NASDAQ$PLTK

Playtika Holding Corp. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported a slight decrease in year-over-year revenue and a sequential increase in revenue, highlighting growth in DTC platforms and strategic investments.

Playtika Holding Corp. reported Q1 2023 financial results with a total revenue of $656.2 million, a slight year-over-year decrease of (3.1)%, but increased 4.0% sequentially. Net income was $84.1 million, and Credit Adjusted EBITDA reached $222.7 million. The company saw growth in average payer conversion and highlighted the performance of specific games like Bingo Blitz and Solitaire Grand Harvest.

  • Total revenue reached $656.2 million, a 4.0% increase sequentially but decreased (3.1)% year-over-year.
  • DTC platforms revenue was $151.5 million, showing a slight decrease of (0.6)% year-over-year.
  • Net income amounted to $84.1 million, reflecting a 1.1% increase year-over-year.
  • Credit Adjusted EBITDA totaled $222.7 million, marking a 12.8% increase year-over-year.

Headline financials

Total Revenue

$656M

Previous: $677M-3.1%
EPS (adj)

$0.23

Previous: $0.20+15.0%
Average MAUs

30.2M

No prior period
Capital Expenditures

-$5M

Previous: -$13M+61.5%
Free Cash Flow

$79.1M

Previous: $70.2M+12.7%
Net Income

$84.1M

Previous: $83.2M+1.1%
Operating Income

$152M

Previous: $120M+26.6%
Gross Profit

$471M

Previous: $490M-4.0%
Cash & Equivalents

$767M

Previous: $886M-13.4%
Total Assets

$2.69B

Previous: $2.89B-6.7%

Revenue & EPS history

Playtika · Revenue · Quarterly

$656M

Q1 2023-3.1%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Playtika · $159M total across 1 segment · Q1 2023

  • Bingo Blitz
    $159M

Forward guidance

Playtika reaffirmed its guidance for the fiscal year, expecting revenue between $2.570 billion and $2.620 billion, Credit Adjusted EBITDA between $805 million and $830 million, and capital expenditures between $115 million and $120 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-1.2%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-7.1%

Avg return

30 days after

58%

15 / 26 earnings

Positive

+23.8%

Q4 2021

Best reaction

-23.5%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+4.5%-13.4%
Q4 2025+8.6%-12.1%-13.3%
Q3 2025+11.5%+13.1%+13.1%
Q1 2025-7.4%-6.4%-9.9%
Q4 2024-16.8%-25.0%-24.1%
Q3 2024+1.2%+4.1%+4.3%
Q2 2024+0.4%-2.6%+3.4%
Q1 2024+10.7%+14.5%+11.7%
Q4 2023+4.3%+5.0%-2.9%
Q3 2023-11.9%-10.9%-5.2%
Q2 2023-10.1%-12.1%-15.4%
Q1 2023+0.8%-3.0%-1.6%
Q4 2022+2.3%+5.8%+13.3%
Q3 2022-11.9%+5.6%-13.7%
Q2 2022-9.7%-12.0%-21.8%
Q1 2022-2.3%+6.3%+5.1%
Q4 2021+23.8%+13.7%+9.5%
Q3 2020+3.6%+2.9%-24.5%
Q3 2021-23.5%-21.1%-41.9%
Q2 2021+13.5%+10.5%+22.0%
Q1 2020-7.7%-6.0%-4.3%
Q1 2021-7.7%-6.0%-4.3%
Q4 2019+1.4%-1.8%-16.4%
Q4 2018+1.4%-1.8%-16.4%
Q2 2020+1.4%-1.8%-16.4%
Q4 2020-7.1%-6.3%-21.1%
Q3 2019
Q2 2019
Q1 2019

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