Q4 2025 Playtika Holding Corp Earnings Call Transcript
Key Points
- Playtika Holding Corp (PLTK) reported strong Q4 2025 results with $678.8 million in revenue and $201.4 million in adjusted EBITDA, driven by D2C growth.
- Direct-to-consumer (D2C) revenue reached $1 billion annually, marking a significant shift in player engagement and transaction processing.
- Casual games accounted for 74% of total revenue in Q4, supporting a steadier business path.
- Superplay delivered record revenues, with Disney Solitaire up 21.4% quarter over quarter, highlighting its strong growth trajectory.
- The company generated record free cash flow of $481.6 million, an increase of 21.4% year over year, demonstrating effective capital management.
- Playtika Holding Corp (PLTK) reported a net loss of $206.4 million for the year, primarily due to non-cash impacts related to the Superplay earnout.
- Operating expenses increased significantly by 100.3% year over year, driven by the GAAP impact of contingent consideration related to the Superplay earnout.
- The company suspended its quarterly dividend to preserve flexibility and direct capital to higher return uses, which may concern income-focused investors.
- Social casino revenue is declining, and the company is focused on protecting the economics of these franchises, indicating challenges in this segment.
- Average daily active users (DAU) decreased by 3.7% sequentially and 1.3% year over year, reflecting potential challenges in user retention.
Good day and thank you for standing by.
Welcome to the Playtika Q4 2025 earnings conference call. At this time, our participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again.
Please be advised that today's conference is being recorded.
I would now like to hand the conference over to your first speaker today, Tay Lee, SVP corporate finance and Investor relations. Please go ahead.
Welcome, everyone, and thank you for joining us today for the fourth quarter of 2025 earnings call for Plitica Holding Corp.
Joining me on the call today are Robert Anzacol, co-founder and CEO of Platika, and Craig Abrams, Plitica's President and Chief Financial Officer.
I'd like to remind you that
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