Playtika Q2 rev. $696mln, up 11% YoY; DTC rev. $175.9mln, down 1.8% QoQ.

Thursday, Aug 7, 2025 6:42 am ET1min read

• Playtika's Q2 revenue: $696.0 million, down 1.4% seq. • DTC revenue: $175.9 million, down 1.8% seq. • Revenue up 11.0% YoY. • GAAP net income: $33.2 million, up 8.5% seq., down 61.7% YoY. • Adjusted net income: $6.5 million, down 82.0% seq., 91.4% YoY. • Adjusted EBITDA: $167.0 million, down 0.2% seq., 12.6% YoY. • Cash, cash equivalents, and short-term investments: $592.1 million.

Playtika Holding Corp. (NASDAQ: PLTK) has released its second quarter (Q2) 2025 financial results, reporting a revenue of $696.0 million, a decrease of 1.4% sequentially but an increase of 11.0% year over year [1]. The Direct-to-Consumer (DTC) revenue stood at $175.9 million, down 1.8% sequentially but up 1.3% year over year.

GAAP net income for the quarter was $33.2 million, an increase of 8.5% sequentially but a decrease of 61.7% year over year. Adjusted net income was $6.5 million, down 82.0% sequentially and 91.4% year over year. Adjusted EBITDA was $167.0 million, a decrease of 0.2% sequentially and 12.6% year over year. The company ended the quarter with $592.1 million in cash, cash equivalents, and short-term investments [1].

The company attributed the sequential decrease in revenue to a 1.3% decline in Bingo Blitz revenue and a 22.7% drop in Slotomania revenue. However, the Disney Solitaire game, a recent launch, has already achieved an annual run-rate revenue of $100 million, highlighting the potential of new titles to drive growth [1].

Playtika's DTC business remains a key priority, with the company increasing its long-term target for DTC to 40% from 30%. This strategic shift aims to balance margins as the company navigates the competitive landscape of mobile gaming [1].

The company also announced plans to launch a new slot game, Jackpot Tour, globally in the fourth quarter of 2025. Additionally, Playtika's Board of Directors declared a cash dividend of $0.10 per share, payable on October 10, 2025 [1].

Looking ahead, Playtika revised its revenue guidance for the full year to between $2.70 and $2.75 billion, with Adjusted EBITDA projected between $715 and $740 million [1].

References:
[1] Playtika Holding Corp. (2025). Playtika Holding Corp. Reports Q2 2025 Financial Results. Retrieved from https://www.globenewswire.com/news-release/2025/08/07/3129022/0/en/Playtika-Holding-Corp-Reports-Q2-2025-Financial-Results.html

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