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Dec 31, 2025
Playtika Q4 2025 Earnings Report
Playtika reported fourth quarter 2025 results with revenue growth, record DTC contribution, and a net loss driven by non-cash contingent consideration remeasurement.
Key Takeaways
Revenue increased to 678800000, up 4.4% year-over-year, while net loss was 309300000 primarily due to a non-cash impact from contingent consideration; adjusted EBITDA rose to 201400000.
Revenue grew 4.4% year-over-year to 678800000.
Direct-to-Consumer revenue reached 250100000, up 43.2% year-over-year.
Net loss of 309300000 driven by non-cash contingent consideration remeasurement.
Adjusted EBITDA increased 9.5% year-over-year to 201400000 with 29.7% margin.
Revenue by Segment
Forward Guidance
For FY2026, the company expects revenue between 2700000000 and 2800000000 and adjusted EBITDA between 730000000 and 770000000, with capital expenditures of 80000000 and an effective tax rate of 30%.
Positive Outlook
- Revenue guidance range of 2700000000 to 2800000000 for FY2026.
- Adjusted EBITDA expected between 730000000 and 770000000.
- Continued focus on disciplined execution and diversification.
- Strong DTC momentum entering 2026.
- Capital allocation flexibility with buybacks available.
Challenges Ahead
- Suspension of quarterly dividend.
- Exposure to contingent consideration volatility.
- Ongoing geopolitical risks in Israel and Ukraine.
- High reliance on limited number of games.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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