MYPS
PLAYSTUDIOS, Inc.0.6547
-0.0112-1.68%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
82.56MP/E (TTM)
-Basic EPS (TTM)
-0.29Dividend Yield
0%Recent Filings
8-K
PSU forfeiture, new grants issued
PLAYSTUDIOS forfeited 2025 PSUs for CEO Andrew Pascal, COO Robert Oseland, CFO Scott Peterson, and General Counsel Joel Agena after missing FY2025 financial targets. On March 12, 2026, the Compensation Committee granted new PSUs—625,000 to Pascal, 250,000 to Peterson, 233,333 to Oseland, 125,000 to Agena—vesting post-FY2026 certification if targets hit, settling around March 15, 2027. Leaders stay hungry. Vesting demands continued service and performance.
8-K
27% workforce cut, savings ahead
PLAYSTUDIOS launched a reorganization plan on March 10, 2026, cutting its global workforce by 27% to boost efficiency, expecting $4.5-$7M charges mostly in Q1 2026. This second Reinvention stage targets $33-$39M additional annualized savings via studio closures and cost cuts, while legacy revenue fell to $55.4M in Q4 2025 from $67.8M. Savings fuel Tetris Block Party and playSWEEPS growth.
10-K
FY2025 results
PLAYSTUDIOS posted FY2025 revenue of $235M, down 19% y/y, with playGAMES at $234M reflecting 26% fewer average DAUs (2.3M) and 21% fewer DPUs while ARPDAU edged up 8% to $0.28. Q4 momentum faltered as social casino faced sweepstakes pressure, yet Tetris Block Party launched December 2025 and casual titles held steady; margins compressed to 25% AEBITDA from 29%. Cash burned to $105M amid $17M capex, but $81M revolver remains untapped. No annual guidance issued. Declining DAUs threaten momentum.
8-K
Nasdaq bid price deficiency notice
PLAYSTUDIOS received a Nasdaq notice on November 5, 2025, for failing to maintain a $1.00 minimum bid price over 30 business days, violating Listing Rule 5450(a)(1). Shares continue trading as MYPS on the Global Market with 180 days until May 4, 2026, to hit $1.00 for 10 straight days. No immediate delisting. Reverse split looms if needed.
10-Q
Q3 FY2025 results
PLAYSTUDIOS revenue fell 19.1% y/y to $57.6M in Q3 ended September 30, 2025, with playGAMES at $57.4M (down 19.4% y/y, derived), driven by lower DAU and DPU yet ARPDAU up 7.7% y/y to $0.28 (derived). Operating loss widened to $7.9M from $4.8M y/y, but cost discipline trimmed expenses 13.8% y/y while gross margin held at 23.6%. Cash generated $22.6M YTD from operations minus $12.7M capex for FCF $9.9M (derived), ending with $106.3M cash and $81M revolver available, no debt drawn. Pixode assets closed July 2024 for $3.5M cash plus up to $113.5M contingent on milestones, adding $5.1M goodwill. Ongoing gambling lawsuits pose regulatory risk.
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