PLTK

Playtika Holding Corp. ( PLTK ) Q3 2026 Earnings Call November 5, 2026 8:30 AM EST Company Participants Elad Amit Robert Antokol - Co-Founder, Chairperson, CEO & President Tae Lee - Chief Financial Officer Conference Call Participants Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division Aaron Lee - Macquarie Research Albert Kim - UBS Investment Bank, Research Division Douglas Creutz - TD Cowen, Research Division Presentation Operator Good day, and thank you for standing by.

Playtika NASDAQ: PLTK reported record adjusted EBITDA for the third quarter of 2026 and said it will remain independent following a board review of strategic alternatives, turning its attention to refinancing debt and strengthening its balance sheet.

Playtika Holding (PLTK) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.18 per share a year ago.

Revenue of $673.8 million and Direct-to-Consumer (“DTC”) Revenue of $275.1 million Revenue Decreased (7.8)% Sequentially and (0.1)% Year Over Year DTC Platforms Revenue Decreased (4.1)% Sequentially and Increased 31.4% Year Over Year

HERZLIYA, Israel, Oct. 16, 2026 (GLOBE NEWSWIRE) -- Playtika Holding Corp. (NASDAQ: PLTK) announced today that it will release financial results for the third quarter of 2026 before U.S. markets open on Thursday, November 5, 2026.

HERZLIYA, Israel, Oct. 01, 2026 (GLOBE NEWSWIRE) -- World Series of Poker® (WSOP) , the #1* free-to-play mobile poker game from gaming entertainment and technology leader Playtika, today announced a completely rebuilt level progression system, offering players a new answer to what keeps them coming back to the table. For millions of players, the climb through their Club has always been part of the thrill.

Playtika is executing a successful turnaround, shifting to direct-to-consumer (D2C) sales, which now comprise 39.3% of revenue. PLTK's D2C transition is driving margin expansion, with adjusted EBITDA margin rising from 16.8% in Q1 to 28.2% in Q2, despite modest revenue declines. Valuation remains compelling: PLTK trades at 3.98x forward EV/EBITDA, well below sector averages, with 420% potential upside if guidance and modest re-rating materialize.

Playtika Holding Corp. (PLTK) Q2 2026 Earnings Call Transcript

Playtika NASDAQ: PLTK reported second-quarter revenue of $731.1 million, up 5.0% from a year earlier but down 1.8% sequentially, as the mobile-game company reduced marketing spending after front-loading user acquisition investment earlier in the year.

Although the revenue and EPS for Playtika (PLTK) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.