PLAYSTUDIOS, Inc. filings document material events for a public mobile and social gaming company, including furnished operating results, Nasdaq listing-compliance notices, and disclosures tied to its Class A common stock and publicly traded redeemable warrants. The records identify the company’s securities, including warrants exercisable for Class A common stock at an exercise price of $11.50 per share.
Recent reports also cover governance and compensation matters, including audit committee appointments, performance stock unit grants and forfeitures under the 2021 Equity Incentive Plan, and officer compensation arrangements. Other 8-K disclosures describe cost-reduction and internal reorganization actions, related charges, and assumptions affecting timing and expense estimates.
PLAYSTUDIOS, Inc. (MYPS) shareholder MGM Resorts International amended its ownership disclosure to reflect the issuer’s 1-for-10 reverse stock split, effective September 30, 2026. MGM reported beneficial ownership of 1,664,712 Class A shares, equal to 16.4% of the class based on 10,156,328 Class A shares outstanding as of October 31, 2026.
The holding represented 3.9% of combined voting power as of October 31, 2026; Class A shares carry one vote each and Class B shares carry 20 votes each. Separately, the earnout period ended June 21, 2026, without the applicable share-price targets being achieved. MGM received no Earnout Shares, and PLAYSTUDIOS’ contingent obligation to issue them was extinguished.
PLAYSTUDIOS, Inc. reported third-quarter 2026 revenue of $48.9 million, compared with $57.6 million a year earlier. Net loss was $11.0 million versus $9.1 million, while consolidated AEBITDA, a non-GAAP measure, was $10.0 million versus $7.2 million; its margin was 20.4%, compared with 12.6%. Direct-to-consumer revenue was $16.0 million, up from $7.7 million, an increase of 108.4%. Cash and cash equivalents were $95.9 million as of September 30, 2026.
Under Renewal, PLAYSTUDIOS said it closed all four targeted studios, exceeded targeted role eliminations and surpassed cost-of-sales reduction goals; it raised and narrowed its annualized savings range to $37.0 million to $39.0 million. It decided on September 30, 2026, to discontinue Tetris Block Party, with operations ceasing in October 2026, and on September 18, 2026, to discontinue The Win Zone. The quarter included a $6.7 million non-cash impairment charge and a $9.2 million goodwill impairment. The company expects to continue Class A share repurchases under its adopted Rule 10b5-1 trading plan and remaining $44.6 million authorization as of November 5, 2026, subject to market conditions, applicable legal requirements and other considerations. It is not providing formal financial guidance at this time.
PLAYSTUDIOS, Inc. (MYPS) reported third-quarter 2026 net revenue of $48.921 million, versus $57.648 million a year earlier, and net loss of $11.039 million versus $9.118 million. For the first nine months, revenue was $162.323 million versus $179.695 million, while net loss was $34.989 million versus $14.946 million.
Third-quarter operating loss was $19.769 million, including $9.2 million of goodwill impairment and $9.167 million of restructuring and related expense. Reportable segment AEBITDA was $13.365 million versus $11.018 million; nine-month net cash provided by operating activities was $17.382 million versus $22.601 million. Intangible-asset impairment charges were $6.7 million after decisions to cease two products.
The 2026 reorganization plan provides for a reduction of approximately 27% of the company’s total global workforce as of March 10, 2026, with expected charges of $4.5 million to $7.0 million, substantially all expected in 2026. A 1-for-10 reverse split of Class A and Class B common stock took effect September 30, 2026; split-adjusted Class A trading began October 1, 2026.
PLAYSTUDIOS, Inc. (MYPS) regained compliance with Nasdaq’s $1.00 minimum bid price requirement for continued listing on The Nasdaq Capital Market. Nasdaq confirmed the Class A closing bid price was at or above $1.00 per share for ten consecutive business days, from October 1 through October 14, 2026, and stated the matter is now closed. PLAYSTUDIOS effected a 1-for-10 reverse stock split of its Class A and Class B common stock on September 30, 2026; Class A began trading on a split-adjusted basis on October 1.
PLAYSTUDIOS, Inc. (MYPS) will recognize a non-cash, pre-tax impairment charge of $3.0 million to $3.5 million in the third quarter of 2026 after deciding to cease operating Tetris Block Party. The company identified the decision as an impairment indicator during the quarter, concluded the assets’ carrying value was not recoverable, and deemed a reduction in their remaining useful life appropriate. The charge relates primarily to capitalized internal-use software development costs and acquired technology.
PLAYSTUDIOS expects to cease operating Tetris Block Party in October 2026 and reduce the estimated remaining useful life of any assets that remain. The company is evaluating related accounting effects, and management expects to conclude its assessment and finalize the impairment charge with the quarterly report for the period ended September 30, 2026.
