Playtika Holding Corp. Reports Q3 2026 Financial Results

Cash, cash equivalents and short-term investments totaled $594.6 million at September 30, versus $2,370.3 million in long-term debt.

Rhea-AI Summary

Playtika Holding (NASDAQ: PLTK) reported third-quarter revenue of $673.8 million, with higher adjusted earnings despite declining sales and paying users. Revenue fell 7.8% sequentially and 0.1% year over year. Net income was $40.4 million versus $39.1 million a year earlier. Adjusted EBITDA, a non-GAAP earnings measure, rose 15.9% year over year to $252.1 million, with a 37.4% margin.

Direct-to-consumer revenue reached $275.1 million, up 31.4% year over year but down 4.1% sequentially. Average daily paying users fell 5.9% year over year to 333,000. The board concluded its strategic review, choosing to remain independent and publicly traded. Playtika reaffirmed full-year revenue guidance of $2.75–$2.85 billion and adjusted EBITDA guidance of $750–$790 million, expecting results around both midpoints. Nine-month free cash flow declined to $177.5 million from $217.9 million.

20 points · 0 major

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0 major · 20 points

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate pointQ3 adjusted EBITDA of $252.1 million increased 22.3% sequentially and 15.9% year over year.
• Moderate pointQ3 operating income of $116.2 million increased from $98.4 million a year earlier.
• Moderate pointQ3 DTC revenue of $275.1 million increased 31.4% year over year but decreased 4.1% sequentially.
• Moderate pointQ3 average revenue per daily active user of $1.03 increased from $0.89 a year earlier.
• Moderate pointNine-month revenue of $2,149.6 million increased from $2,076.6 million a year earlier.

15 minor points

• Minor pointQ3 adjusted EBITDA margin of 37.4% rose from 32.2% a year earlier.
• Minor pointQ3 net income of $40.4 million increased from $39.1 million; diluted EPS remained $0.11 year over year.
• Minor pointQ3 adjusted net income reached $120.7 million, excluding specified charges and their tax effects.
• Minor pointDisney Solitaire Q3 revenue of $111.2 million increased 88.4% year over year but decreased 21.9% sequentially.
• Minor pointJune’s Journey Q3 revenue of $76.6 million increased 2.4% sequentially and 12.1% year over year.
• Minor pointAverage Q3 payer conversion of 4.7% exceeded 4.6% sequentially and 4.3% a year earlier.
• Minor point. Forward-looking: it has not happened yet and may not happen.2026 guidance reaffirmed: Playtika expects revenue around the midpoint of $2.75–$2.85 billion.
• Minor point. Forward-looking: it has not happened yet and may not happen.2026 adjusted EBITDA guidance reaffirmed: Playtika expects results around the midpoint of $750–$790 million.
• Minor pointNine-month adjusted EBITDA of $583.4 million increased from $551.8 million a year earlier.
• Minor pointNine-month adjusted EBITDA margin of 27.1% increased from 26.6% a year earlier.
• Minor pointQ3 sales and marketing expense fell to $167.8 million from $206.3 million a year earlier.
• Minor pointQ3 research and development expense fell to $86.8 million from $98.8 million a year earlier.
• Minor pointQ3 cost of revenue fell to $175.0 million from $178.4 million a year earlier.
• Minor pointQ3 interest and other, net, fell to $23.8 million from $40.3 million a year earlier.
• Minor pointStockholders’ deficit narrowed to $358.3 million at September 30, from $411.4 million at December 31, 2025.

Negative

• Moderate pointQ3 revenue of $673.8 million decreased 7.8% sequentially and 0.1% year over year.
• Moderate pointAverage daily paying users of 333,000 decreased 9.3% sequentially and 5.9% year over year.
• Moderate pointAverage Q3 daily active users fell to 7.1 million from 8.2 million a year earlier.
• Moderate pointNine-month net income fell to $30.9 million from $102.9 million; diluted EPS fell to $0.08 from $0.28.
• Moderate pointNine-month operating income fell to $201.2 million from $275.9 million a year earlier.
• Moderate pointNine-month free cash flow fell to $177.5 million from $217.9 million a year earlier.
• Moderate pointLong-term debt remained $2,370.3 million at September 30, alongside $10.8 million in current debt maturities.
• Moderate pointContingent consideration obligations, payments dependent on specified outcomes, totaled $320.0 million current and $130.0 million long-term.
• Moderate pointQ3 general and administrative expense rose to $123.9 million from $91.2 million a year earlier.
• Moderate pointNine-month general and administrative expense rose to $321.5 million from $174.3 million a year earlier.

