PLAYSTUDIOS, Inc. (MYPS) Form 10-Q — Aug 11, 2026
PLAYSTUDIOS reported Q2 2026 net revenue of $55.0 million, down 7.3% year over year, with the net loss widening to $13.3 million ($0.10 per share) from $2.9 million ($0.02) a year earlier. Consolidated AEBITDA fell to $7.3 million from $10.7 million as virtual currency revenue dropped 12.7% on lower daily paying users. Engagement deteriorated sharply, with average DAU down 18.9% to 1.90 million and average MAU down 22.4% to 7.8 million, though direct-to-consumer revenue more than doubled to $14.7 million and advertising grew 10.7%. The company's 2026 Reorganization Plan cut roughly 27% of its workforce and drove $5.7 million of restructuring charges in the first half.
Key figures
- Revenue
- 54992000
- Total Debt
- 0
- Revenue Yoy
- -7.3%
- Total Assets
- 271139000
- Cash Position
- 102669000
- Goodwill
- 52222000
- Avg dau yoy
- -18.9%
- Avg mau yoy
- -22.4%
- Arpdau q2 2026
- 0.32
- Avg dau q2 2026
- 1903000
- Avg mau q2 2026
- 7796000
- Q2 2025 revenue
- 59338000
- Litigation accrual
- 4700000
- Stockholders equity
- 207696000
- Workforce reduction
- approximately 27%
- Net loss margin q2 2026
- -24.1%
- Amazon covenant judgment
- 201400000
- Amazon horn sub judgment
- 4300000
- Class a shares outstanding
- 103663613
- Class b shares outstanding
- 16457769
- Advertising revenue q2 2026
- 12316000
- Buyback remaining jun30 2026
- 38500000
- Consolidated aebitda h1 2025
- 23201000
- Consolidated aebitda h1 2026
- 10874000
- Consolidated aebitda q2 2025
- 10714000
- Consolidated aebitda q2 2026
- 7303000
- Subsequent buyback avg price
- 0.73
- Minimum guarantee obligations
- 19425000
- Restructuring charges h1 2026
- 9441000
- Expected restructuring charges
- $4.5 million to $7.0 million
- Net cash from operations h1 2026
- 9356000
- Buyback remaining after subsequent
- 35500000
- Direct to consumer revenue q2 2025
- 6683000
- Direct to consumer revenue q2 2026
- 14691000
- Pixode contingent consideration fv
- 8008000
- Pixode contingent consideration max
- 113500000
Price after filing
Close on the filing date to close N calendar days later (from $0.70). Historical, not a forecast.
AI analysis
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