PLTK

EX-99.1

2 a2026q3ex991-earningsrelea.htm

EX-99.1

Document

Exhibit 99.1

Playtika Holding Corp. Reports Q3 2026 Financial Results

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 - November 5, 2026 - Playtika Holding Corp. (NASDAQ: PLTK) today released financial results for its third quarter for the period ending September 30, 2026.

Conclusion of Strategic Review

Playtika’s Board of Directors has concluded its review of strategic alternatives and determined that Playtika will continue to operate as an independent, publicly traded company. The Board believes this path best positions the company to create long-term value for shareholders.

Financial Highlights

•Revenue of $673.8 million decreased (7.8)% sequentially and (0.1)% year over year.

•DTC platforms revenue of $275.1 million decreased (4.1)% sequentially and increased 31.4% year over year.

•Net Income of $40.4 million and Adjusted Net Income of $120.7 million.

•Adjusted EBITDA of $252.1 million increased 22.3% sequentially and 15.9% year over year.

•Cash, cash equivalents, and short-term investments totaled $594.6 million as of September 30, 2026.

“With the strategic review complete, we are moving forward as an independent company. Our third quarter reflects what makes Playtika durable: loyal players and games built to last,” said Robert Antokol, Chief Executive Officer. “SuperPlay continued to deliver strong year-over-year growth, with Disney Solitaire up 88%, and June’s Journey grew double digits in its ninth year. These results show the resilience of our portfolio.”

“We set a plan for 2026, and we are delivering on it. In the third quarter, marketing stepped down as planned, Adjusted EBITDA margin expanded to 37.4%, and we delivered record quarterly Adjusted EBITDA of $252.1 million, alongside net income of $40.4 million and adjusted net income of $120.7 million,” said Tae Lee, Chief Financial Officer. “We intend to build on that discipline by strengthening our balance sheet.”

Selected Operational Metrics and Business Highlights

•Average Daily Paying Users of 333K decreased (9.3)% sequentially and (5.9)% year over year.

•Average Payer Conversion of 4.7%, up from 4.6% in Q2 2026 and 4.3% in Q3 2025.

•Bingo Blitz revenue of $133.0 million decreased (8.3)% sequentially and (18.2)% year over year.

•Disney Solitaire revenue of $111.2 million decreased (21.9)% sequentially and increased 88.4% year over year.

•June’s Journey revenue of $76.6 million increased 2.4% sequentially and 12.1% year over year.

Financial Outlook

We are reaffirming our full-year revenue range of $2.75 to $2.85 billion and Adjusted EBITDA range of $750 to $790 million, and we now expect to land around the midpoint of both ranges.

Conference Call

Playtika management will host a conference call at 5:30 a.m. Pacific Time (8:30 a.m. Eastern Time) today to discuss the company’s results. The conference call can be accessed via a webcast accessible at investors.playtika.com. A replay of the call will be available through the website one hour following the call and will be archived for one year.

Summary Operating Results of Playtika Holding Corp.

Three months ended September 30,Nine months ended September 30,

(in millions, except percentages, Average DPUs, and ARPDAU)2026202520262025

Revenues$673.8 $674.6 $2,149.6 $2,076.6

Total costs and expenses$557.6 $576.2 $1,948.4 $1,800.7

Operating income$116.2 $98.4 $201.2 $275.9

Net income$40.4 $39.1 $30.9 $102.9

Adjusted EBITDA$252.1 $217.5 $583.4 $551.8

Net income margin6.0 %5.8 %1.4 %5.0 %

Adjusted EBITDA margin37.4 %32.2 %27.1 %26.6 %

Non-financial performance metrics

Average DAUs7.1 8.2 7.9 8.7

Average DPUs (in thousands)333 354 362 374

Average Daily Payer Conversion4.7 %4.3 %4.6 %4.3 %

ARPDAU$1.03 $0.89 $1.00 $0.88

Average MAUs21.5 26.4 25.5 29.4

About Playtika Holding Corp.

Playtika (NASDAQ: PLTK) is a mobile gaming entertainment and technology market leader with a portfolio of multiple game titles. Founded in 2010, Playtika was among the first to offer free-to-play social games on social networks and, shortly after, on mobile platforms. Headquartered in Herzliya, Israel, and guided by a mission to entertain the world through infinite ways to play, Playtika has employees across offices worldwide.

Forward Looking Information

This press release contains “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Section 21E of the Exchange Act. All statements other than statements of historical facts contained in this press release, including statements regarding our business strategy, plans and our objectives for future operations, are forward-looking statements. Further, statements that include words such as “anticipate,” “believe,” “continue,”

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