10 minor points

• Minor pointBingo Blitz Q3 revenue of $133.0 million decreased 8.3% sequentially and 18.2% year over year.
• Minor pointAverage Q3 monthly active users fell to 21.5 million from 26.4 million a year earlier.
• Minor pointNine-month operating cash flow fell to $224.4 million from $281.8 million a year earlier.
• Minor pointCash and cash equivalents fell to $574.9 million at September 30, from $684.2 million at year-end 2025.
• Minor pointShort-term investments fell to $19.7 million at September 30, from $136.0 million at year-end 2025.
• Minor pointQ3 income tax provision rose to $52.0 million from $19.0 million a year earlier.
• Minor pointQ3 impairment charges rose to $4.1 million from $1.5 million a year earlier.
• Minor pointNine-month sales and marketing expense rose to $781.0 million from $735.8 million a year earlier.
• Minor pointOutstanding shares increased to 382.7 million at September 30, from 377.0 million at December 31, 2025.
• Minor pointSeverance costs totaled $1.2 million in Q3 and $16.5 million in the first nine months.

News Explained

At September 30, 2026, Playtika reported $594.6 million in cash, equivalents and short-term investments, alongside $2,370.3 million of long-term debt.

Key Figures

Revenue: $673.8 million; down 7.8% sequentially and 0.1% year over year DTC platforms revenue: $275.1 million; down 4.1% sequentially and up 31.4% year over year Net income: $40.4 million +5 more

Revenue

$673.8 million; down 7.8% sequentially and 0.1% year over year

Q3 2026

DTC platforms revenue

$275.1 million; down 4.1% sequentially and up 31.4% year over year

Q3 2026

Net income

$40.4 million

Q3 2026

Adjusted net income

$120.7 million

Q3 2026

Adjusted EBITDA

$252.1 million; up 22.3% sequentially and 15.9% year over year

Q3 2026

Adjusted EBITDA margin

37.4%

Q3 2026

Revenue outlook

$2.75–$2.85 billion; expects to land around the midpoint

Full-year 2026 reaffirmed guidance

Adjusted EBITDA outlook

$750–$790 million; expects to land around the midpoint

Full-year 2026 reaffirmed guidance

Previous Earnings Reports

1 past event · Latest: Aug 06

Same Type 1 event

1. Aug 06

   Q2 earnings

   24h Move

   -15.4%

   Q2 results paired sequential revenue decline with 2026 guidance expected at the lower end.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

direct-to-consumer, adjusted ebitda, non-gaap financial measures, contingent consideration

4 terms

direct-to-consumer financial

"Direct-to-Consumer (“DTC”) Revenue of $275.1 million"

A direct-to-consumer (DTC) model is when a company sells its products or services straight to customers, skipping middlemen like retailers or wholesalers. For investors, DTC matters because it can mean higher profit margins, closer customer relationships and faster feedback—like a baker who sells directly from the shop instead of through a grocery chain—while also exposing the business to costs for marketing, customer support and logistics that affect growth and profitability.

adjusted ebitda financial

"Adjusted EBITDA of $252.1 million increased 22.3% sequentially"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

non-gaap financial measures financial

"Adjusted EBITDA and Adjusted Net Income are non-GAAP financial measures"

Non-GAAP financial measures are numbers companies use to show their financial performance that exclude certain expenses or income. They help investors see how the company might perform without one-time costs or other unusual items, giving a different perspective from official reports. However, since they can be adjusted, they don’t always tell the full story and should be looked at alongside standard financial figures.

contingent consideration financial

"Changes in estimated value of contingent consideration"

Contingent consideration is an additional payment agreed when one company buys another that will be paid later only if specific future targets are met, such as revenue, profit, or regulatory milestones. It matters to investors because it shifts risk between buyer and seller and affects the acquiring company's future cash flow and reported value — like promising a bonus after results are proven.

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Revenue of $673.8 million and Direct-to-Consumer (“DTC”) Revenue of $275.1 million
Revenue Decreased (7.8)% Sequentially and (0.1)% Year Over Year
DTC Platforms Revenue Decreased (4.1)% Sequentially and Increased 31.4% Year Over Year

HERZLIYA, Israel, Nov. 05, 2026 (GLOBE NEWSWIRE) -- Playtika Holding Corp. (NASDAQ: PLTK) today released financial results for its third quarter for the period ending September 30, 2026.

