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Playtika Holding (PLTK)
NASDAQ:PLTK
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.09Last Year’s EPS
0.08Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but constructive picture: strong operating progress in strategic areas (record free cash flow, rapid D2C scaling, and significant SuperPlay growth) balanced against material GAAP-level volatility and obligations from the SuperPlay earn-out, a suspended dividend, sequential DAU declines, and near-term margin cadence due to marketing. Management emphasizes portfolio diversification, disciplined capital allocation, and confidence in the casual/D2C transition, but acknowledged uncertainty and non-cash accounting impacts that depress reported GAAP results.Company Guidance
Quarterly Revenue and Adjusted EBITDA
Q4 revenue of $678.8 million and Adjusted EBITDA of $201.4 million; revenue up 0.6% sequentially and 4.4% year-over-year; Q4 Adjusted EBITDA up 9.5% year-over-year (but down 7.4% sequentially).
Record Free Cash Flow
Record full-year free cash flow of $481.6 million, an increase of 21.4% year-over-year, with tight CapEx and working capital management.
Direct-to-Consumer (D2C) Momentum
D2C reached $250.1 million in Q4, grew 19.5% sequentially and 43.2% year-over-year, represented 36.8% of Q4 revenue, and scaled to about $1.0 billion annual D2C run rate.
Casual Mix Expansion
Casual games represented ~74% of total revenue in Q4, reflecting a portfolio shift toward longer-life casual titles and diversification away from single-game concentration.
SuperPlay Acquisition Success
SuperPlay produced record revenue in Q4; full-year SuperPlay revenue of ~$573 million (a 67.5% increase from a $342 million baseline tied to the earn-out); Disney Solitaire up 21.4% quarter-over-quarter and approaching a ~$300 million annualized run rate.
Top Title Stability and Growth
Bingo Blitz generated $158.5 million (flat year-over-year, down 2.5% sequentially); June's Journey produced $70 million (up 2.5% sequentially); continued live-ops and IP collaborations drove engagement.
Improvements in Monetization Metrics
ARPDAU was $0.93 in Q4, up 4.5% sequentially and year-over-year; average DPU rose 5.3% year-over-year to 357,000, indicating progress in monetization effectiveness.
Prudent Capital and Growth Prioritization
Company ended year with $820.2 million cash equivalents and short-term deposits, plans to fund SuperPlay earn-out from cash on hand, maintaining buyback availability and suspending dividend to preserve flexibility for high-return uses and earn-out obligations.
PLTK Earnings History
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
PLTK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $3.15 | $3.40 | +7.94% |
Nov 06, 2025 | $3.66 | $4.08 | +11.48% |
Aug 07, 2025 | $4.12 | $3.74 | -9.20% |
May 08, 2025 | $5.03 | $4.65 | -7.53% |
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 Playtika Holding (PLTK) report earnings?
Playtika Holding (PLTK) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Playtika Holding (PLTK) earnings time?
Playtika Holding (PLTK) earnings time is at May 12, 2026, Before Open (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 PLTK EPS forecast?
PLTK EPS forecast for the fiscal quarter 2026 (Q1) is 0.09.
