Playtika Holding Corp. published the transcript of its fourth-quarter 2025 earnings call. The call was attended by TAE LEE, SVP, Corporate Finance & Investor Relations, Robert Antokol, co-founder and CEO, and Craig Abrahams, President and Chief Financial Officer. Management highlighted a strong Q4 performance driven by Direct-to-Consumer growth, a portfolio shift toward casual games, and continued momentum from acquired studio SuperPlay. Playtika reported Q4 revenue of $678.8 million and Adjusted EBITDA of $201.4 million, while noting that GAAP net loss in the quarter was largely affected by a non-cash remeasurement of contingent consideration tied to the SuperPlay earnout. DTC was a major theme, reaching $250.1 million in Q4 and representing 36.8% of revenue, with the company ending the year at about $1 billion in annualized DTC revenue. The company also emphasized that casual games accounted for about 74% of Q4 revenue, and pointed to SuperPlay’s record results, including Disney Solitaire becoming the portfolio’s second-largest game and approaching a $300 million annualized run-rate by Q4. Looking ahead, Playtika issued full-year 2026 guidance of $2.7 to $2.8 billion in revenue and $730 to $770 million in Adjusted EBITDA, and said marketing spend will be weighted to the first half of the year, particularly Q1. The company also announced a capital allocation change, suspending its quarterly dividend to preserve flexibility given the performance-based nature and potential size of the SuperPlay earnout, while keeping buybacks as an available tool. “We finished 2025 with a strong fourth quarter that shows our plan is working,” CEO Robert Antokol said, adding, “We are building a balanced set of assets.” CFO Craig Abrahams said, “We came in ahead of our Revenue and Adjusted EBITDA guidance, set another DTC record, and saw outstanding momentum from SuperPlay,” and later noted, “To preserve flexibility and direct capital to the highest return uses, we are suspending our quarterly dividend.” The full transcript can be accessed through the link below.
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