Conclusion of Strategic Review

Playtika’s Board of Directors has concluded its review of strategic alternatives and determined that Playtika will continue to operate as an independent, publicly traded company. The Board believes this path best positions the company to create long-term value for shareholders.

Financial Highlights

• Revenue of $673.8 million decreased (7.8)% sequentially and (0.1)% year over year.
• DTC platforms revenue of $275.1 million decreased (4.1)% sequentially and increased 31.4% year over year.
• Net Income of $40.4 million and Adjusted Net Income of $120.7 million.
• Adjusted EBITDA of $252.1 million increased 22.3% sequentially and 15.9% year over year.
• Cash, cash equivalents, and short-term investments totaled $594.6 million as of September 30, 2026.
  
  

“With the strategic review complete, we are moving forward as an independent company. Our third quarter reflects what makes Playtika durable: loyal players and games built to last,” said Robert Antokol, Chief Executive Officer. “SuperPlay continued to deliver strong year-over-year growth, with Disney Solitaire up 88%, and June’s Journey grew double digits in its ninth year. These results show the resilience of our portfolio.”

“We set a plan for 2026, and we are delivering on it. In the third quarter, marketing stepped down as planned, Adjusted EBITDA margin expanded to 37.4%, and we delivered record quarterly Adjusted EBITDA of $252.1 million, alongside net income of $40.4 million and adjusted net income of $120.7 million,” said Tae Lee, Chief Financial Officer. “We intend to build on that discipline by strengthening our balance sheet.”

Selected Operational Metrics and 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 4.6% in Q2 2026 and 4.3% in Q3 2025.
• Bingo Blitz revenue of $133.0 million decreased (8.3)% sequentially and (18.2)% year over year.
• Disney Solitaire revenue of $111.2 million decreased (21.9)% sequentially and increased 88.4% year over year.
• June’s Journey revenue of $76.6 million increased 2.4% sequentially and 12.1% year over year.
  
  

Financial Outlook

We are reaffirming our full-year revenue range of $2.75 to $2.85 billion and Adjusted EBITDA range of $750 to $790 million, and we now expect to land around the midpoint of both ranges.

Conference Call

Playtika management will host a conference call at 5:30 a.m. Pacific Time (8:30 a.m. Eastern Time) today to discuss the company’s results. The conference call can be accessed via a webcast accessible at investors.playtika.com. A replay of the call will be available through the website one hour following the call and will be archived for one year.

Summary Operating Results of Playtika Holding Corp.

	Three months ended September 30,								Nine months ended September 30,
(in millions, except percentages, Average DPUs, and ARPDAU)		2026				2025				2026				2025
Revenues	$	673.8			$	674.6			$	2,149.6			$	2,076.6
Total costs and expenses	$	557.6			$	576.2			$	1,948.4			$	1,800.7
Operating income	$	116.2			$	98.4			$	201.2			$	275.9
Net income	$	40.4			$	39.1			$	30.9			$	102.9
Adjusted EBITDA	$	252.1			$	217.5			$	583.4			$	551.8
Net income margin		6.0	%			5.8	%			1.4	%			5.0	%
Adjusted EBITDA margin		37.4	%			32.2	%			27.1	%			26.6	%
Non-financial performance metrics
Average DAUs		7.1				8.2				7.9				8.7
Average DPUs (in thousands)		333				354				362				374
Average Daily Payer Conversion		4.7	%			4.3	%			4.6	%			4.3	%
ARPDAU	$	1.03			$	0.89			$	1.00			$	0.88
Average MAUs		21.5				26.4				25.5				29.4

About Playtika Holding Corp.

Playtika (NASDAQ: PLTK) is a mobile gaming entertainment and technology market leader with a portfolio of multiple game titles. Founded in 2010, Playtika was among the first to offer free-to-play social games on social networks and, shortly after, on mobile platforms. Headquartered in Herzliya, Israel, and guided by a mission to entertain the world through infinite ways to play, Playtika has employees across offices worldwide.

Forward Looking Information

This press release 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 press release, including statements regarding our business strategy, plans and our objectives for future operations, are forward-looking statements. Further, statements that include words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “future,” “intend,” “intent,” “may,” “might,” “potential,” “present,” “preserve,” “project,” “pursue,” “should,” “will,” or “would,” or the negative of these words or other words or expressions of similar meaning may identify forward-looking statements.

