Playtika's quarterly revenue slipped 0.1% to $673.8 million as operating income rose 18.1%

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, which describes itself as a developer of mobile games, reported revenue of $673.8 million for the quarter ended Sep 30, 2026, down 0.1% from $674.6 million a year earlier. Revenue is what the company took in from selling; operating income, what is left after the costs of running the business, rose 18.1% to $116.2 million from $98.4 million. Net income, what is left after interest, tax and everything else, was $40.4 million, against $39.1 million a year earlier. The figures come from the company's quarterly report, a Form 10-Q, filed Nov 5, 2026.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11

Playtika says it mainly makes its money from selling virtual items in its games. Over the nine months ended Sep 30, 2026, revenue rose by $73.0 million, which the company ties mainly to incremental revenue from certain SuperPlay titles that more than offset reduced monetization in other games. In the quarter alone, the total barely moved.12^,13^,3

What changed is where players pay. Revenue through Playtika's own direct-to-consumer platforms was $275.1 million against $209.3 million a year earlier, while revenue through third-party platforms, which the company says include Apple and Google, was $398.7 million against $465.3 million. The company says payment processing fees and related expenses on its own platforms are typically 3-4%, against a 30% fee when a player pays through a platform such as Apple or Google. Playtika says its cost of revenue, which includes payment processing fees, fell mainly because a higher proportion of revenue came through its own platforms, which incur lower platform fees.14^,15^,16^,17^,18^,19

By the location of its players, the United States remained the largest market at $401.2 million, down 4.1% and 59.5% of the filing's total revenue. EMEA revenue rose 7.0% to $173.7 million, and Asia Pacific revenue rose 9.7% to $60 million.20^,21^,22^,23^,24^,25^,26

Operating income rose although revenue did not, because costs and expenses were lower: $557.6 million against $576.2 million a year earlier. Sales and marketing expenses fell $38.5 million, which the company says was largely due to lower depreciation and amortization on fully amortized assets, less media buying in some games and a reclassification of certain royalty fees to cost of revenue. General and administrative expenses rose $32.7 million, largely, the company says, because of the revaluation of contingent consideration. About 17 cents of each dollar of revenue was left as operating income and 6 cents as net income, against about 15 cents and 6 cents a year earlier.5^,27^,28^,29^,30^,31^,32^,33

Between operating income of $116.2 million and net income of $40.4 million sit the items below operating income, among them income tax. The provision for income taxes was $52.0 million against $19.0 million a year earlier, an effective tax rate of 56.3% against 32.7%. For the nine months ended Sep 30, 2026, the filing says the gap between its effective tax rate and the 21% U.S. federal rate was primarily due to changes in the estimated value of contingent consideration, tax positions that do not meet the more likely than not standard, and the inclusion of Global Intangible Low-Taxed Income.5^,8^,34^,35^,36

In its earnings release of the same day, Playtika said it was reaffirming its full-year revenue range of $2.75 to $2.85 billion and its Adjusted EBITDA range of $750 to $790 million, and expected to land around the midpoint of both ranges. Adjusted EBITDA is a non-GAAP measure, the company's own and not an accounting-rules figure.37^,38

Our records hold revenue, operating income, net income and diluted earnings per share for the quarter, and they cannot tell whether the year-earlier figures were restated. We hold the text of the filing's management discussion and notes, not its other exhibits.39^,40^,41