Playboy, Inc. filings document the regulatory record for a Nasdaq-listed operating company built around the Playboy brand, including results of operations, material events, governance and capital structure. Form 8-K reports have covered financial results and preliminary estimates, investor presentation materials, executive appointments, employment and retention arrangements, and changes in the independent registered public accounting firm, including internal-control disclosures.
Proxy materials describe shareholder voting matters, board governance, executive compensation and equity incentive awards. The filing record also identifies the company’s common stock listed on the Nasdaq Global Market under PLBY and supports recurring disclosure on licensing, digital content, consumer products and operating subsidiary matters.
Playboy, Inc. (PLBY) reported third-quarter 2026 revenue of $31.714 million, up 9.4% from $28.994 million, and net income of $1.864 million versus $0.460 million a year earlier. In the first nine months, revenue was $93.168 million versus $86.017 million; operating income was $5.337 million compared with an operating loss of $10.777 million, while net loss narrowed to $1.901 million from $16.260 million. Net cash used in operating activities was $7.525 million, versus $1.378 million.
The company had $29.7 million in unrestricted cash and $144.9 million in term-loan principal at September 30, 2026. UTG will ultimately acquire a 50% interest in the China licensing joint venture for $45.0 million across three closings; $15.0 million was received at the initial closing and applied to debt repayment. The venture is required to pay minimum distributions totaling $67.0 million through 2033. Playboy also agreed to repurchase 16,589,531 shares from lender affiliates for $17.4 million in four installments through December 31, 2026. After quarter-end, The Million S purchased directly from sellers 4,761,905 shares comprising the installment due on or before November 1.
Playboy, Inc. (PLBY) reported third-quarter 2026 revenue of $31.7 million, up 9.4% year over year; net income was $1.9 million, up 305%, and Adjusted EBITDA was $7.9 million, up 95%. Operating income was $4.0 million, up 193%. The quarter marked Playboy's seventh consecutive quarter of positive Adjusted EBITDA.
Licensing revenue rose 5.3% to $12.6 million, including a $1.2 million year-over-year increase in China tied to three new agreements with combined contract value of approximately $15.0 million. Honey Birdette revenue increased 12.1% to $18.4 million; direct-to-consumer gross margin was 62.2%, compared with 60.8% a year earlier. Cash was $34.9 million, including $5.2 million of restricted cash, as of September 30, 2026.
In November, Playboy signed an agreement to acquire the Miami Beach property currently operated as the Freehand Hotel for development as a private members club. It also signed a term sheet with two partners to develop and operate the club; they will invest alongside Playboy. Management said the company committed approximately $5.0 million of balance-sheet cash and expects to recoup that investment from future membership sales.
Playboy, Inc. (PLBY) reported an indirect purchase of 4,761,905 shares of common stock at $1.05 per share on October 30, 2026, by The Million S.a r.l. The Million is a wholly owned subsidiary of Byborg Enterprises S.A., which is a subsidiary of Docler Holding S.a r.l. No Rule 10b5-1 plan is reported. Gyorgy Gattyan is Docler’s sole equity owner and serves on Playboy’s board; the reporting persons disclaim beneficial ownership except to the extent of any pecuniary interest.
Entities holding Playboy, Inc. (PLBY) common stock reported sales of 4,761,905 shares at $1.05 per share on October 30, 2026. The shares were held directly by eight entities, including Drawbridge Special Opportunities Fund LP and Drawbridge DSO Securities LLC. The reporting persons—Drawbridge Special Opportunities Fund LP, Drawbridge Special Opportunities Advisors LLC, and Drawbridge Special Opportunities GP LLC—are each identified as ten percent owners and disclaim beneficial ownership except to the extent of their pecuniary interests. No Rule 10b5-1 plan is reported.
Playboy, Inc. (PLBY) had 4,761,905 common shares sold by affiliated holders on October 30, 2026, at $1.05 per share across eight indirect holdings. The reporting persons disclaimed beneficial ownership except to the extent of their pecuniary interests, and no Rule 10b5-1 plan is reported.
Playboy, Inc. reported that The Million S.a. r.l. purchased 4,761,905 common shares at $1.05 per share on October 30, 2026, pursuant to the Backstop Agreement, as amended. Docler Holding S.a. r.l., Byborg Enterprises S.A. and The Million each reported beneficial ownership of 19,707,207 shares, or 16.9%. Gyorgy Gattyan reported beneficial ownership of 19,871,723 shares, or 17.0%, including 164,516 shares of sole voting and dispositive power; the cover pages also report 19,871,723 shares of shared voting and dispositive power for him.
The percentages are based on 119,807,688 common shares outstanding as of August 6, 2026, and give effect to Playboy's repurchase and cancellation of 2,857,143 shares on August 24, 2026.
Playboy, Inc. (PLBY) is the issuer in an amendment reporting beneficial ownership by Drawbridge Special Opportunities Fund and related Fortress entities. The reporting persons list shared voting and dispositive power, with zero sole voting or dispositive power. Reported amounts include 10,746,179 shares (9.2%) for Drawbridge Special Opportunities Fund, 10,889,014 shares (9.3%) for Drawbridge Special Opportunities Advisors LLC, and 11,827,626 shares (10.1%) for Fortress Investment Group LLC and other entities in the ownership chain. These are separate entity-level attributions within that chain, not a combined share total. The percentages are based on 119,807,688 common shares outstanding as of August 6, 2026.
Playboy, Inc. reports that Docler Holding S.a r.l., Byborg Enterprises S.A. and The Million S.a. r.l. each beneficially own 14,945,302 PLBY shares (12.8%) with shared voting and dispositive power. Gyorgy Gattyan reports beneficial ownership of 15,109,818 shares (12.9%), including 164,516 shares with sole voting and dispositive power. The percentages use 119,807,688 shares outstanding as of August 6, 2026, and give effect to the issuer's repurchase and cancellation of 2,857,143 shares on August 24, 2026.
On October 26, 2026, The Million agreed to purchase all Tranche 3 Shares under an amendment to the Backstop Agreement; the other Backstop Purchaser was released from its obligation to purchase any Tranche 3 Shares. Completion is expected on or before November 1, 2026. The Million was issued 45,302 shares under the Backstop Agreement on September 1, 2026. Raffaele Zucca Alessandrelli signed as Class B Manager, Director and Sole Manager; Gyorgy Gattyan also signed.
Playboy, Inc. amended its Backstop Agreement on October 26, 2026, changing responsibility for the third tranche of its stock repurchase arrangement. The Million S., an affiliate of Byborg Enterprises SA and György Gattyán, became obligated to purchase all 4,761,905 common shares scheduled under the Repurchase Agreement from certain affiliates of Fortress Investment Group (the Sellers), for aggregate cash consideration of $5,000,000.25, payable on or before November 1, 2026. The Million is expected to complete the purchase from the Sellers on or before that date.
Rizvi Master LLC, an affiliate of director and stockholder Suhail Rizvi, had its commitment to purchase any of the Tranche 3 Shares reduced to zero. The Million and Rizvi Master LLC also agreed that neither would receive a backstop fee attributable to those shares. The Sellers consented, DBD Credit Funding LLC as administrative agent under Playboy’s senior secured credit facility provided prior written consent, and Playboy’s board and Audit Committee approved the amendment. The Backstop Agreement otherwise remains unchanged.
Playboy, Inc. (PLBY) director Tracey E. Edmonds reported selling 25,900 shares of common stock on September 4, 2026 in an open market or private transaction at $1.16 per share. Following this sale, Edmonds directly holds 142,253 shares of Playboy, Inc. common stock. No Rule 10b5-1 trading plan is reported for this transaction.