Playtika reports Q1 revenue up 5.5% to $744.7M, raises FY guidance despite EBITDA decline

Filed May 8, 2026 · Period ending May 7, 2026 · ~1 min read

Key Changes

• high

  Q1 revenue rose 5.5% YoY to $744.7M, driven by record DTC platform revenue of $291.8M (up 62.8% YoY). Net loss of $57.5M reflects $95M non-cash earnout remeasurement for SuperPlay acquisition. Adjusted EBITDA fell 25.2% to $125.2M on planned investments.

  Exhibit 99.1 verify on EDGAR →
• high

  Full-year 2026 revenue guidance raised to $2.75-$2.85B (from $2.70-$2.80B) and Adjusted EBITDA to $750-$790M (from $730-$770M), reflecting Q1 outperformance and SuperPlay tracking ahead of plan.

  Exhibit 99.1 verify on EDGAR →
• high

  DTC platform revenue surged 62.8% YoY, strategically important as DTC carries 3-4% payment fees versus 30% on third-party platforms like iOS and Google Play, improving unit economics.

  Exhibit 99.2 view on EDGAR →