Revenue: As of FY2025 Q3, the actual value is USD 674.6 M, beating the estimate of USD 667.54 M.EPS: As of FY2025 Q3, the actual value is USD 0.11, missing the estimate of USD 0.146.EBIT: As of FY2025 Q3, the actual value is USD 98.4 M.<h3>Revenue</h3><ul><li>Total revenue for Q3 2025 was $674.6 million, a decrease of 3.1% sequentially but an increase of 8.7% year over year.</li><li>Direct-to-Consumer (DTC) revenue reached a record $209.3 million, increasing 19.0% sequentially and 20.0% year over year.</li></ul><h3>Operational Metrics</h3><ul><li>GAAP Net Income for Q3 2025 was $39.1 million, which increased 17.8% sequentially but decreased 0.5% year over year.</li><li>Adjusted Net Income was $65.8 million, showing a significant increase of 912.3% sequentially and 16.3% year over year.</li><li>Adjusted EBITDA was $217.5 million, up 30.2% sequentially and 10.3% year over year.</li><li>Operating income for Q3 2025 was $98.4 million, compared to $97.5 million in Q3 2024.</li></ul><h3>Cash Flow</h3><ul><li>Cash flows from operating activities for the nine months ended September 30, 2025, were $281.8 million, compared to $337.0 million for the same period in 2024.</li><li>Free Cash Flow for the nine months ended September 30, 2025, was $217.9 million, down from $268.3 million in the same period in 2024.</li></ul><h3>Unique Metrics</h3><ul><li>Average Daily Paying Users (DPUs) were 354K, a decrease of 6.3% sequentially but an increase of 17.6% year over year.</li><li>Average Payer Conversion was 4.3%, up from 4.0% in Q3 2024 and consistent with Q2 2025.</li></ul><h3>Outlook / Guidance</h3><ul><li>Playtika reaffirms its guidance of revenue between $2.70 and $2.75 billion and maintains its Adjusted EBITDA between $715 and $740 million for the year.</li><li>The company expects liquidity to continue improving with Free Cash Flow generation.</li><li>The extension of the maturity date of the Revolving Credit Facility to September 2027 is subject to certain conditions, including regulatory approval in China.</li></ul>

Playtika | 8-K: FY2025 Q3 Revenue Beats Estimate at USD 674.6 M