Key insights
8 slides
Top line
Q2 2025 revenues increased to $696.0 million from $627.0 million.
Playtika's Q2 2025 revenues increased to $696.0 million from $627.0 million in Q2 2024. Six-month revenues rose to $1,402.0 million from $1,278.2 million year-over-year.
Bottom line
Q2 2025 net income decreased to $33.2 million from $86.6 million.
Net income for Q2 2025 decreased to $33.2 million from $86.6 million in Q2 2024. Six-month net income dropped to $63.8 million from $139.6 million.
Operating result
Q2 2025 operating income was $109.7 million, down from $140.7 million.
Operating income declined, with Q2 2025 at $109.7 million compared to $140.7 million in Q2 2024. Six-month operating income was $177.5 million versus $238.8 million.
Marketing spend
Sales and marketing expenses increased to $257.7 million in Q2 2025.
Sales and marketing expenses significantly increased to $257.7 million in Q2 2025 from $169.4 million in Q2 2024. For the six months ended June 30, 2025, they reached $529.5 million from $359.8 million.
Engagement metrics
Average DAUs grew to 8.8 million and payer conversion improved to 4.3%.
Average Daily Active Users grew to 8.8 million in Q2 2025 from 8.1 million in Q2 2024. Average Daily Payer Conversion improved to 4.3% from 3.7% in the same periods.
Legal exposure
Playtika faces pre-arbitration notices and potential class-action lawsuits.
The company faces multiple pre-arbitration notices and potential class-action lawsuits regarding claims that its games are unlawful and involve unfair practices. Notices were received as recently as July and August 2025.
Cash returned
Playtika paid $74.9 million in dividends and spent $10.9 million on buybacks.
The company paid dividends of $74.9 million in the first six months of 2025, an increase from $37.1 million in the same period of 2024. It also spent $10.9 million on share buybacks.
What it means
Revenue and user growth coexist with lower profitability and legal risk.
Q2 2025 revenues and DAUs increased while net income and operating income decreased.
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Summary
SEC 10-Q filing for Playtika, filed 2025-08-07.
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