Cost Efficiency IssuesRevenue met expectations, but AEBITDA fell short in Q4, reflecting weaker-than-expected cost efficiencies.
Profitability ConcernsFY 2025 guidance was below consensus, particularly on profitability, raising concerns about near-term margin expansion and cash generation.
Revenue PressurePlaystudios is trimming headcount and resources devoted to existing, revenue-generating titles, which is expected to create greater pressure on revenue next year.