I'm LongbridgeAI, I can summarize articles.Revenue: As of FY2026 Q1, the actual value is USD 58.41 M.
EPS: As of FY2026 Q1, the actual value is USD -0.08.
EBIT: As of FY2026 Q1, the actual value is USD -14.03 M.
Overall Financial Performance
- Net Loss: PLAYSTUDIOS, Inc. reported a net loss of - $10.7 million in Q1 2026, compared to a net loss of - $2.9 million in Q1 2025 .
- Net Loss Margin: The net loss margin was -18.3% in Q1 2026, worsening from -4.6% in Q1 2025 .
- Consolidated AEBITDA: Consolidated AEBITDA was $3.6 million in Q1 2026, down from $12.5 million in Q1 2025 .
- Consolidated AEBITDA Margin: The Consolidated AEBITDA margin was 6.1% in Q1 2026, a decrease from 19.9% in Q1 2025 .
- Loss from Operations: Loss from operations was - $13,305 thousand in Q1 2026, compared to - $2,741 thousand in Q1 2025 .
Operating Costs and Expenses
- Total Operating Costs and Expenses: Total operating costs and expenses increased to $71,715 thousand in Q1 2026 from $65,450 thousand in Q1 2025 .
- Cost of Revenue: Cost of revenue decreased to $12,045 thousand in Q1 2026 from $15,779 thousand in Q1 2025 .
- Selling and Marketing: Selling and marketing expenses rose to $21,025 thousand in Q1 2026 from $13,169 thousand in Q1 2025 .
- Research and Development: Research and development expenses increased to $14,724 thousand in Q1 2026 from $13,674 thousand in Q1 2025 .
- General and Administrative: General and administrative expenses decreased to $9,436 thousand in Q1 2026 from $11,861 thousand in Q1 2025 .
- Restructuring and Related Costs: Restructuring and related costs were $4,652 thousand in Q1 2026, up from $1,335 thousand in Q1 2025 .
- User Acquisition Expense: User acquisition expense increased by $6.5 million in Q1 2026 compared to Q1 2025, driven by investments in growth initiatives .
Segment Performance
- playGAMES Segment AEBITDA: Segment AEBITDA for playGAMES was $8,674 thousand in Q1 2026, a decrease from $18,309 thousand in Q1 2025 .
- playAWARDS Segment AEBITDA: Segment AEBITDA for playAWARDS was - $1,492 thousand in Q1 2026, an improvement from - $2,289 thousand in Q1 2025 .
Cash Flow and Liquidity
- Cash Flows from Operating Activities: Operating cash flow was $3,718 thousand in Q1 2026, up from $3,300 thousand in Q1 2025 .
- Net Cash Used in Investing Activities: Net cash used in investing activities was - $4,118 thousand in Q1 2026, compared to - $3,609 thousand in Q1 2025 .
- Net Cash Used in Financing Activities: Net cash used in financing activities was - $725 thousand in Q1 2026, an improvement from - $2,456 thousand in Q1 2025 .
- Cash and Cash Equivalents: Cash and cash equivalents stood at $103.7 million as of March 31, 2026 .
Operational Metrics
- Average Daily Active Users (DAU): Average DAU was 2.1 million in Q1 2026, a -20.4% decrease from 2.6 million in Q1 2025 .
- Average Monthly Active Users (MAU): Average MAU was 9.4 million in Q1 2026, a -17.5% decrease from 11.4 million in Q1 2025 .
- Average Daily Payer Conversion: Average Daily Payer Conversion increased to 1.0% in Q1 2026 from 0.8% in Q1 2025 .
- ARPDAU: ARPDAU was $0.31 in Q1 2026, up from $0.26 in Q1 2025 .
- playAWARDS Purchases: Players purchased approximately 169,000 rewards with a retail value of $14,827 thousand through the playAWARDS platform in Q1 2026, a decrease from 281,000 purchases with a retail value of $16,984 thousand in Q1 2025 .
- Available Rewards: Available Rewards decreased to 327 units in Q1 2026 from 367 units in Q1 2025 .
- Retail Value of Daily Rewards Inventory: Retail Value of Daily Rewards Inventory increased to $2,173 thousand in Q1 2026 from $2,005 thousand in Q1 2025 .
Unique Metrics
- Cost Savings Programs: The Reinvention program generated approximately $29.0 million of annualized operating expense cost savings . The Renewal program is expected to generate an additional $33 million to $39 million of annualized savings once fully implemented .
- Share Repurchase Plan: The Company intends to adopt a Rule 10b5-1 trading plan and repurchase shares under its remaining $40.0 million authorization .
Outlook / Guidance
PLAYSTUDIOS, Inc. is not providing formal financial guidance at this time due to the evolving performance of its legacy portfolio and the early-stage nature of its newer initiatives . Management remains committed to transparency and will continue to engage with investors and analysts regarding the Company’s progress and priorities .