I'm LongbridgeAI, I can summarize articles.Revenue: As of FY2025, the actual value is USD 235.1 M.
EPS: As of FY2025, the actual value is USD -0.23.
EBIT: As of FY2025, the actual value is USD -26.87 M.
Consolidated Financial Performance
Net Revenue
- Total Net Revenue: Decreased by $54,332 thousand (-18.8%) from $289,429 thousand in 2024 to $235,097 thousand in 2025.
- United States: Revenue decreased by $47,803 thousand (-19.6%) from $244,184 thousand in 2024 to $196,381 thousand in 2025.
- All other countries: Revenue decreased by $6,529 thousand (-14.4%) from $45,245 thousand in 2024 to $38,716 thousand in 2025.
Operating Expenses
- Total Operating Expenses: Decreased by $63,274 thousand (-19.6%) from $322,293 thousand in 2024 to $259,019 thousand in 2025.
- Cost of Revenue: Decreased by $15,249 thousand (-21.0%) from $72,716 thousand in 2024 to $57,467 thousand in 2025.
- Selling and Marketing: Decreased by $9,148 thousand (-14.2%) from $64,623 thousand in 2024 to $55,475 thousand in 2025.
- Research and Development: Decreased by $9,307 thousand (-13.8%) from $67,683 thousand in 2024 to $58,376 thousand in 2025.
- General and Administrative: Decreased by $262 thousand (-0.6%) from $46,121 thousand in 2024 to $45,859 thousand in 2025.
- Depreciation and Amortization: Decreased by $7,080 thousand (-15.6%) from $45,440 thousand in 2024 to $38,360 thousand in 2025.
- Restructuring Expenses: Decreased by $22,228 thousand (-86.5%) from $25,710 thousand in 2024 to $3,482 thousand in 2025.
Operating Loss and Net Loss
- Operating Loss: Improved by $8,942 thousand (-27.2%) from -$32,864 thousand in 2024 to -$23,922 thousand in 2025.
- Net Loss: Improved by $48 thousand (-0.2%) from -$28,687 thousand in 2024 to -$28,639 thousand in 2025.
- Net Loss Margin: -12.2% in 2025 compared to -9.9% in 2024.
Adjusted EBITDA (AEBITDA)
- Consolidated AEBITDA: Decreased by $20,954 thousand (-37.1%) from $56,549 thousand in 2024 to $35,595 thousand in 2025.
- Consolidated AEBITDA Margin: Decreased from 19.5% in 2024 to 15.1% in 2025.
Segmented Financial and Operational Metrics
playGAMES Segment
- Net Revenue: Decreased by $55,278 thousand (-19.1%) from $289,367 thousand in 2024 to $234,089 thousand in 2025.
- Virtual Currency Revenue: Decreased by $40,496 thousand (-17.7%) from $228,877 thousand in 2024 to $188,381 thousand in 2025.
- Advertising Revenue: Decreased by $14,489 thousand (-24.1%) from $60,197 thousand in 2024 to $45,708 thousand in 2025.
- AEBITDA: Decreased by $26,433 thousand (-31.1%) from $85,074 thousand in 2024 to $58,641 thousand in 2025.
- AEBITDA Margin: Decreased from 29.4% in 2024 to 25.1% in 2025.
- Average Daily Active Users (DAU): Decreased by 795 thousand (-25.6%) from 3,100 thousand in 2024 to 2,305 thousand in 2025.
- Average Monthly Active Users (MAU): Decreased by 3,255 thousand (-24.8%) from 13,120 thousand in 2024 to 9,865 thousand in 2025.
- Average Daily Paying Users (DPU): Decreased by 5 thousand (-20.8%) from 24 thousand in 2024 to 19 thousand in 2025.
- ARPDAU (Average Daily Revenue Per DAU): Increased by $0.02 (7.7%) from $0.26 in 2024 to $0.28 in 2025.
playAWARDS Segment
- Net Revenue: Increased by $946 thousand (1525.8%) from $62 thousand in 2024 to $1,008 thousand in 2025.
- Virtual Currency Revenue: Increased by $932 thousand (1725.9%) from $54 thousand in 2024 to $986 thousand in 2025.
- Other Revenue: Increased by $14 thousand (175.0%) from $8 thousand in 2024 to $22 thousand in 2025.
- AEBITDA: Improved by $5,010 thousand (-36.5%) from -$13,710 thousand in 2024 to -$8,700 thousand in 2025.
- Available Rewards (in units): Decreased by 175 units (-33.3%) from 525 in 2024 to 350 in 2025.
- Purchases (in units): Decreased by 920 units (-51.9%) from 1,772 in 2024 to 852 in 2025.
- Retail Value of Purchases: Decreased by $54,763 thousand (-48.0%) from $114,135 thousand in 2024 to $59,372 thousand in 2025.
Cash Flow
- Net Cash Provided by Operating Activities: Decreased from $45,740 thousand in 2024 to $26,340 thousand in 2025.
- Net Cash Used in Investing Activities: Decreased from -$26,294 thousand in 2024 to -$16,902 thousand in 2025.
- Net Cash Used in Financing Activities: Decreased from -$41,913 thousand in 2024 to -$14,907 thousand in 2025.
Outlook / Guidance
PLAYSTUDIOS, Inc. expects its existing cash, cash equivalents, operating cash flow, and available borrowing capacity to fund operations and capital expenditures for at least the next twelve months. The company plans significant investments to support business growth, potentially requiring additional funds for new game development, infrastructure, or strategic acquisitions. However, there is no guarantee that additional financing would be available on favorable terms, or at all, if needed.