Playtika's third-quarter 2025 revenue rose 8.7% to $674.6 million as net income fell 0.5%

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 $674.6 million for the quarter ended Sep 30, 2025, up 8.7% from $620.8 million a year earlier. Operating income was $98.4 million against $97.5 million, and net income was $39.1 million against $39.3 million, or $0.11 a diluted share in both quarters. 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 Nov 6, 2025.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11^,12

Playtika said revenue rose $53.8 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 $674.6 million was below the $696 million of the quarter ended Jun 30, 2025. The release put Slotomania's revenue at $68.5 million, lower than in the previous quarter and a year earlier, and Bingo Blitz's at $162.6 million, up 1.7% year over year.13^,1^,14^,15^,16^,17

Revenue through Playtika's own direct-to-consumer (DTC) platforms was $209.3 million, up 20.0% year over year, which the release called a record. Playtika said fees on those platforms were typically 3 to 4%, against a 30% platform fee on third-party platforms. Chief Executive Robert Antokol cited contributions to that DTC revenue from Bingo Blitz, June's Journey, Solitaire Grand Harvest and the SuperPlay portfolio. Chief Financial Officer Craig Abrahams said a growing DTC mix was protecting margins.18^,19^,20^,21

Sales and marketing expenses rose $56.4 million from a year earlier, largely on a bigger media buy and depreciation and amortization from the SuperPlay acquisition. General and administrative expenses rose $14.4 million, which Playtika tied mainly to a $30 million adjustment to the expense for the SuperPlay earnout, the contingent payment owed for that acquisition, partly offset by lower retention-plan and consulting expenses. Net income fell $0.2 million in the quarter and $76.0 million in the first nine months of 2025.22^,23^,24^,25

Playtika's own measure, adjusted EBITDA, was $217.5 million for the quarter, against $197.2 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 reaffirmed revenue guidance of between $2.70 and $2.75 billion and adjusted EBITDA between $715 and $740 million.26^,27^,28

A slide in Playtika's presentation said SuperPlay's earnout could be paid in 3 annual instalments, in cash, in Q2 of 2026, 2027 and 2028. Each depended on revenue and adjusted EBITDA performance and was sized by incremental revenue above a prior period's baseline times a multiplier of 0.75x to 2.50x; the slide said revenue growth for the first earnout year was trending to 60%.29^,30^,31^,32

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 only, so the notes to its financial statements are not covered here.33^,34