NASDAQ$MYPS

Playstudios Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

PLAYSTUDIOS reported Q3 2025, revenue of $57.6M, net loss of $9.1M.

For Q3 2025, PLAYSTUDIOS reported revenue of $57.6M, a net loss of $9.1M. Management discusses operations, liquidity, and outlook in the quarterly filing.

  • Revenue $57.6M.
  • Net loss $9.1M.
  • PLAYSTUDIOS highlights liquidity, operations, and sector risks in MD&A.

Headline financials

Total Revenue

$57.6M

Previous: $71.2M-19.1%
EPS (adj)

-$0.07

Previous: -$0.02-250.0%
Average DAU

2.2M

Previous: 3.0M-25.3%
Average MAU

9.5M

Previous: 12.7M-24.9%
ARPDAU

$0.28

Previous: $0.26+7.7%
Average DPU

19.0K

Previous: 23.0K-17.4%
Average Daily Payer Conversion

0.8%

Previous: 0.8%+0.0%
Purchases (units)

202.7K

Previous: 451.0K-55.1%
Retail Value of Purchases

$14.7M

Previous: $25M-41.2%
Available Rewards (units)

325.0K

Previous: 547.0K-40.6%
Retail Value of Daily Rewards Inventory

$2.42M

Previous: $2.21M+9.6%
Capital Expenditures

-$837K

Previous: -$3.83M+78.1%
Net Income

-$9.12M

Previous: -$3.1M-194.4%
Operating Income

-$7.87M

Previous: -$4.78M-64.6%

Revenue & EPS history

Playstudios · Revenue · Quarterly

$57.6M

Q3 2025-19.1%vs Q3 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The filing discusses PLAYSTUDIOS's outlook, including capital allocation, operating priorities, and market risks relevant to the reported quarter.

Tailwinds

  • PLAYSTUDIOS cites operational priorities and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2025.
  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.
  • Clinical, regulatory, and R&D spend dominate the near-term outlook.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-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
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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