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PLAYSTUDIOS, Inc. 10-Q Filings

MYPS NASDAQ

Every 10-Q that PLAYSTUDIOS, Inc. (MYPS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow MYPS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MYPS filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

PLAYSTUDIOS reported a weaker first quarter of 2026. Net revenue was $58.4 million, down 6.9% from $62.7 million a year earlier, as virtual currency sales declined despite higher advertising revenue.

The company posted a net loss of $10.7 million, compared with a $2.9 million loss, as operating expenses rose, including $4.7 million of restructuring and related costs. In March 2026, PLAYSTUDIOS launched a reorganization plan that will reduce its global workforce by about 27%, with expected total charges of $4.5 million to $7.0 million during 2026.

Despite the loss, operations generated $3.7 million of cash in the quarter. Cash, cash equivalents and restricted cash totaled $104.3 million at period end, and the company had no borrowings outstanding under its $81.0 million revolving credit facility.

Rhea-AI Summary

PLAYSTUDIOS (MYPS) reported Q3 2025 results with net revenue of $57.6 million, down from $71.2 million a year ago, and a net loss of $9.1 million versus $3.1 million. Operating loss was $7.9 million as expenses outpaced the lower top line. Segment AEBITDA totaled $11.0 million (playGAMES $13.4 million; playAWARDS $(2.4) million), down from $19.2 million.

Cash and cash equivalents were $106.3 million with no borrowings outstanding under the revolving credit facility. Total assets were $299.2 million and stockholders’ equity $238.9 million. Year‑to‑date, net cash provided by operating activities was $22.6 million, while investing and financing used $12.7 million and $14.5 million, respectively.

The company advanced legal resolutions: the federal securities class action was settled for $6.5 million (company $2.75 million, insurer $3.75 million) with preliminary approval granted, reducing accrued litigation to $3.3 million. An agreement in principle was reached to settle certain state actions via a six‑state class action, subject to court approval. Contingent consideration tied to the Pixode assets increased to $5.4 million.

Rhea-AI Summary

PLAYSTUDIOS reported second-quarter results showing net revenue of $59,338 thousand for the three months ended June 30, 2025, compared with $72,590 thousand in the prior-year quarter. For the six months ended June 30, 2025 net revenue was $122,047 thousand versus $150,418 thousand a year earlier. The company recorded a net loss of $2,948 thousand for the quarter and $5,828 thousand for the six-month period; basic net loss per share was $0.05 for the six months.

Cash, cash equivalents, and restricted cash totaled $113,473 thousand at June 30, 2025. Total assets were $316,233 thousand and total liabilities were $70,942 thousand. Reportable segment AEBITDA totaled $14,089 thousand for the quarter and $30,109 thousand year-to-date, driven by playGAMES and offset by playAWARDS losses. The Pixode acquisition carries contingent consideration with a maximum contractual payout of $113.5 million and a fair value of $3.5 million as of June 30, 2025. The company accrued $9.8 million related to several litigation matters and recorded an insurance receivable of $3.75 million; subsequent payments and insurer contributions related to one matter totaled $6.5 million.