Playtika Holding Corp. · NASDAQ:PLTK
Playtika — Q3 2026 Earnings Presentation
13 slides from Playtika's earnings presentation, Nov 5, 2026
Slide 1: Third Quarter 2026 Results
PLAYTIKA HOLDING CORP. Third Quarter 2026 Results Nov 5, 2026
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER 2 Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Section 21E of the Exchange Act. All statements other than statements of historical facts contained in this prese
Slide 3: Q3 Financial Highlights
Q3 FINANCIAL HIGHLIGHTS Revenue of $673.8 million, Net Income of $40.4 million, Adjusted Net Income of $120.7 million, and Adjusted EBITDA of $252.1 million. Revenue decreased by (7.8)% sequentially and (0.1)% year over year. Adjusted EBITDA increased 22.3% sequentially and 15.9% year over year. Dir
Slide 4: Q3 Business Highlights
Q3 BUSINESS HIGHLIGHTS Average Daily Paying Users of 333K decreased (9.3)% sequentially and (5.9)% year over year. Average Payer Conversion of 4.7%, up from 4.3% in Q3 2025 and 4.6% in Q2 2026. Bingo Blitz revenue of $133.0 million decreased (8.3)% sequentially and (18.2)% year over year. Disney Sol
Slide 5: Quarterly Revenue by Platform
31.4% QUARTERLY REVENUE BY PLATFORM 5 Direct-to-Consumer Platforms Revenue Third-Party Platforms RevenueTotal Revenue (0.1)% (14.3)% Note: USD in millions. See appendix for definitions of Direct-to-Consumer Platforms.
Slide 6: Selected Quarterly Financials
SELECTED QUARTERLY FINANCIALS 6 Note: USD in millions. See appendix for definitions of Adjusted EBITDA. Adjusted EBITDA is a non-gaap measure, see reconciliation on slides 11 and 12. Net Income Adjusted EBITDA and Margin 15.9%3.3%
Slide 7: Quarterly KPI Trends
QUARTERLY KPI TRENDS 7 Average Daily Paying Users (in millions) Average Daily Active Users (in millions) Average Revenue per Daily Active User Average Payer Conversion (5.9)% (13.4)% +40bps Note: See appendix for definitions of Average Daily Paying Users, Average Daily Active Users, Average Revenue
Slide 8: Revenue Contribution
REVENUE CONTRIBUTION 8Note: See appendix for definitions of Casual Themed Games, Social Casino Themed Games, and Direct-to-Consumer Platforms. Revenue Mix (Casual and Social Casino) Revenue Mix (DTC and 3rd Party Platforms)
Slide 9: Capital Structure Overview
CAPITAL STRUCTURE OVERVIEW 9 Available Liquidity (as of 09/30/26) Debt Maturity Profile (as of 09/30/26) Approximately $1.1 billion in available liquidity. Liquidity is expected to continue to improve with Free Cash Flow generation Net LTM leverage of approximately 2.3x. Capital Structure and Capita
Slide 10: Appendix: Non-GAAP Measure Definitions
APPENDIX Adjusted EBITDA and Adjusted Net Income are non-GAAP financial measures and should not be construed as an alternative to net income as an indicator of operating performance, nor as an alternative to cash flow provided by operating activities as a measure of liquidity, or any other performan
Slide 11: Appendix: Reconciliation of GAAP to Non-GAAP Measure
APPENDIX Reconciliation of GAAP to Non-GAAP Measure 11Note: USD in millions. (1) Reflects stock-based compensation expense related to the issuance of equity awards to our employees and Directors. (2) The amount for the three months ended September 30, 2026, consists primarily of $10.1 million of tax
Slide 12: Appendix: Reconciliation of GAAP to Non-GAAP Measure
APPENDIX Reconciliation of GAAP to Non-GAAP Measure 12Note: USD in millions. September 30, 2025 December 31, 2025 March 31, 2026 June 30, 2026 September 30, 2026 Net Income Reconciliation Net Income (Loss) 39.1$ (309.3)$ (57.5)$ 48.0$ 40.4$ Impairment charges 1.5 4.5 - 0.5 4.1 Contingent considerati
Slide 13: Appendix: KPI Definitions
APPENDIX Average Revenue per Daily Active User: or “ARPDAU” means (i) the total revenue in a given period, (ii) divided by the number of days in that period, (iii) divided by the average Daily Active Users during that period. Daily Active Users: or “DAUs” means the number of individuals who played o