Playtika
Operator of free-to-play mobile games powered by live operations and virtual-item purchases.
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Profile
Operates free-to-play mobile games across social casino and casual formats, earning almost all revenue from optional virtual-item purchases. A shared live-operations system supports player personalization and marketing, while Apple and Google remain central to distribution and transaction processing.
Develops and operates a global portfolio of free-to-play mobile games spanning social casino, cards, puzzles and social builders. Key titles include Bingo Blitz, Slotomania, June's Journey, Solitaire Grand Harvest, Dice Dreams, Domino Dreams and Disney Solitaire. Casual games generate most revenue, while the player base is U.S.-weighted and operations span countries including Israel, Ukraine, Romania, Germany, Poland and the United States.
Earns almost all revenue from optional purchases of virtual items, supported by advertising. Shared live operations pair player segmentation and personalization with content releases, tournaments, loyalty programs and marketing; direct-to-consumer webstores complement Apple and Google distribution.
Depends on Apple and Google for much of transaction processing and substantially all gameplay, while the largest titles supply most revenue.
Company facts
Categories
Key statistics
Year to date −41.5% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Morgan Stanley | Target | $8.25 | $4.25 | ||
| Aug 7, 2026 | Goldman Sachs | Target | $8.75 | $3.75 | ||
| May 27, 2026 | Roth Capital | Reiterate | Neutral | $6 | $3.50 | |
| Nov 3, 2025 | Loop Capital Markets | Target | $3.75 | |||
| Mar 26, 2025 | B of A Securities | Upgrade | Underperform | Buy |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.17 | $0.15 | −13.7% | $713.1M | $731.1M | +2.5% | −15.42% |
| May 7, 2026Q1 FY26 | $0.07 | $0.04 | −42.9% | $694.7M | $744.7M | +7.2% | +0.83% |
| Feb 26, 2026Q4 FY25 | $0.14 | $0.24 | +71.4% | $661.4M | $678.8M | +2.6% | −9.12% |
| Nov 6, 2025Q3 FY25 | $0.17 | $0.18 | +5.9% | $660.3M | $674.6M | +2.2% | +2.15% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $706.0M | $696.0M | $674.6M | $678.8M | $744.7M | $731.1M | |
| Gross profit | $508.6M | $500.2M | $496.2M | $491.9M | $552.5M | $538.2M | |
| Operating income | $67.8M | $109.7M | $99.9M | −$281.0M | $66.2M | $134.6M | |
| Net income | $30.6M | $33.2M | $39.1M | −$309.3M | −$57.5M | $48.0M | |
| Diluted EPS | $0.08 | $0.09 | $0.11 | −$0.82 | −$0.15 | $0.13 | |
| Gross margin | 72.0% | 71.9% | 73.6% | 72.5% | 74.2% | 73.6% | |
| Operating margin | 9.6% | 15.8% | 14.8% | -41.4% | 8.9% | 18.4% |
Fiscal years (4-quarter sums)FY21 $2.58B · FY22 $2.62B · FY23 $2.57B · FY24 $2.55B · FY25 $2.76B
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $438.5M · Total debt $2.51B · Total assets $3.29B · Shareholders' equity −$399.9M
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Dec 26, 2025 | Dec 26 | Jan 9 | $0.10 | |
| Sep 26, 2025 | Sep 26 | Oct 10 | $0.10 | |
| Jun 23, 2025 | Jun 23 | Jul 7 | $0.10 | |
| Mar 21, 2025 | Mar 21 | Apr 4 | $0.10 | |
| Dec 20, 2024 | Dec 20 | Jan 3 | $0.10 | |
| Sep 20, 2024 | Sep 20 | Oct 4 | $0.10 | |
| Jun 21, 2024 | Jun 21 | Jul 5 | $0.10 | |
| Mar 21, 2024 | Mar 22 | Apr 5 | $0.10 |
Ownership
Shares outstanding 380.38M · Float 77.77M · 20.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ltd. | 220.91M | 59.40% | 13D/A | Sep 20, 2024 |
| Playtika Holding UK II Ltd · 10 percent owner | 199.36M | 52.41% | Form 4 | May 29, 2025 |
| Robert Antokol · director, officer: See Remarks | 20.62M | 5.42% | Form 4 | Aug 5, 2026 |
| BlackRock, Inc. | 5.98M | 1.57% | 13F | Aug 7, 2026 |
| Two Sigma Investments, LP | 4.32M | 1.13% | 13F | Aug 14, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Take-Two Interactive
Zynga's casual games and social casino contest mobile play and spend.
- Allstate
Product Madness is a scaled rival in free-to-play social casino.
- Microsoft
King's Candy Crush portfolio contests casual mobile time and spending.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Playtika | $2.28 | −2.15% | $882.5M | — | 3.3 | 0.3 | +5.0% |
| Take-Two Interactive | $235.64 | +0.08% | $44.01B | — | 28.9 | 6.6 | +2.0% |
| Allstate | $260.58 | −0.03% | $67.08B | 5.2 | 9.2 | 1.0 | −7.2% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Median | 16.9 | 26.2 | 6.6 | +2.0% |