The earnings call highlighted significant achievements like the Disney Solitaire launch and Bingo Blitz's strong performance. However, these were balanced by challenges, notably the decline in Slotomania's revenue and a decrease in adjusted EBITDA. Despite the positive developments, the revised revenue guidance and other financial pressures indicate a mix of positive and negative trends.

Company Guidance

In the Playtika Q2 2025 Earnings Conference Call, the company reported a revenue of $696 million and an adjusted EBITDA of $167 million for the second quarter. Despite a sequential revenue decline of 1.4%, there was an 11% year-over-year increase. The company highlighted the success of their newly launched game, Disney Solitaire, which reached a $100 million annual run rate revenue. Playtika updated its long-term Direct-to-Consumer (D2C) revenue target to 40%, up from 30%, to sustain EBITDA and free cash flow amidst changing market dynamics. The call also addressed the ongoing challenges with Slotomania, which saw a 22.7% sequential and a 35.4% year-over-year revenue decline, as the company works on stabilizing its game economy. Additionally, Bingo Blitz showed strong performance with $160.2 million in revenue, while June's Journey reported $69.1 million in revenue. Playtika revised its annual revenue guidance to $2.7 billion to $2.75 billion but maintained its adjusted EBITDA guidance of $715 million to $740 million.

Disney Solitaire Success

Disney Solitaire achieved a $100 million annual run rate revenue threshold, showcasing strong collaboration with Disney & Pixar Games.

Bingo Blitz Performance

Bingo Blitz recorded $160.2 million in revenue, a 2.9% year-over-year increase, and achieved record revenues from D2C platforms.

Increased D2C Revenue Target

Playtika increased its long-term D2C revenue target from 30% to 40% to sustain EBITDA and free cash flow.

Year-over-Year Revenue Growth

Overall revenue saw an 11% year-over-year increase, driven by the successful execution of the M&A strategy.

Playtika Holding (PLTK) Earnings, Revenues Date & History

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PLTK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.15 / -	0.11	―	―	―
Aug 07, 2025	2025 (Q2)	0.13 / 0.09	0.23	-60.87% (-0.14)
May 08, 2025	2025 (Q1)	0.11 / 0.08	0.14	-42.86% (-0.06)
Feb 27, 2025	2024 (Q4)	0.18 / -0.04	0.1	-140.00% (-0.14)
Nov 07, 2024	2024 (Q3)	0.18 / 0.11	0.1	10.00% (<+0.01)
Aug 07, 2024	2024 (Q2)	0.17 / 0.23	0.21	9.52% (+0.02)
May 09, 2024	2024 (Q1)	0.16 / 0.14	0.23	-39.13% (-0.09)
Feb 26, 2024	2023 (Q4)	0.17 / 0.10	0.24	-58.33% (-0.14)
Nov 08, 2023	2023 (Q3)	0.19 / 0.10	0.17	-41.18% (-0.07)
Aug 08, 2023	2023 (Q2)	0.20 / 0.21	0.09	133.33% (+0.12)

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
Aug 07, 2025	$4.35	$3.95	-9.20%
May 08, 2025	$5.31	$4.91	-7.53%
Feb 27, 2025	$6.55	$5.45	-16.79%
Nov 07, 2024	$7.74	$7.88	+1.81%

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.