Playtika Holding Corp. reported its financial results for the first quarter of 2025, revealing a revenue increase to $706.0 million, up from $651.2 million in the same period last year. This 8.4% growth was primarily driven by contributions from the SuperPlay acquisition completed in November 2024, which offset declines in monetization from certain slot-themed games. However, net income fell to $30.6 million, a decrease from $53.0 million in the prior year, reflecting increased costs associated with the acquisition and higher sales and marketing expenses.
Total costs and expenses rose significantly to $638.2 million, compared to $553.1 million in the previous year. The cost of revenue increased by $20.4 million, largely due to higher platform fees linked to the SuperPlay acquisition and increased amortization of intangible assets. Sales and marketing expenses surged by $81.4 million, driven by heightened media buying and marketing efforts. Conversely, research and development expenses decreased slightly by $3.1 million, attributed to reduced employee compensation and related costs, despite additional expenses from SuperPlay.
Operationally, Playtika reported an average of 9.0 million daily active users (DAUs) for the quarter, up from 8.8 million a year earlier. Daily paying users (DPUs) also increased to 390,000, compared to 309,000 in the prior year, indicating improved monetization with an average revenue per daily active user (ARPDAU) of $0.87, up from $0.81. The company’s focus on user engagement and retention appears to be yielding positive results, as evidenced by the growth in both DAUs and DPUs.
As of March 31, 2025, Playtika's cash and cash equivalents totaled $434.8 million, down from $565.8 million at the end of 2024. The company also reported a total debt of $2.4 billion, with a first-priority net senior secured leverage ratio of 1.77 to 1.0, indicating compliance with its financial covenants. Looking ahead, Playtika remains focused on leveraging its acquisitions and enhancing its game offerings to drive user engagement and revenue growth, while also navigating the challenges posed by the ongoing geopolitical situation in Israel, where the company is headquartered.
About Playtika Holding Corp.
About 10-Q Filings
A 10-Q form is an important financial report that public companies in the United States must submit every three months. It gives a clear picture of a company's financial health and recent performance.
Key points about the 10-Q:
- Frequency: Companies file it three times a year, covering the first three quarters. The fourth quarter is covered in a more comprehensive annual report.
-
Content: It includes:
- Financial statements showing the company's current financial position
- Updates from management on the performance and projections of the business
- Information about potential risks the company faces
- Details on how the company is run internally
- Deadline: Must be filed within 40 or 45 days after the quarter ends, depending on the size of the company.
Our Methodology
AssetRoom is committed to providing timely summaries of news from public companies. We use AI to generate these summaries quickly, but they are not reviewed by human experts.
Our method:
- Data Collection: We continuously monitor for new filings (currently limited to US-listed stocks).
- AI-Powered Analysis: Our advanced AI system processes each filing, identifying key information and extracting relevant data.
- Summary Generation: The AI creates a concise, easy-to-understand summary of the filing, highlighting the most important points.
- Publication: The summary is immediately published on our platform, allowing users instant access to the latest information.
- Email users: We distribute round-up emails according to our users preferences, keeping them in the loop with the companies they follow.
Feedback & Corrections
Spot an error or have a suggestion? Contact us.