The earnings call highlighted efforts to expand and innovate through new product launches like Win Zone and Tetris Block Party, along with growth in direct-to-consumer revenue. However, significant declines in revenue, player metrics, and EBITDA, coupled with challenges in the social casino market, indicate ongoing struggles. The company's strategic focus on new initiatives offers potential for future growth, but current financial pressures and market challenges weigh heavily on the outlook.

Company Guidance

During the PLAYSTUDIOS third quarter 2025 earnings call, the company discussed several key metrics and ongoing challenges. Total revenue for the quarter was $57.6 million, representing a 19.1% decline year-over-year and a 2.7% decrease sequentially. Adjusted EBITDA was reported at $7.2 million, down 50.5% from the previous year, with an operating margin of 12.6%. The company experienced a year-over-year decline in daily active users (DAU) by 25.3% and monthly active users (MAU) by 24.9%. Direct-to-consumer revenue showed promise with a 48% quarter-over-quarter increase, reaching $7.7 million. The company also highlighted that its liquidity position remains strong, with approximately $106.3 million in cash and no debt, although it expects full-year results to fall below previously provided guidance ranges due to continued market challenges and softening player activity.

Win Zone Expansion

Win Zone is live in open beta across 15 states, with plans for a broader rollout in all qualified jurisdictions by year-end. The product shows steady improvements in retention, engagement, and monetization.

Tetris Block Party Potential

Tetris Block Party is in open beta with promising early performance in user acquisition, retention, engagement, and monetization. A broader rollout is planned for Q1 2026.

Direct-to-Consumer Revenue Growth

Direct-to-consumer revenue reached $7.7 million, a 48% quarter-over-quarter increase, representing 16.7% of total in-app purchase revenue, up from 9.1% in Q3 2024.

myKONAMI Performance

myKONAMI continues to show double-digit year-over-year increases in ARPDAU, indicating resilience in the casino games segment.

Cash Position and Flexibility

The company ended the quarter with $106.3 million in cash, no debt, and access to a fully undrawn $81 million credit facility, allowing flexibility for future investments.

PLAYSTUDIOS (MYPS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MYPS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 16, 2026	2025 (Q4)	-0.04 / -	-0.18	―	―	―
Sep 30, 2025	2025 (Q3)	-0.02 / -0.07	-0.02	-250.00% (-0.05)	―	―
Aug 04, 2025	2025 (Q2)	-0.02 / -0.02	-0.02	0.00% (0.00)	―
May 05, 2025	2025 (Q1)	-0.02 / -0.02	0	―	―
Mar 10, 2025	2024 (Q4)	-0.07 / -0.18	-0.15	-20.00% (-0.03)	―
Nov 04, 2024	2024 (Q3)	-0.03 / -0.02	0.03	-166.67% (-0.05)	―
Aug 05, 2024	2024 (Q2)	-0.01 / -0.02	-0.01	-100.00% (-0.01)	―
May 06, 2024	2024 (Q1)	-0.02 / 0.00	-0.02	―	―
Mar 11, 2024	2023 (Q4)	-0.02 / -0.15	-0.02	-650.00% (-0.13)	―
Nov 02, 2023	2023 (Q3)	-0.03 / 0.03	0.02	50.00% (<+0.01)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MYPS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 30, 2025	$0.96	$0.95	-1.04%
Aug 04, 2025	$1.10	$1.08	-1.82%
May 05, 2025	$1.40	$1.31	-6.43%
Mar 10, 2025	$1.50	$1.32	-12.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Playstudios, Inc (MYPS) report earnings?

Playstudios, Inc (MYPS) is schdueled to report earning on Mar 16, 2026, After Close (Confirmed).

What is Playstudios, Inc (MYPS) earnings time?

Playstudios, Inc (MYPS) earnings time is at Mar 16, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MYPS EPS forecast?

MYPS EPS forecast for the fiscal quarter 2025 (Q4) is -0.04.

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