as of 08-13-2026 3:46pm EST
PLAYSTUDIOS Inc is engaged in gaming and related business. The Company develops and operates online and mobile social gaming applications (games or game), many of which incorporate a loyalty program offering real world rewards provided by a collection of awards partners. The Companies games are free-to-play and available via the Apple App Store, Google Play Store, Amazon Appstore and Facebook (collectively, platforms or platform operators). The Company creates games based on its own original content as well as third-party licensed brands. The Company generates revenue through the in-game sales of virtual currency and through advertising. The company has one operating segment with one business activity, developing and monetizing social games.
| Founded: | 2011 | Country: | United States |
| Employees: | N/A | City: | LAS VEGAS |
| Market Cap: | 66.3M | IPO Year: | 2020 |
| Target Price: | $3.00 | AVG Volume (30 days): | 301.1K |
| Analyst Decision: | Buy | Number of Analysts: | 2 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | -0.19 | EPS Growth: | -4.55 |
| 52 Week Low/High: | $0.40 - $1.08 | Next Earning Date: | 05-05-2026 |
| Revenue: | $235,097,000 | Revenue Growth: | -18.77% |
| Revenue Growth (this year): | -8.06% | Revenue Growth (next year): | -7.29% |
| P/E Ratio: | -2.95 | Index: | N/A |
| Free Cash Flow: | 25.4M | FCF Growth: | -39.24% |
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SEC 8-K filings with transcript text
May 11, 2026 · 100% conf.
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2 myps-q12026xex991.htm
Document
Exhibit 99.1
PLAYSTUDIOS, Inc. Announces First Quarter Results
First Quarter Revenue of $58.4 million
Net loss of $10.7 million
Consolidated AEBITDA of $3.6 million
Las Vegas, Nevada – May 11, 2026 – PLAYSTUDIOS, Inc. (NASDAQ: MYPS) (“PLAYSTUDIOS” or the “Company”), a developer and publisher of free-to-play mobile and social games and the creator of the playAWARDS loyalty platform,today announced financial results for the first quarter ended March 31, 2026.
Andrew Pascal, Chairman and Chief Executive Officer of PLAYSTUDIOS, said, “Our first quarter results reflected continued pressure on our legacy portfolio, particularly within social casino, but they also reflected meaningful progress in repositioning PLAYSTUDIOS for the future. Over the past several quarters, we have touched virtually every aspect of the Company, simplifying the organization, lowering our cost structure, recomposing leadership teams, integrating new talent in key roles, and focusing our capital and creative energy on the opportunities we believe offer the greatest potential to restore stability and growth. This is far from business as usual, and we believe the Company that is emerging is more focused, more resilient, and better positioned to execute.”
Pascal continued, “Our core portfolio continues to generate positive contribution margins and cash flow, as we focus on efficiency, margin, and reinvestment. We continue to benefit from Reinvention, our earlier cost-savings program, while also advancing Renewal, our broader redesign of the business intended to simplify operations, improve our cost structure, and better align the Company around its most compelling growth opportunities.”
He added, “That progress is also evident in the advancement of our key growth drivers. Tetris Block Party has continued to scale and demonstrate its potential as an important new casual puzzle product. The Win Zone is now live in all currently permissible jurisdictions and continues to evolve into a more complete operating platform. While it remains early, we are encouraged by the progress we are seeing and believe PLAYSTUDIOS is becoming a simpler, sharper, and more growth-oriented company.”
First Quarter Financial Highlights
•Revenue was $58.4 million during the first quarter of 2026, compared to $62.7 million during the first quarter of 2025.
•Net loss was $10.7 million during the first quarter of 2026, representing a net loss margin of 18.3%, compared to net loss of $2.9 million during the first quarter of 2025, representing a net loss margin of 4.6%.
•Consolidated AEBITDA, a non-GAAP financial measure defined below, was $3.6 million during the first quarter of 2026, representing a margin of 6.1%, compared to $12.5 million during the first quarter of 2025, representing a margin of 19.9%.
•User acquisition expense increased $6.5 million during the first quarter of 2026 compared to the first quarter of 2025, attributed to the investments in our growth initiatives, net of savings in the core business.
•Direct-to-consumer revenue was $12.4 million during the first quarter of 2026, compared to $5.0 million during the first quarter of 2025, representing an increase of 150%.
•Average DAU was 2.1 million, Average MAU was 9.4 million, and ARPDAU was $0.31 during the first quarter of 2026.
•Players purchased approximately 169,000 rewards with a retail value of $15 million through the playAWARDS platform during the first quarter of 2026.
•Cash and cash equivalents were $103.7 million as of March 31, 2026.
Management Commentary Snapshot
•Legacy social casino revenue remained under pressure, consistent with broader category softness and the challenges facing many of the scaled publishers.
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•Direct-to-consumer revenue continued to grow and represented a significantly larger percentage of total IAP revenue, supporting improved platform economics and reinforcing the importance of owned-channel monetization.
•The Company continues to manage its core portfolio for contribution, margin, and cash generation while selectively investing in initiatives intended to restore growth.
