Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
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 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.
PLAYSTUDIOS, Inc. reported weaker first quarter 2026 results, with revenue of $58.4 million versus $62.7 million a year earlier and a net loss of $10.7 million, widening from $2.9 million. Net loss margin deteriorated to 18.3%, while Consolidated AEBITDA dropped to $3.6 million from $12.5 million, reducing AEBITDA margin to 6.1% from 19.9%.
Management highlighted ongoing pressure in legacy social casino titles but pointed to growth initiatives such as Tetris Block Party, playSWEEPS and The Win Zone, and stronger direct-to-consumer revenue of $12.4 million, up 150% year over year. Average DAU was 2.1 million, ARPDAU was $0.31, and cash and cash equivalents were $103.7 million as of March 31, 2026. The company expects its Renewal program to generate $33 million to $39 million of additional annualized cost savings and plans to adopt a Rule 10b5-1 trading plan to repurchase shares under its remaining $40 million authorization.
PLAYSTUDIOS, Inc. has received Nasdaq approval to transfer its Class A common stock and warrants from the Nasdaq Global Market to the Nasdaq Capital Market, gaining additional time to address its low share price.
The company previously failed to meet the $1.00 per share minimum bid price for 30 consecutive business days and did not regain compliance during an initial 180‑day grace period that ended on May 4, 2026. With the transfer effective May 6, 2026, PLAYSTUDIOS now has a second 180‑day compliance period, expiring November 2, 2026, to achieve a closing bid of at least $1.00 per share for at least ten consecutive business days. If it does not regain compliance, its securities could be delisted from Nasdaq, though the company may appeal. PLAYSTUDIOS states it is monitoring its share price and may consider a reverse stock split if needed.
PLAYSTUDIOS, Inc. reported that performance stock units granted in 2025 to its senior leadership did not vest because financial performance targets for the fiscal year ended December 31, 2025 were not achieved, so those awards were forfeited and no shares will be issued.
The company’s Compensation Committee also approved new 2026 performance-based stock unit grants under its 2021 Equity Incentive Plan, including 625,000 PSUs for Chairman and CEO Andrew Pascal, 250,000 for CFO Scott Peterson, 233,333 for COO Robert L. Oseland, and 125,000 for General Counsel Joel Agena. These PSUs can vest from 0% to 100% based on 2026 financial targets, with settlement expected around March 15, 2027, assuming continued employment.
PLAYSTUDIOS, Inc. reported weaker 2025 results and launched a major restructuring. Full-year revenue fell to $235.1 million from $289.4 million, while net loss was $28.6 million, roughly flat year over year. Q4 2025 revenue was $55.4 million with a net loss of $13.7 million.
Consolidated AEBITDA declined to $35.6 million in 2025 from $56.5 million, and margin narrowed to 15.1%. In March 2026, the company initiated an internal reorganization cutting its global workforce by about 27%, expecting $4.5 million–$7 million in related charges.
Management highlighted prior Reinvention actions that generated roughly $29.0 million in annualized cost savings and a second stage targeting an additional $33.0 million–$39.0 million. Direct-to-consumer revenue grew 78.7% in 2025 to $27.6 million. The company is prioritizing Tetris Block Party and playSWEEPS, ended 2025 with $104.9 million in cash, and has roughly $40 million remaining under its share repurchase authorization.
PLAYSTUDIOS (MYPS) reported a Nasdaq bid-price deficiency notice. On November 5, 2025, the company was notified that its Class A common stock failed to meet Nasdaq Listing Rule 5450(a)(1) because the closing bid price was below $1.00 for 30 consecutive business days. There is no present impact on trading, and the shares continue on the Nasdaq Global Market under “MYPS.”
The company has 180 calendar days, until May 4, 2026, to regain compliance by achieving a closing bid of at least $1.00 for a minimum of 10 consecutive business days. If not regained by then, PLAYSTUDIOS may seek an additional compliance period by transferring to the Nasdaq Capital Market, which requires a Transfer Application, a $5,000 fee, meeting initial standards (except the minimum bid), and written notice that it intends to cure the deficiency, including via a reverse stock split if necessary.
PLAYSTUDIOS, Inc. (MYPS) furnished an earnings press release under Item 2.02, announcing results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and, consistent with General Instruction B.2, the Item 2.02 information and Exhibit 99.1 are not deemed filed for purposes of Section 18 of the Exchange Act or incorporated by reference except as expressly stated. The company listed its Class A common stock (MYPS) and redeemable warrants (MYPSW) on Nasdaq, with each whole warrant exercisable for one share at an exercise price of $11.50 per share.
On September 5, 2025, the Board of Directors of PLAYSTUDIOS, Inc. (MYPS) reorganized committee roles: Judy K. Mencher was appointed Chair of the Audit Committee and also named to the Nominating and Corporate Governance Committee, while Joe Horowitz was appointed as an Audit Committee member and resigned from the Nominating and Corporate Governance Committee. Both directors have served on the Board since June 21, 2021, and the company states there are no material changes to their previously disclosed biographies. The filing also confirms there are no arrangements, understandings, or related‑party transactions requiring disclosure under applicable rules in connection with these committee assignments.