NASDAQ$MYPS

Playstudios Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Playstudios Inc reported its financial results for the second quarter ended June 30, 2025.

The company reported net revenue of $59.3 million, down from $72.6 million in the prior year quarter, with a net loss of $2.9 million. Operating expenses decreased to $62.8 million, resulting in an operating loss of $3.5 million. Key performance metrics showed declines in average daily active users and paying users, partially offset by stable payer conversion rates.

  • Net revenue declined 18.3% year-over-year to $59.3 million, driven by lower virtual currency and advertising sales.
  • Net loss widened to $2.9 million from $2.6 million in Q2 2024 amid reduced player engagement metrics.
  • playGAMES segment contributed $59.1 million in revenue while playAWARDS added $0.2 million.
  • Average DAU fell 27.1% to 2.35 million and ARPDAU rose to $0.28, reflecting improved monetization per user.

Headline financials

Total Revenue

$59.3M

Previous: $72.6M-18.3%
EPS (adj)

-$0.02

Previous: -$0.02+0.0%
Average DAU

2.3M

Previous: 3.2M-27.1%
Average MAU

10.0M

Previous: 13.6M-26.1%
ARPDAU

$0.28

Previous: $0.25+12.0%
Average DPU

19.0K

Previous: 24.0K-20.8%
Daily Payer Conversion

0.8%

Previous: 0.8%+0.0%
Capital Expenditures

-$530K

Previous: -$3.18M+83.3%
Net Income

-$2.95M

Previous: -$2.61M-12.9%
Operating Income

-$3.49M

Previous: -$3.96M+12.0%
Cash & Equivalents

$113M

No prior period
Total Assets

$316M

No prior period

Revenue & EPS history

Playstudios · Revenue · Quarterly

$59.3M

Q2 2025-18.3%vs Q2 2024
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Playstudios · $59.3M total across 2 segments · Q2 2025

  • playGAMES
    $59.1M
  • playAWARDS
    $229K

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-3.5%

Avg return

Earnings day

-6.2%

Avg return

5 days after

-2.4%

Avg return

30 days after

48%

11 / 23 earnings

Positive

+13.1%

Q3 2021

Best reaction

-20.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+10.4%+6.9%+18.7%
Q4 2025+1.3%-3.2%-6.0%
Q3 2025-8.8%-12.4%-29.5%
Q1 2025-5.8%+10.7%+5.0%
Q4 2024-12.0%-17.3%-16.7%
Q3 2024+6.6%+13.1%+50.4%
Q2 2024-18.6%-26.7%-30.0%
Q1 2024+3.0%-2.6%-1.3%
Q4 2023+8.9%-1.9%+28.5%
Q3 2023-5.4%-5.4%-7.6%
Q2 2023-16.5%-16.0%-23.2%
Q1 2023+1.1%+2.3%+2.0%
Q4 2022+10.0%+5.5%+3.6%
Q3 2022-20.2%-12.5%-11.8%
Q2 2022+6.2%+11.5%-7.8%
Q1 2022-17.0%-28.2%+5.7%
Q4 2019-7.0%-3.7%+21.6%
Q4 2021-2.4%-21.7%-12.2%
Q3 2021+13.1%+3.0%-8.9%
Q2 2020-13.0%-25.2%-16.2%
Q2 2021-14.2%-20.4%-18.7%
Q1 2021+0.4%+0.0%-1.3%
Q4 2020+0.4%+0.8%+1.1%
Q3 2020

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