We have based these forward-looking statements largely on our current expectations and projections about future events and trends that we believe may affect our financial condition, results of operations, business strategy, short-term and long-term business operations and objectives, and financial needs. The achievement or success of the matters covered by such forward-looking statements involves significant risks, uncertainties and assumptions, including, but not limited to, the risks and uncertainties discussed in our filings with the Securities and Exchange Commission. Moreover, we operate in a very competitive and rapidly changing environment and industry. As a result, it is not possible for our management to assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. In light of these risks, uncertainties and assumptions, the forward-looking statements discussed in this press release may not occur and actual results could differ materially and adversely from those anticipated, predicted or implied in the forward-looking statements.

Important factors that could cause actual results to differ materially from estimates or projections contained in the forward-looking statements include without limitation:

• actions of our majority shareholder or other third parties that influence us;
• our reliance on third-party platforms, such as the iOS App Store and Google Play Store, to distribute our games and collect revenues, and the risk that such platforms may adversely change their policies;
• our reliance on a limited number of games to generate the majority of our revenue;
• our reliance on a small percentage of total users to generate a majority of our revenue;
• our free-to-play business model, and the value of virtual items sold in our games, is highly dependent on how we manage the game revenues and pricing models;
• our inability to refinance our indebtedness, including, without limitation, our $550 million revolving credit facility which is set to expire in March 2027, or to obtain additional financing on favorable terms or at all;
• our inability to identify acquisition targets that fit our strategy or complete acquisitions and integrate any acquired businesses successfully or realize the anticipated benefits of such acquisitions could limit our growth, disrupt our plans and operations or impact the amount of capital allocated to mergers and acquisitions;
• our ability to compete in a highly competitive industry with low barriers to entry;
• our ability to retain existing players, attract new players and increase the monetization of our player base;
• our ability to develop and/or launch new products and content or otherwise execute against our product roadmap strategy;
• we have significant indebtedness and are subject to the obligations and restrictive covenants under our debt instruments;
• the impact of an economic recession or periods of increased inflation, and any reductions to household spending on the types of discretionary entertainment we offer;
• our controlled company status;
• legal or regulatory restrictions or proceedings could adversely impact our business and limit the growth of our operations;
• risks related to our international operations and ownership, including our significant operations in Israel and Ukraine and the fact that our controlling stockholder is a Chinese-owned company;
• geopolitical events such as the Wars in Israel and Ukraine;
• our reliance on key personnel;
• market conditions or other factors affecting the payment of dividends, including the decision whether or not to pay a dividend;
• uncertainties regarding the amount and timing of repurchases under our stock repurchase program;
• security breaches or other disruptions could compromise our information or our players’ information and expose us to liability; and
• our inability to protect our intellectual property and proprietary information could adversely impact our business.
  
  

PLAYTIKA HOLDING CORP.
CONSOLIDATED BALANCE SHEETS
(In millions, except par value)

	September 30,				December 31,
		2026				2025
	(Unaudited)
ASSETS
Current assets
Cash and cash equivalents	$	574.9			$	684.2
Short-term investments		19.7				136.0
Restricted cash		0.2				1.5
Accounts receivable		145.1				161.8
Prepaid expenses and other current assets		56.3				80.4
Total current assets		796.2				1,063.9
Property and equipment, net		88.3				102.9
Operating lease right-of-use assets		99.5				124.2
Intangible assets other than goodwill, net		346.7				425.7
Goodwill		1,695.7				1,695.7
Deferred tax assets, net		175.4				173.2
Investments in unconsolidated entities		17.1				17.5
Other non-current assets		132.0				115.8
Total assets	$	3,350.9			$	3,718.9
LIABILITIES AND STOCKHOLDERS' EQUITY (DEFICIT)
Current liabilities
Current maturities of long-term debt	$	10.8			$	11.1
Accounts payable		51.6				80.3
Contingent consideration		320.0				454.0
Operating lease liabilities		23.8				27.5
Accrued expenses and other current liabilities		291.6				395.0
Total current liabilities		697.8				967.9
Long-term debt		2,370.3				2,378.0
Contingent consideration		130.0				280.0
Operating lease liabilities		94.0				115.4
Deferred tax liabilities		1.9				8.2
Other long-term liabilities		415.2				380.8
Total liabilities		3,709.2				4,130.3
Commitments and contingencies
Stockholders' equity (deficit)
Common stock of $0.01 par value; 1,600.0 shares authorized; 434.5 and 428.8 shares issued, respectively, and 382.7 and 377.0 shares outstanding, respectively		4.3				4.3
Treasury stock at cost, 51.8 shares		(603.5	)			(603.5	)
Additional paid-in capital		1,454.7				1,423.1
Accumulated other comprehensive income		6.5				15.9
Accumulated deficit		(1,220.3	)			(1,251.2	)
Total stockholders' deficit		(358.3	)			(411.4	)
Total liabilities and stockholders’ deficit	$	3,350.9			$	3,718.9

