us to compete effectively in the market. Our industry and the markets for our games, however, are highly competitive, rapidly evolving, fragmented and subject to changing technology, shifting needs and frequent introductions of new games, development platforms and services.” Competitive position, as stated in the filing
The rest of PLTK is for subscribers
Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.