Playtika's second-quarter 2025 revenue rose 11.0% to $696 million as net income fell 61.7%

Written by Claude Sonnet 5.5, an AI model, from public records. Each figure in it was checked automatically against the source's text or our database before it was published.

Playtika, a mobile games developer, reported revenue of $696 million for the quarter ended Jun 30, 2025, up 11.0% from $627 million a year earlier. Operating income fell 22.0% to $109.7 million from $140.7 million, and net income fell to $33.2 million from $86.6 million, or $0.09 a diluted share against $0.23. The figures are in a Form 10-Q, the quarterly report a US-listed company files with the Securities and Exchange Commission, which Playtika filed on Aug 7, 2025.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11^,12^,13

Playtika said revenue rose $69.0 million mainly on incremental revenue from the SuperPlay acquisition in November 2024, which more than offset lower monetization, mostly in slot-themed games. Revenue of $696 million was below the $706 million of the quarter ended Mar 31, 2025. The release put Slotomania's revenue at $86.5 million, lower than in the previous quarter and a year earlier, and Bingo Blitz's at $160.2 million, up 2.9% year over year. Chief Executive Robert Antokol called the quarter resilient and said Disney Solitaire, which he called its latest launch, had reached a $100 million annual run-rate revenue threshold.14^,1^,15^,16^,17^,18^,19^,20

Chief Financial Officer Craig Abrahams said the company was raising its long-term target for DTC, its own direct-to-consumer platforms as opposed to third-party ones, to 40% from 30%. DTC revenue was $175.9 million, against $173.7 million a year earlier, and Playtika said fees on DTC purchases were typically 3-4%, against a 30% platform fee on third-party platforms.21^,22^,23^,24

In the quarter, sales and marketing expenses rose $88.3 million, largely on a bigger media buy and depreciation and amortization from the SuperPlay acquisition. General and administrative expenses fell $30.2 million, which Playtika tied to lower retention-plan expense and an adjustment to the SuperPlay earnout, the contingent payment owed for that acquisition. Net income fell $53.4 million; net interest and other expense was $64.6 million against $20.4 million, including a $33.8 million charge from foreign currency translation differences against a $4.8 million gain a year earlier.25^,26^,27^,28^,29

Playtika's own measure, adjusted EBITDA, was $167.0 million for the quarter, against $191.0 million a year earlier. Its credit agreement defined it as net income before interest, taxes, depreciation and amortization, impairment charges, stock-based compensation, contingent consideration, acquisition expenses and certain other items, so it is not a figure under US accounting rules (GAAP). The release revised revenue guidance to between $2.70 and $2.75 billion and kept adjusted EBITDA between $715 and $740 million. At Jun 30, 2025, the notes carried $353.5 million as contingent payments for the SuperPlay and InnPlay acquisitions, $310.0 million of it for SuperPlay and $43.5 million for InnPlay, after fair value adjustments of $26.1 million since Jan 1, 2025 lowered it from $379.6 million.30^,31^,32^,33^,34^,35^,36^,37

Our records keep one value for each period, the latest filed, so they cannot tell whether the year-earlier figures in this report were restated. Of this filing, our records hold the text of its management discussion and analysis and the notes to its financial statements, and not its other exhibits.38^,39