Q3 2025 Playtika Holding Corp Earnings Call Transcript
Key Points
- Disney Solitaire has scaled faster than any title in Playtika Holding Corp (PLTK)'s history, with an annualized run rate above $200 million.
- Record direct-to-consumer (D2C) revenue was achieved, with a broad-based contribution from multiple titles.
- The company is expanding its collaboration with Disney and Pixar Games, developing a new title in the Superplay pipeline.
- Adjusted EBITDA increased by 30.2% sequentially and 10.3% year-over-year, driven by reduced marketing spend and D2C growth.
- Playtika Holding Corp (PLTK) is on track to achieve 40% D2C revenue on a run-rate basis in the next two years, indicating strong future growth potential.
- Slotomania's revenue declined by 20.8% sequentially and 46.7% year-over-year, posing a significant headwind for the business.
- Overall revenue decreased by 3.1% sequentially, despite an 8.7% year-over-year increase.
- Average daily active users (DAU) decreased by 6.8% sequentially, indicating potential challenges in user retention.
- Operating expenses increased by 21.6% year-over-year, driven by higher marketing investments and acquisition-related costs.
- The company does not expect material contributions from the new slot title, Jackpot Tour, to 2025 results, suggesting limited short-term impact.
Good day, and thank you for standing by. Welcome to the Playtika Q3 2025 earnings call. At this time, all participants are in listen-only mode. (Operator Instructions) I would now like to hand the conference over to your first speaker today, Tae Lee, SVP, Corporate Finance and Investor Relations. Please go ahead.
Welcome, everyone, and thank you for joining us today for the third quarter 2025 earnings call for Playtika Holding. Joining me on the call today are Robert Antokol, co-founder and CEO of Playtika; and Craig Abrahams, Playtikaâs President and Chief Financial Officer. I would like to remind you that todayâs discussion may contain forward-looking statements, including but not limited to the companyâs anticipated future revenue and operating performance, and more specifically, the future performance of our individual titles, such as Slotomania or our recently launched Disney Solitaire.
These statements and other comments are not a guarantee of future performance
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