Revenue: As of FY2026 Q1, the actual value is USD 744.7 M, beating the estimate of USD 694.65 M.EPS: As of FY2026 Q1, the actual value is USD -0.15, missing the estimate of USD 0.081.EBIT: As of FY2026 Q1, the actual value is USD -49.6 M.<h4>Revenue</h4>Total revenue for Playtika Holding Corp. was $744.7 million for Q1 2026, marking a 5.5% year-over-year increase compared to $706.0 million for Q1 2025, and a 9.7% sequential increase . Direct-to-Consumer (DTC) platforms revenue reached a record $291.8 million, showing a 16.7% sequential increase and a 62.8% year-over-year increase .<h4>Net Income (Loss) and Adjusted Net Income</h4>Playtika Holding Corp. reported a Net Loss of -$57.5 million for Q1 2026, compared to a Net Income of $30.6 million for Q1 2025 . This Net Loss reflects a non-cash impact from contingent consideration remeasurement related to the SuperPlay acquisition earnout payment . The Net Loss margin was -7.7% in Q1 2026, compared to -45.6% in Q4 2025 and a Net Income margin of 4.3% in Q1 2025 . Adjusted Net Income was $13.6 million for Q1 2026, which decreased by -84.7% sequentially and -62.4% year-over-year, compared to $36.2 million for Q1 2025 . The Adjusted Net Income margin was 1.8%, down from 13.1% in Q4 2025 and 5.1% in Q1 2025 .<h4>Adjusted EBITDA</h4>Adjusted EBITDA was $125.2 million for Q1 2026, decreasing -37.8% sequentially and -25.2% year-over-year . The Adjusted EBITDA margin was 16.8% for Q1 2026, down from 29.7% in Q4 2025 and 23.7% for Q1 2025 .<h4>Operating Income (Loss) and Costs</h4>Operating loss was -$49.6 million for Q1 2026, compared to an operating income of $67.8 million for Q1 2025 . Total costs and expenses were $794.3 million for Q1 2026, up from $638.2 million for Q1 2025 . Cost of revenue decreased to $192.2 million in Q1 2026 from $197.4 million in Q1 2025 . Research and development expenses were $98.0 million in Q1 2026, down from $103.8 million in Q1 2025 . Sales and marketing expenses increased to $360.6 million in Q1 2026 from $271.8 million in Q1 2025 . General and administrative expenses significantly increased to $143.5 million in Q1 2026 from $65.2 million in Q1 2025 .<h4>Cash Flow</h4>Cash flows from operating activities were $22.8 million for Q1 2026, up from $18.8 million for Q1 2025 . Free Cash Flow was $2.6 million for Q1 2026, compared to -$6.5 million for Q1 2025 . Net cash provided by investing activities was $115.5 million for Q1 2026, compared to net cash used in investing activities of -$105.1 million for Q1 2025 . Net cash used in financing activities was -$43.6 million for Q1 2026, compared to -$47.4 million for Q1 2025 . As of March 31, 2026, cash, cash equivalents, and short-term investments totaled $779.2 million . The company had approximately $1.3 billion in available liquidity, with pro forma liquidity of approximately $868 million after adjusting for $461 million in contingent considerations paid in late April 2026 . Net LTM leverage was approximately 2.9x .<h4>Balance Sheet Highlights</h4>As of March 31, 2026, cash and cash equivalents increased to $779.2 million from $684.2 million as of December 31, 2025 . Short-term investments decreased to $0 from $136.0 million . Total current assets were $1,068.9 million, slightly up from $1,063.9 million . Total assets were $3,686.9 million, down from $3,718.9 million . Total current liabilities decreased to $904.1 million from $967.9 million . Long-term debt was $2,375.4 million, slightly down from $2,378.0 million . Total liabilities increased to $4,150.0 million from $4,130.3 million . Total stockholders’ deficit was -$463.1 million, compared to -$411.4 million .<h4>Operational Metrics</h4>Average Daily Paying Users (DPUs) were 387 thousand in Q1 2026, representing an 8.4% sequential increase but a -0.8% year-over-year decrease . Average Payer Conversion was 4.5%, consistent with Q4 2025 and up from 4.3% in Q1 2025 . Average Daily Active Users (DAUs) were 8.6 million, down from 9.0 million . ARPDAU (Average Revenue Per Daily Active User) was $0.94, up from $0.87 . Average Monthly Active Users (MAUs) were 30.1 million, down from 31.8 million .<h4>Game-Specific Revenue</h4>Bingo Blitz revenue was $153.7 million in Q1 2026, decreasing -3.0% sequentially and -5.4% year-over-year . Disney Solitaire revenue increased significantly by 72.1% sequentially to $123.3 million . June’s Journey revenue was $76.0 million, increasing 8.7% sequentially and 10.4% year-over-year .<h4>Financial Outlook</h4>Playtika Holding Corp. is raising its full-year 2026 revenue guidance to $2.75 - $2.85 billion from the previous range of $2.70 - $2.80 billion . The company also increased its Adjusted EBITDA range to $750 - $790 million, up from $730 - $770 million, with the Adjusted EBITDA Margin now expected to be between 27.3% and 27.7% . Capital Expenditures guidance remains unchanged at $80 million .

Playtika | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 744.7 M