•Tetris Block Party remains one of the Company’s primary growth priorities, with encouraging monetization, engagement, and payback characteristics.
•The Win Zone continues to improve across key operating metrics, supported by product, segmentation, and monetization enhancements.
•POP! Slots sweepstakes integration remains targeted for late Q22026.
•Renewal is expected to generate an additional $33 million to $39 million of annualized savings once fully implemented.
•The Company intends to adopt a Rule 10b5-1 trading plan and repurchase shares under its remaining authorization.
Market and Operating Update
The consumer gaming market remains challenging and less predictable. Across the mobile gaming ecosystem, publishers continue to operate in a more difficult user acquisition environment, as the adoption of more
Mar 16, 2026
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Exhibit 99.1
Fourth Quarter 2025 Revenue of $55.4 million
Full Year Revenue of $235.1 million
Continued Execution on Cost Reduction Initiatives and Strategic Investments in Sweepstakes and Casual Puzzle Growth Opportunities
LAS VEGAS, Nevada – March 16, 2026 – PLAYSTUDIOS, Inc. (Nasdaq: MYPS) (“PLAYSTUDIOS” or the “Company”), a developer and publisher of free-to-play mobile and social games and the creator of the playAWARDS loyalty platform, today announced financial results for the fourth quarter and full year ended December 31, 2025.
Management Commentary Snapshot
•Legacy portfolio continues to face industry-wide pressure, particularly in social casino.
•Reinvention program delivered approximately $29.0 million of annualized operating expense cost savings.
•Second stage of Reinvention program initiated, and is expected to generate $33.0 million to $39.0 million of additional annualized savings from further operating expense, marketing, and cost of sales initiatives.
•Tetris Block Party and playSWEEPS initiatives remain the Company’s primary growth priorities.
•The Win Zone is now live in all currently permissible jurisdictions.
•POP! Slots sweepstakes integration targeted for late Q2 2026.
“2025 was an important and consequential year for PLAYSTUDIOS,” said Andrew Pascal, Chairman and Chief Executive Officer of PLAYSTUDIOS. “While our financial results continued to reflect pressure on our legacy portfolio, we also took decisive actions to improve our cost structure, sharpen our strategic focus, and invest in what we believe are our most compelling future growth opportunities.”
Pascal continued, “The consumer gaming market remains challenging and less predictable than it once was. Mobile publishers across the industry have faced increasing difficulty acquiring and retaining players at scale in the wake of more restrictive platform data privacy policies, which have disrupted user acquisition economics. These market dynamics have affected both our social casino and casual portfolios, and much like others in social casino, we continue to experience period-over-period declines in our scaled legacy businesses.”
“Even so, our core portfolio continues to generate positive cash flow, and we are managing it accordingly, optimizing for efficiency, margin, and disciplined reinvestment. At the same time, we are positioning PLAYSTUDIOS to participate in two attractive and high-growth categories: social casino promotional sweepstakes and casual puzzle. We believe both of these opportunities can play an important role in restoring growth and increasing long-term shareholder value.”
Fourth Quarter Financial Highlights
•Revenue was $55.4 million during the fourth quarter of 2025, compared to $67.8 million during the fourth quarter of 2024.
•Net loss was $13.7 million during the fourth quarter of 2025, compared to a net loss of $22.4 million during the fourth quarter of 2024.
•Consolidated AEBITDA, a non-GAAP financial measure defined below, was $5.1 million during the fourth quarter of 2025, compared to $12.5 million during the fourth quarter of 2024.
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•Consolidated AEBITDA Margins were 9.3% in the quarter, a 910 basis point decrease versus the fourth quarter of 2024.
•KPIs playGAMES. During the fourth quarter of 2024, PLAYSTUDIOS had Average DAU and Average MAU of 2.0 million and 8.5 million, respectively. ARPDAU was $0.30.
•Direct to Consumer revenue was $8.3 million during the fourth quarter, compared to $4.7 million during the fourth quarter of 2024, representing an increase of 76.7%.
•KPIs playAWARDS. During the fourth quarter of 2025, players purchased 169,000 rewards with a retail value of $15.0 million.
•Liquidity. As of December 31, 2025, cash and cash equivalents on the balance sheet was $104.9 million.
•Shares outstanding. As of December 31, 2025, the Company had 126.5 million shares of common stock outstanding.
Full Year 2025 Financial Highlights
•Revenue was $235.1 million during 2025, compared to $289.4 million in prior year.
•Net loss was $28.6 million during 2025, compared to a net loss of $28.7 million in prior year.
•Consolidated AEBITDA, was $35.6 million during 2025, compared to $56.5 million in prior year.
•Consolidated AEBITDA Margins were 15.1% during 2025, compared to 19.5% in prior year.
•KPIs playGAMES. During 2025, PLAYSTUDIOS had Average DAU and Average MAU of 2.3 million and 9.9 million, respectively. ARPDAU was $0.28.
•Direct to Consumer revenue was $27.6 million during 2025, compared to $15.5 million during 2024, representing an increase of 78.7%.
