Earnings Releases·Nov 5, 2026, 8:01 AM ET

Playtika Holding Corp. — Q3 2026 Earnings Summary

Revenue declined 7.8% sequentially and 0.1% year over year to $673.8 million, while Adjusted EBITDA rose 15.9% year over year to $252.1 million with margins expanding to 37.4%.
The company reaffirmed full-year 2026 guidance of $2.75–$2.85 billion in revenue and $750–$790 million in Adjusted EBITDA, with management targeting the midpoint of both ranges.
Strategic review concluded with the Board confirming Playtika will operate as an independent, publicly traded company rather than pursuing a sale.
Direct-to-Consumer revenue grew 31.4% year over year to $275.1 million, driven by strong performance in Disney Solitaire (+88.4% YoY) and June's Journey (+12.1% YoY), despite declines in Bingo Blitz (-18.2% YoY).
Capital allocation included $37.7 million in dividends over the first nine months of 2026 and $350.0 million in contingent consideration payments, with no share buybacks executed during the period.