PLTK: Revenue up 5% YoY, EBITDA margin 28.2%, D2C at 39.3%; guidance at lower end on soft demand
Quartr·- Playtika reported Q2 2026 revenue of $731.1M, representing a 5% year-over-year increase, alongside an adjusted EBITDA margin of 28.2% driven by reduced marketing spend. - The period featured surging direct-to-consumer revenue, strong growth in Disney Solitaire, and reaffirmed financial guidance. - The company expects to finish at the lower end of its guidance range due to softer consumer demand.Playtika Q2 2026 Earnings: DTC Revenue Rises 63% While Margins Expand
TradingKey·- Playtika reported Q2 2026 revenue of $731.1 million, representing a 5.0% year-over-year increase, alongside a diluted EPS rise to $0.13. - Adjusted EBITDA grew 23.4% to $206.1 million with margin expansion to 28.2%, driven by lower marketing investment and DTC platform growth. - Management reaffirmed full-year 2026 guidance while expecting results to trend toward the lower end due to cautious consumer spending and a contracting player base.