•KPIs playAWARDS. During 2025, players purchased 0.9 million rewards with a retail value of $59 million.
Strategic and Operating Update
During 2025, PLAYSTUDIOS continued to navigate a difficult operating backdrop for mobile gaming. Across the sector, publishers have been contendin
Nov 3, 2025
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Exhibit 99.1
Third Quarter Revenue of $57.6 million and Net loss of $9.1 million
Consolidated AEBITDA of $7.2 million
Las Vegas, Nevada – November 3, 2025 – PLAYSTUDIOS, Inc. (NASDAQ: MYPS) (“PLAYSTUDIOS” or the “Company”) today announced financial results for the third quarter ended September 30, 2025.
Third Quarter Financial Highlights
•Revenue was $57.6 million during the third quarter of 2025, compared to $71.2 million during the third quarter of 2024.
•Net loss was $9.1 million during the third quarter of 2025, representing a net loss margin of 15.8%, compared to net loss of $3.1 million during the third quarter of 2024, representing a net loss margin of 4.3%.
•Consolidated AEBITDA, a non-GAAP financial measure defined below, was $7.2 million during the third quarter of 2025, representing a margin of 12.6%, compared to $14.6 million during the third quarter of 2024, representing a margin of 20.5%.
•Direct-to-consumer revenue was $7.7 million during the third quarter of 2025, compared to $5.2 million during the third quarter of 2024, representing an increase of 48%.
•Liquidity. As of September 30, 2025, cash and cash equivalents on the balance sheet was $106.3 million. PLAYSTUDIOS’ $81 million revolving credit facility remains undrawn.
Andrew Pascal, Chairman and Chief Executive Officer of PLAYSTUDIOS, commented, “While our core social casino business continues to encounter meaningful market headwinds, we remain focused and committed to our strategic priorities. We're seeing growing traction in our direct-to-consumer channel, continued progress with the development of our sweepstakes initiative, and promising early momentum in Tetris Block Party. Together, these signals validate our direction and bolster our confidence in the future. We are intensely focused on stabilizing the business, while we also build the capabilities we believe will fuel the next phase of growth in the quarters ahead.”
Selected Operational Metrics and Recent Business Highlights
•KPIs playGAMES: During the third quarter of 2025, PLAYSTUDIOS had Average DAU and Average MAU of 2.2 million and 9.5 million, respectively, and ARPDAU was $0.28.
•KPIs playAWARDS: During the third quarter of 2025, players purchased 202,666 rewards with a retail value of $15 million.
•Soft launch of Tetris Block Party.
•Launched The Win Zone (beta) into several available markets nationwide.
•Expanded direct-to-consumer monetization progress.
•Successfully completed the second annual myVIP World Tournament of Slots.
Financial Outlook
Given the magnitude of the more recent softness in player activity and monetization, the Company now expects full-year results for both net revenue and Consolidated Adjusted EBITDA to fall below the low end of the previously provided guidance ranges.
We have not provided the most directly comparable GAAP measure for our Consolidated AEBITDA outlook because certain items that are part of the projected non-GAAP financial measure are outside of our control or cannot be reasonably estimated without unreasonable effort.
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Conference Call Details
PLAYSTUDIOS will host a conference call at 5:00 p.m. Eastern Time today, which will include a brief discussion of the results followed by a question and answer session.
The call will be accessible via the Internet through https://ir.playstudios.com or by calling (866) 405-1203 or (201) 689-8432.
A replay of the call will be archived at https://ir.playstudios.com.
Summary Operating Results
Three Months Ended September 30,Nine Months Ended September 30,
(in thousands, except percentages)2025202420252024
Net revenues$57,648 $71,229 $179,695 $221,647
Total operating costs and expenses65,514 76,007 193,789 232,091
Loss from operations(7,866)(4,778)(14,094)(10,444)
Net loss(9,118)(3,097)(14,946)(6,275)
Consolidated AEBITDA7,245 14,623 30,446 44,075
Net loss margin(15.8)%(4.3)%(8.3)%(2.8)%
Consolidated AEBITDA margin12.6 %20.5 %16.9 %19.9 %
About PLAYSTUDIOS, Inc.
PLAYSTUDIOS (Nasdaq: MYPS), creator of the groundbreaking myVIP loyalty program, is a publisher and developer of award-winning mobile games, including the iconic Tetris® mobile app, Solitaire, Spider Solitaire, Sudoku, and its casino-style games such as Pop! Slots, myVEGAS Slots, myVEGAS Blackjack, myKONAMI Slots, and myVEGAS Bingo. The myVIP loyalty platform offers its members the richest rewards in gaming and enables them to earn real-world rewards from a global collection of iconic hospitality, entertainment, and leisure brands. playAWARDS partners include Wolfgang Puck, Norwegian Cruise Line, Resorts World, IHG, Bowlero, Gray Line Tours, and Hippodrome Casino, among others. Founded by a team of veteran gaming, hospitality, and technology entrepreneurs, PLAYSTUDIOS apps combine the best elements of popular casual games with compelling real-world benefits. To learn more about PLAYSTUDIOS,
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