Playtika

PLTK

Market cap $1.52B

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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.

Classic cartoon charm meets social gameplay in Bingo Blitz's newest collaboration. HERZLIYA, Israel , Sept.

PLTK trades at just 2.5x free cash flow and pays a well-covered 10%+ dividend, making it a standout value in today's expensive market. Recent net income declines are due to temporary factors like acquisition costs, not structural business issues; core operating metrics remain strong. Management's portfolio optimization and new game launches should drive a rebound in margins and profitability, with significant upside potential from multiple expansion.

Playtika Holding Corp. (NASDAQ:PLTK ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Craig J. Abrahams - President & CFO Robert Antokol - Co-Founder, Chairperson of the Board of Directors & CEO Tae Lee - Corporate Participant SVP, Corporate Finance and Investor Relations - Corporate Participant Conference Call Participants Aaron Lee - Macquarie Research Albert Joong Kim - UBS Investment Bank, Research Division Arthur Chu - BofA Securities, Research Division Colin Alan Sebastian - Robert W.

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