PLAYSTUDIOS, Inc. (MYPS) completed a 1-for-10 reverse stock split of its Class A and Class B common stock, effective at 5:00 p.m. Eastern Time on September 30, 2026. Each 10 issued and outstanding shares of either class became one share. Split-adjusted trading in Class A common stock began at market open on October 1, 2026.
The split left par value, authorized share counts, and the classes’ relative voting rights unchanged. No fractional shares were issued; stockholders otherwise entitled to a fraction will receive cash based on the fraction and the Class A closing price on September 30, adjusted for the split. Where applicable, outstanding equity awards, stock-option exercise prices, and shares available for future issuance under the company’s equity plans were adjusted proportionately. Percentage interests were unchanged except for fractional-share treatment.
PLAYSTUDIOS, Inc. (MYPS) said it will effect a 1-for-10 reverse stock split of its Class A and Class B common stock at 5:00 p.m. Eastern Time on September 30, 2026. Class A shares are expected to begin split-adjusted trading on October 1, 2026. The split will not change the authorized share counts, par value, or relative voting rights. Cash in lieu of fractional shares will equal the fraction multiplied by the official September 30 closing price, as adjusted for the split.
Through September 24, 2026, the company repurchased approximately 4.3 million Class A shares for an aggregate purchase price of $3.0 million, or approximately $0.71 per share, in open-market transactions under its existing Rule 10b5-1 share repurchase plan. The company said the split is being implemented to support efforts to regain compliance with Nasdaq’s $1.00 minimum bid price requirement for continued listing.
PLAYSTUDIOS, Inc. (MYPS) decided on September 18, 2026, to cease operating The Win Zone, its sweepstakes product. The company identified the decision as an impairment indicator in the third quarter of 2026, concluded that the assets’ carrying value was not recoverable, and determined that a reduction in their useful life was appropriate.
PLAYSTUDIOS concluded that a pre-tax impairment charge of $3.0 million to $3.5 million is required to be recognized, primarily related to limiting future use of The Win Zone assets. Management expects to finalize the charge and assess its potential impact on income tax expense with the Form 10-Q for the period ending September 30, 2026.
PLAYSTUDIOS, Inc. reported second quarter 2026 net revenue of $55.0 million, down from $59.3 million a year earlier, as legacy social casino titles continued to face secular headwinds. The company posted a net loss of $13.3 million with a net loss margin of 24.1%, compared with a $2.9 million loss and 5.0% margin in 2025. Consolidated AEBITDA was $7.3 million (13.3% margin), versus $10.7 million (18.1% margin) a year ago.
Key operating metrics reflected this pressure: Average DAU fell 18.9% to 1.9 million and Average MAU declined 22.4%, although ARPDAU increased to $0.32 from $0.28, and payer conversion improved. Virtual currency revenue declined while advertising grew, and direct-to-consumer revenue doubled to $14.7 million, rising to 34.4% of virtual currency revenue and improving platform mix.
Management highlighted restructuring programs Reinvention and Renewal, which have delivered about $29.0 million of annualized savings with an additional $33.0–$39.0 million targeted. Actions include closing 4 of 9 studios and eliminating 177 positions to simplify operations and reduce fixed costs. The company ended June 30, 2026 with $102.7 million in cash and cash equivalents and plans to continue share repurchases under a remaining $38.5 million authorization via a Rule 10b5-1 plan. Given portfolio pressure and variability in new initiatives such as Tetris Block Party and playSWEEPS, the company is not providing formal financial guidance, focusing instead on completing Renewal and improving margins, profitability, and cash generation.
PLAYSTUDIOS, Inc. reported lower results for the quarter and six months ended June 30, 2026. Net revenue was $54.99 million for the quarter, down from $59.34 million, and $113.40 million for the first half, down from $122.05 million, reflecting softer playGAMES virtual currency revenue partly offset by higher advertising and playAWARDS revenue.
Profitability deteriorated. Quarterly net loss widened to $13.27 million from $2.95 million, and first-half net loss increased to $23.95 million from $5.83 million, driven by lower revenue, higher user acquisition and restructuring costs, and a negative change in contingent consideration fair value. Net loss margin for the first half was (21.1)%.
The company initiated a 2026 reorganization plan, reducing its global workforce by approximately 27%, and has recognized $5.74 million of restructuring charges year-to-date, with total expected charges of $4.5–$7.0 million in 2026. Despite losses, PLAYSTUDIOS generated $9.36 million of operating cash flow in the first half and ended the period with $102.67 million in cash and cash equivalents and total assets of $271.14 million, and no borrowings under its now-expired revolving credit facility. The company continued repurchasing stock, spending $1.56 million in the first half and buying an additional $3.0 million of shares after quarter-end, with $38.5 million remaining authorized as of June 30, 2026.