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Playtika Holding Corp. Reports Q2 2026 Financial Results

  • Playtika Holding Corp. reported Q2 2026 revenue of $731.1 million, a 1.8% sequential decrease & a 5.0% year-over-year increase.
  • Direct-to-Consumer (DTC) platform revenue reached $286.9 million, down 1.7% sequentially but up 63.1% year over year.
  • Net income for the quarter was $48.0 million, while adjusted net income totaled $53.6 million.
  • Adjusted EBITDA rose to $206.1 million, representing a 64.6% sequential increase & a 23.4% year-over-year growth.
  • Cash, cash equivalents, & short-term investments stood at $438.5 million as of June 30, 2026.
  • Average daily paying users decreased 5.2% sequentially to 367,000, though payer conversion rate improved to 4.6%.
  • Disney Solitaire revenue surged 15.5% sequentially & 288.6% year over year to $142.4 million.
  • Bingo Blitz revenue declined 5.6% sequentially & 9.5% year over year to $145.1 million.
  • June's Journey revenue was $74.7 million, down 1.7% sequentially but up 8.1% year over year.
  • The company reaffirmed full-year 2026 guidance of $2.75-$2.85 billion in revenue & $750-$790 million in adjusted EBITDA, expecting results toward the lower end of both ranges.
  • Management noted a material step-down in marketing investment & positive adjusted EBITDA contribution from SuperPlay.
  • Consolidated balance sheets show total assets of $3.2927 billion & total liabilities of $3.6926 billion as of June 30, 2026.
  • Six-month free cash flow for 2026 was $15.0 million, compared to $119.6 million in the prior year period.