Playtika Holding Corp. · NASDAQ:PLTK
Playtika — Q2 2026 Earnings Presentation
13 slides from Playtika's earnings presentation, Aug 6, 2026
Slide 1: Playtika Holding Corp. Second Quarter 2026 Results
PLAYTIKA HOLDING CORP. Second Quarter 2026 Results Aug 6, 2026
Slide 2: Legal Disclaimer: Forward-Looking Statements
LEGAL DISCLAIMER Forward-Looking Statements This presentation 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 prese nt
Slide 3: Q2 Financial Highlights
Q2 FINANCIAL HIGHLIGHTS Revenue of $731.1 million, Net Income of $48.0 million, Adjusted Net Income of $53.6 million, and Adjusted EBITDA of $206.1 million. Revenue decreased (1.8%) sequentially and increased 5.0% year over year. Adjusted Net Income increased 294.1% sequentially and 724.6% year over
Slide 4: Q2 Business Highlights
Q2 BUSINESS HIGHLIGHTS Average Daily Paying Users of 367K decreased (5.2)% sequentially and (2.9)% year over year. Average Payer Conversion of 4.6%, up from 4.3% in Q2 2025 and 4.5% in Q1 2026. Bingo Blitz revenue of $145.1 million decreased (5.6)% sequentially and (9.5)% year over year. Disney Soli
Slide 5: Quarterly Revenue by Platform
QUARTERLY REVENUE BY PLATFORM Total Revenue Direct-to-Consumer Platforms Revenue Third-Party Platforms Revenue +5.0% +63.1% (14.6)% Note: USD in millions. See appendix for definitions of Direct-to-Consumer Platforms. 5
Slide 6: Selected Quarterly Financials
SELECTED QUARTERLY FINANCIALS Net Income Adjusted EBITDA and Margin +44.6% +23.4% Note: USD in millions. See appendix for definitions of Adjusted EBITDA. Adjusted EBITDA is a non-gaap measure, see reconciliation on slides 11 and 12. 6
Slide 7: Quarterly KPI Trends
QUARTERLY KPI TRENDS Average Daily Paying Users (in millions) Average Daily Active Users (in millions) (2.9)% (9.1)% Average Revenue per Daily Active User +16.1% Average Payer Conversion +30bps Note: See appendix for definitions of Average Daily Paying Users, Average Daily Active Users, Average Reve
Slide 8: Revenue Contribution
REVENUE CONTRIBUTION Revenue Mix Revenue Mix (Casual and Social Casino) (DTC and 3rd Party Platforms) Note: See appendix for definitions of Casual Themed Games, Social Casino Themed Games, and Direct-to-Consumer Platforms. 8
Slide 9: Capital Structure Overview
CAPITAL STRUCTURE OVERVIEW Available Liquidity Debt Maturity Profile Capital Structure and (as of 06/30/26) (as of 06/30/26) Capital Allocation Approximately $1.0 billion in available liquidity. Liquidity is expected to continue to improve with Free Cash Flow generation Net LTM leverage of approxima
Slide 10: Appendix: Non-GAAP Financial Measure
APPENDIX Non-GAAP Financial Measure Adjusted EBITDA and Adjusted Net Income are non-GAAP financial measures and should not be construed as an alternative to net income as an indicator of operating performance, nor as an alternative to cash flow provided by operating activities as a measure of liquid
Slide 11: Appendix: Reconciliation of GAAP to Non-GAAP Measure
APPENDIX Reconciliation of GAAP to Non-GAAP Measure Three Months Ended, J u ne 30, 2025 September 30, 2025 December 31, 2025 March 31, 2026 J u ne 30, 2026 A djusted EBITDA Reconciliation Net Income (Loss) $ 33.2 $ 39.1 $ (309.3) $ (57.5) $ 48.0 Provision for income taxes 11.9 19.0 (7.9) (16.3) 20.5
Slide 12: Appendix: Reconciliation of GAAP to Non-GAAP Measure
APPENDIX Reconciliation of GAAP to Non-GAAP Measure J une 30, 2025 September 30, 2025 December 31, 2025 March 31, 2026 J une 30, 2026 Net Income Reconciliation Net Income (Loss) $ 33.2 $ 39.1 $ (309.3) $ (57.5) $48.0 Impairment charges 0.4 1.5 4.5 - 0.5 Contingent consideration (33.0) 30.8 394.1 95.
Slide 13: Appendix: Glossary of Key Terms
APPENDIX Glossary of Key Terms Average Revenue per Daily Active User: or “ARPDAU” means (i) the total revenue in a given period, (ii) divided by the number of days in that period, (iii) divided by the average Daily Active Users during that period. Daily Active Users: or “DAUs” means the number of in