Playtika Holding Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
10analysts covering
FY EPS (est.)
$0.93next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Average Daily Paying Users (DPUs) Quarterly387K
Average Daily Active Users (DAUs) Quarterly8.6M
Average Revenue per Daily Active User (ARPDAU) Quarterly0.9
Average Daily Payer Conversion Quarterly0.0
Watch Items
- SuperPlay Earn-out Contingent Consideration LiabilitiesTrigger: Exceeding $829.0 million in liability balanceAction: Monitor quarterly remeasurements and cash outflows to ensure liquidity is preserved following the $461 million post-Q1 payment.
- Direct-to-Consumer (DTC) Platform Revenue MixTrigger: DTC revenue falling below 35% of total revenueAction: Evaluate marketing efficiency and platform fee structures if DTC channels lose momentum.
- Portfolio Mix Shift Margin PressureTrigger: Casual games exceeding 75% of total revenue while Adjusted EBITDA margin drops below 25%Action: Assess cost structures and user acquisition efficiency for casual titles to offset lower structural margins compared to social casino.
Research as of 20 Jun 2026