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Jun 30, 2023

Playstudios Q2 2023 Earnings Report

Announced second quarter results with revenue of $77.8 million and a net loss of $0.8 million.

Key Takeaways

PLAYSTUDIOS reported a solid second quarter in 2023, with revenue and AEBITDA exceeding expectations. Revenue reached $77.8 million, and the company saw significant growth in AEBITDA margins, driven by portfolio momentum, execution focus, and cost discipline.

Revenue was $77.8 million, compared to $68.4 million in the second quarter of 2022.

Net loss was $0.8 million, compared to net income of $5.5 million in the second quarter of 2022.

AEBITDA was $16.3 million, compared to $7.3 million in the second quarter of 2022.

AEBITDA margins grew over 1,000 basis points year over year to 20.9%.

Total Revenue
$77.8M
Previous year: $68.4M
+13.8%
EPS
-$0.01
Previous year: $0.04
-125.0%
Average Daily Active Users
3.65M
Previous year: 1.47M
+148.5%
Average Monthly Active Users
13.88M
Previous year: 6.63M
+109.2%
Average Revenue Per DAU
$0.23
Previous year: $0.51
-54.9%
Gross Profit
$58.9M
Previous year: $47.4M
+24.2%
Cash and Equivalents
$128M
Previous year: $221M
-42.1%
Free Cash Flow
$18.4M
Previous year: $7.27M
+153.3%
Total Assets
$345M
Previous year: $333M
+3.9%

Playstudios

Playstudios

Forward Guidance

The Company is increasing its 2023 AEBITDA guidance to a range of $55 to $60 million from the previous range of $50 to $60 million. 2023 Revenue guidance of $305 to $325 million remains unchanged. At the midpoint of guidance, this implies year/year revenue growth of 9% and year/year AEBITDA growth of 50%.