Playtika's second-quarter revenue rises 5% to $731.1 million on SuperPlay titles

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's quarterly report on Form 10-Q, the filing US-listed companies make with the SEC each quarter, shows revenue of $731.1 million for the quarter from Apr 1 to Jun 30, 2026, up 5% from $696.0 million a year earlier. Operating income was $134.6 million, up 23% from $109.7 million, and net income was $48.0 million, up 45% from $33.2 million. Diluted earnings per share were $0.13, against $0.09, and the company filed the report on Aug 6, 2026.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11^,12^,13

Playtika says the revenue gain came primarily from incremental revenue from certain SuperPlay titles, which more than offset reduced monetization in other games. Its earnings release puts Disney Solitaire revenue at $142.4 million, up 288.6% from a year earlier, and Bingo Blitz revenue at $145.1 million, down on the year. Revenue through its own direct-to-consumer (DTC) platforms was $286.9 million, up 63.1% on the year. The 10-Q says fees on DTC purchases are typically 3-4%, while platform providers such as Apple and Google charge a fee of 30%, and it ties the lower cost of revenue to a higher share of revenue through the DTC platforms.14^,15^,16^,17^,18^,19^,20^,21

In the quarter, average daily active users fell to 8.0 million from 8.8 million, while average daily payer conversion rose to 4.6% from 4.3% and average revenue per daily active user (ARPDAU) to $1.01 from $0.87.22^,23^,24^,25

Research and development expenses fell $18.1 million in the quarter, which the company attributes primarily to lower headcount and reduced outsourcing spend. General and administrative expenses rose $36.2 million in the quarter and $114.5 million in the six months, primarily because a one-time benefit from revaluing contingent consideration lowered them in 2025. Over the first half of the year, operating income was $85.0 million against $177.5 million, and the company recorded a net loss of $9.5 million against net income of $63.8 million.26^,27^,28^,29

Adjusted EBITDA, a measure defined in the company's credit agreement that is not a GAAP figure, was $206.1 million in the quarter against $167.0 million, a margin of 28.2% against 24.0%.30^,31^,32^,33

Cash, cash equivalents and short-term investments totaled $438.5 million at Jun 30, 2026, against $820.2 million at Dec 31, 2025, and $550 million of additional borrowing capacity on its revolving credit facility was available at both dates. The first half's operating cash flow includes a cash outflow of $111.0 million for the SuperPlay earnout in excess of its acquisition-day fair value, and the board has discontinued the regular quarterly dividend from 2026. The company reaffirmed full-year 2026 guidance ranges of $2.75 - $2.85 billion in revenue and $750 - $790 million in Adjusted EBITDA, and expects results toward the lower end of both. Its headquarters are in Israel, where it employs approximately 1,195 professionals, and it says the regional conflict has not had a direct material financial impact as of the date of the filing.34^,35^,36^,37^,38^,39^,40^,41

Our records keep one value for each period of an SEC filer, the latest filed, so they cannot tell whether the 10-Q's year-earlier figures were restated.42