NASDAQ$PLTK

Playtika Holding Corp. · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Playtika Holding Corp. reported Q2 2025 revenues of $696 million, up 11% year-over-year, with net income of $33.2 million.

Playtika delivered revenue growth driven by the SuperPlay acquisition, offset by lower monetization in slot-themed games. Operating income declined to $109.7 million due to higher sales and marketing spend. The company maintained strong cash position of $500.9 million while managing increased debt and contingent consideration liabilities.

  • Q2 revenues reached $696 million, a 11% increase from $627 million in Q2 2024, primarily from SuperPlay contribution.
  • Net income fell 62% to $33.2 million as sales and marketing expenses rose sharply to $257.7 million.
  • US revenues accounted for 63% of total at $438.1 million, with EMEA growing to $164.6 million.
  • Cash and cash equivalents stood at $500.9 million with total assets of $3.64 billion at quarter end.

Headline financials

Total Revenue

$696M

Previous: $627M+11.0%
EPS (adj)

$0.09

Previous: $0.23-60.9%
Capital Expenditures

-$15.2M

Previous: -$23.3M+34.8%
Net Income

$33.2M

Previous: $86.6M-61.7%
Operating Income

$110M

Previous: $141M-22.0%
Cash & Equivalents

$501M

Previous: $710M-29.5%
Total Assets

$3.64B

Previous: $3.18B+14.5%

Revenue & EPS history

Playtika · Revenue · Quarterly

$696M

Q2 2025+11%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Playtika · $696M total across 2 segments · Q2 2025

  • Third-party platforms
    $520M
  • Direct-to-consumer platforms
    $176M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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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