PLAYTIKA HOLDING CORP.
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME
(In millions, except for per share data)
(Unaudited)

	Three months ended September 30,								Nine months ended September 30,
		2026				2025				2026				2025
Revenues	$	673.8			$	674.6			$	2,149.6			$	2,076.6
Costs and expenses
Cost of revenue		175.0				178.4				560.1				571.6
Research and development		86.8				98.8				281.2				317.1
Sales and marketing		167.8				206.3				781.0				735.8
General and administrative		123.9				91.2				321.5				174.3
Impairment charges		4.1				1.5				4.6				1.9
Total costs and expenses		557.6				576.2				1,948.4				1,800.7
Income from operations		116.2				98.4				201.2				275.9
Interest and other, net		23.8				40.3				114.1				131.6
Income before income taxes		92.4				58.1				87.1				144.3
Provision for income taxes		52.0				19.0				56.2				41.4
Net income		40.4				39.1				30.9				102.9
Other comprehensive income (loss)
Foreign currency translation		—				0.4				—				23.1
Change in fair value of derivatives		(4.7	)			(5.2	)			(9.4	)			(4.1	)
Total other comprehensive income (loss)		(4.7	)			(4.8	)			(9.4	)			19.0
Comprehensive income	$	35.7			$	34.3			$	21.5			$	121.9
Net income per share attributable to common stockholders, basic	$	0.11			$	0.11			$	0.08			$	0.28
Net income per share attributable to common stockholders, diluted	$	0.11			$	0.11			$	0.08			$	0.28
Weighted-average shares used in computing net income per share attributable to common stockholders, basic		381.8				367.9				380.3				372.9
Weighted-average shares used in computing net income per share attributable to common stockholders, diluted		382.9				368.2				381.8				373.1

PLAYTIKA HOLDING CORP.
CONSOLIDATED STATEMENTS OF CASH FLOWS
(In millions)
(Unaudited)

	Nine months ended September 30,
		2026				2025
Cash flows from operating activities	$	224.4			$	281.8
Cash flows from investing activities
Purchase of property and equipment		(18.3	)			(25.6	)
Capitalization of internal use software costs		(17.7	)			(21.0	)
Purchase of software for internal use		(10.9	)			(17.3	)
Proceeds from short-term investments		135.6				148.1
Purchase of short-term investments		(19.6	)			(200.6	)
Other investing activities		(0.1	)			0.6
Net cash provided by (used in) investing activities		69.0				(115.8	)
Cash flows from financing activities
Dividend paid		(37.7	)			(112.5	)
Repayments on bank borrowings		(14.3	)			(14.3	)
Payment of tax withholdings on stock-based payments		(1.3	)			(2.3	)
Payment for share buyback		—				(16.1	)
Payment of contingent consideration		(350.0	)			—
Net cash used in financing activities		(403.3	)			(145.2	)
Effect of exchange rate changes on cash and cash equivalents and restricted cash		(0.7	)			0.9
Net change in cash, cash equivalents and restricted cash		(110.6	)			21.7
Cash, cash equivalents and restricted cash at the beginning of the period		685.7				567.7
Cash, cash equivalents and restricted cash at the end of the period	$	575.1			$	589.4

CALCULATION OF FREE CASH FLOW
(In millions)

	Nine months ended September 30,
		2026				2025
Cash flows from operating activities	$	224.4			$	281.8
Purchase of property and equipment		(18.3	)			(25.6	)
Capitalization of internal use software costs		(17.7	)			(21.0	)
Purchase of software for internal use		(10.9	)			(17.3	)
Free Cash Flow	$	177.5			$	217.9

Non-GAAP Financial Measures

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 performance measure in each case as determined in accordance with GAAP.

