Welcome to our dedicated page for PLAYSTUDIOS SEC filings (Ticker: MYPS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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) 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.
PLAYSTUDIOS, Inc. notified regulators that it will file its Quarterly Report for the three months ended June 30, 2026 later than the prescribed due date. The company cites the additional time required to complete quarter-end closing procedures and states that filing on time would have required unreasonable effort or expense.
The company expects to file the Form 10-Q within the five-calendar-day extension period permitted under Rule 12b-25 for quarterly reports and indicates that all other required periodic reports over the past 12 months have been filed. The notice includes forward-looking statement language regarding the expected timing of the Form 10-Q.
BlackRock, Inc. filed an amended beneficial ownership report for PLAYSTUDIOS, Inc. Class A stock. BlackRock reports beneficial ownership of 1,220,717 Class A shares, representing 1.1% of the class. All of these shares are reported with sole voting and sole dispositive power, with no shared voting or dispositive power.
The filing notes that various underlying clients may have rights to receive dividends or sale proceeds from these shares, but no individual client holds more than five percent of PLAYSTUDIOS’ outstanding common shares.
ZANELLA STEVEN J reported acquisition or exercise transactions in this Form 4 filing.
PLAYSTUDIOS, Inc. reported that director Steven J. Zanella received a grant of 120,000 Restricted Stock Units, each representing the right to one share of Class A Common Stock upon vesting and settlement.
The RSUs vest in four equal tranches on August 15, 2026, November 15, 2026, February 15, 2027 and May 15, 2027, subject to his continued service on the board, bringing his direct Class A holdings to 364,992 shares, including shares issuable from these RSUs.
Horowitz Hyman Joseph reported acquisition or exercise transactions in this Form 4 filing.
PLAYSTUDIOS, Inc. director Hyman Joseph Horowitz reported a grant of 120,000 Restricted Stock Units, each representing the right to receive one share of Class A Common Stock upon vesting and settlement. These RSUs vest in four equal tranches on August 15, 2026, November 15, 2026, February 15, 2027, and May 15, 2027, subject to his continued service on the Board of Directors. Following this award, his direct holdings, including the unvested RSUs, total 364,992 shares of Class A Common Stock.
Krikorian Jason reported acquisition or exercise transactions in this Form 4 filing.
PLAYSTUDIOS director Jason Krikorian received a grant of 120,000 Restricted Stock Units for Class A Common Stock at a cash price of $0.0000 per share. The RSUs vest in four equal tranches on August 15, 2026, November 15, 2026, February 15, 2027 and May 15, 2027, contingent on his continued service on the Board. Following this award, he directly holds 364,992 Class A shares, including shares issuable upon vesting and settlement of these RSUs.
MENCHER JUDY K reported acquisition or exercise transactions in this Form 4 filing.
PLAYSTUDIOS, Inc. director Judy K. Mencher received a grant of 120,000 Restricted Stock Units on July 16, 2026. Each unit represents the contingent right to one share of Class A Common Stock and vests in four equal tranches between August 15, 2026 and May 15, 2027, subject to continued board service. Following this award, she holds 364,992 shares directly, including unvested RSUs, and 567,099 shares indirectly through The Judy K. Mencher Trust 2014.
PLAYSTUDIOS, Inc. reported results of its 2026 annual stockholder meeting. Holders representing 89% of the voting power of common stock as of May 18, 2026 were present in person or by proxy, constituting a quorum.
Stockholders elected five directors to serve until the 2027 annual meeting, with each nominee receiving more votes for than withheld. They also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
In addition, stockholders approved an amendment to the Certificate of Incorporation authorizing the board, in its discretion, to implement a reverse stock split of the company’s Class A and Class B common stock at a ratio between 1-for-10 and 1-for-30 at any time within 12 months following the 2026 annual meeting, without further stockholder approval.