Playtika

PLTK

Market cap $1.36B

Playtika Holding Corp. is deeply undervalued, trading at 6x forward earnings and offering a nearly 11% dividend yield. PLTK's strategic shift to direct-to-consumer sales is driving margin expansion, with D2C revenue now 31% and targeting 40% within two years. Growth is increasingly diversified: SuperPlay, Bingo Blitz, and Disney Solitaire offset Slotomania's decline, supporting resilient cash flow and shareholder returns.

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HERZLIYA, Israel , Dec. 4, 2025 /PRNewswire/ -- Playtika's World Series of Poker® (WSOP®) free-to-play app announced today a can't-miss season of action in collaboration with the National Football League. From November 10, 2025, through February 8, 2026, users will find limited special NFL-themed features in-game to collect, compete, and climb the ranks in true championship style.

HERZLIYA, Israel , Dec. 1, 2025 /PRNewswire/ -- Playtika's World Series of Poker® (WSOP®) free-to-play app  announced today a can't-miss season of action in collaboration with the National Football League. Now through February 8, 2026, users will find limited special NFL-themed features in-game to collect, compete, and climb the ranks in true championship style.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Playtika Holding Corp. ( PLTK ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Tae Lee Robert Antokol - Co-Founder, Chairperson of the Board of Directors & CEO Craig Abrahams - President & CFO Nir Korczak - Chief Marketing Officer & Executive General Manager Conference Call Participants Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division Omar Dessouky - BofA Securities, Research Division Aaron Lee - Macquarie Research Douglas Creutz - TD Cowen, Research Division Eric Sheridan - Goldman Sachs Group, Inc., Research Division Eric Handler - ROTH Capital Partners, LLC, Research Division Matthew Cost - Morgan Stanley, Research Division Albert Kim - UBS Investment Bank, Research Division Presentation Operator Good day, and thank you for standing by.

The headline numbers for Playtika (PLTK) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Playtika Holding (PLTK) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.11 per share a year ago.

Revenue of $674.6 million and Direct-to-Consumer (“DTC”) Revenue of $209.3 million Revenue Decreased (3.1)% Sequentially and Increased 8.7% Year Over Year DTC Platforms Revenue Increased 19.0% Sequentially and 20.0% Year Over Year

Playtika Holding is executing a successful pivot from legacy social casino games to a high-growth casual games platform, creating an undervalued opportunity. Investments in new titles and proprietary technology are driving strong growth in daily paying users and payer conversion, validating PLTK's M&A strategy. Despite short-term margin pressure and high debt, management's disciplined execution and DTC focus position the company for future margin expansion and profitability.