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Sep 30
Playstudios Q3 2025 Earnings Report
PLAYSTUDIOS reported its third quarter 2025 financial results, with a decrease in revenue and an increased net loss compared to the previous year.
Key Takeaways
PLAYSTUDIOS experienced a challenging third quarter in 2025, with total revenue declining to $57.6 million from $71.2 million in the prior year. The company reported a net loss of $9.1 million, a significant increase from the $3.1 million net loss in Q3 2024. Despite headwinds in its core social casino business, the direct-to-consumer channel showed strong growth, and new initiatives like Tetris Block Party and The Win Zone are gaining traction.
Revenue for Q3 2025 was $57.6 million, a decrease from $71.2 million in Q3 2024.
Net loss for the quarter was $9.1 million, compared to a net loss of $3.1 million in the same period last year.
Direct-to-consumer revenue increased by 48% to $7.7 million, indicating growth in this strategic channel.
Average DAU and MAU for playGAMES declined by 25.3% and 24.9% respectively, while ARPDAU increased by 7.7% to $0.28.
Playstudios
Playstudios
Playstudios Revenue by Segment
Revenue by Segment
playGAMES Revenue
CapyFin.complayAWARDS Revenue
CapyFin.comDirect-to-consumer Revenue
CapyFin.com Forward Guidance
PLAYSTUDIOS anticipates full-year net revenue and Consolidated Adjusted EBITDA to fall below the previously provided guidance ranges due to recent softness in player activity and monetization.
Positive Outlook
- Growing traction in the direct-to-consumer channel.
- Continued progress with the development of the sweepstakes initiative.
- Promising early momentum in Tetris Block Party.
- Successful launch of The Win Zone (beta) in several markets.
- Successful completion of the second annual myVIP World Tournament of Slots.
Challenges Ahead
- Core social casino business continues to encounter meaningful market headwinds.
- Recent softness in player activity and monetization.
- Full-year net revenue expected to fall below previous guidance.
- Full-year Consolidated Adjusted EBITDA expected to fall below previous guidance.
- No directly comparable GAAP measure provided for Consolidated AEBITDA outlook due to estimation difficulties.