Our Credit Agreement defines Adjusted EBITDA as net income before (i) interest expense, (ii) interest income, (iii) provision for income taxes, (iv) depreciation and amortization expense, (v) impairment charges, (vi) stock-based compensation, (vii) contingent consideration, (viii) acquisition and related expenses, and (ix) certain other items. We calculate Adjusted EBITDA Margin as Adjusted EBITDA divided by revenues.

We define Adjusted Net Income as net income before (i) impairment charges, and (ii) contingent consideration.

Adjusted EBITDA, Adjusted EBITDA Margin and Adjusted Net Income as calculated herein may not be comparable to similarly titled measures reported by other companies within the industry and are not determined in accordance with GAAP. Our presentation of Adjusted EBITDA, Adjusted EBITDA Margin and Adjusted Net Income should not be construed as an inference that our future results will be unaffected by unusual or unexpected items.

RECONCILIATION OF NET INCOME TO ADJUSTED EBITDA
(In millions)

The following table sets forth a reconciliation of Adjusted EBITDA to net income, the closest GAAP financial measure:

	Three months ended September 30,								Nine months ended September 30,
		2026				2025				2026				2025
Net income	$	40.4			$	39.1			$	30.9			$	102.9
Provision for income taxes		52.0				19.0				56.2				41.4
Interest expense and other, net		23.8				40.3				114.1				131.6
Depreciation and amortization		44.4				59.3				134.5				179.5
EBITDA		160.6				157.7				335.7				455.4
Stock-based compensation(1)		6.0				21.8				32.7				64.8
Impairment charge		4.1				1.5				4.6				1.9
Changes in estimated value of contingent consideration		80.0				30.8				177.0				4.7
Acquisition and related expenses(2)		0.2				5.3				15.8				15.4
Other items(3)		1.2				0.4				17.6				9.6
Adjusted EBITDA	$	252.1			$	217.5			$	583.4			$	551.8
Net income margin		6.0	%			5.8	%			1.4	%			5.0	%
Adjusted EBITDA margin		37.4	%			32.2	%			27.1	%			26.6	%

_________

⁽¹⁾ Reflects stock-based compensation expense related to the issuance of equity awards to our employees and Directors.
⁽²⁾ Amounts for the three and nine months ended September 30, 2026 consists primarily of $10.1 million of tax credits related to acquisitions. Amounts for all periods also include costs incurred to evaluate and pursue acquisition activities and costs incurred by the Company in connection with the evaluation of strategic alternatives.
⁽³⁾ Amounts for the three and nine months ended September 30, 2026 consists primarily of $1.2 million and $16.5 million, respectively, incurred by the Company for severance.
Amounts for the three and nine months ended September 30, 2025 consists of $1.3 million and $9.8 million, respectively, incurred by the Company related to restructuring activities and $1.1 million of reimbursement of a tax assessment paid under protest in 2023.

RECONCILIATION OF NET INCOME TO ADJUSTED NET INCOME
(In millions)

The following table sets forth a reconciliation of Adjusted Net Income to net income (loss), the closest GAAP financial measure:

	Three months ended September 30,								Nine months ended September 30,
		2026				2025				2026				2025
Net income	$	40.4			$	39.1			$	30.9			$	102.9
Impairment charge		4.1				1.5				4.6				1.9
Changes in estimated value of contingent consideration		80.0				30.8				177.0				4.7
Income tax impact of adjustments		(3.8	)			(5.6	)			(24.6	)			(1.0	)
Adjusted Net Income	$	120.7			$	65.8			$	187.9			$	108.5

Contacts

Investor Relations
IR@playtika.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What were Playtika’s Q3 2026 earnings results?

Playtika reported $673.8 million in revenue and $40.4 million in net income for the quarter ended September 30, 2026. Diluted earnings per share were $0.11, unchanged from a year earlier. Adjusted EBITDA increased 15.9% year over year to $252.1 million.

What did Playtika decide after its strategic review?

Playtika’s board concluded its strategic review and decided the company will remain independent and publicly traded. The board believes this path best positions Playtika to create long-term shareholder value.

How does Playtika calculate adjusted net income?

Playtika calculates adjusted net income by excluding impairment charges and changes in estimated contingent consideration from net income, with related tax adjustments. For Q3 2026, the reconciliation includes $4.1 million in impairment charges, $80.0 million in changes in estimated contingent consideration and a negative $3.8 million tax adjustment.