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PLAYSTUDIOS, Inc. (MYPS) Form 8-K — Aug 11, 2026

$MYPSForm 8-KItems 2.02, 9.01Filed Aug 11, 2026, 2:36 PM ET0001823878-26-000055Original filing

PLAYSTUDIOS reported Q2 2026 revenue of $55.0 million, down from $59.3 million a year earlier, with net loss widening to $13.3 million from $2.9 million and Consolidated AEBITDA falling to $7.3 million from $10.7 million. Management attributed the deterioration to persistent secular pressure on its legacy social casino portfolio. Growth initiatives are faltering: Tetris Block Party's DAU slowed to roughly 123,000 by June 2026 and The Win Zone performed below expectations, prompting the company to reassess the scale and duration of investment in Tetris Block Party and playSWEEPS. PLAYSTUDIOS is not providing formal financial guidance at this time.

Key figures

Revenue
54992000
Revenue Yoy
-7.3%
Total Assets
271139000
Cash Position
102669000
Arpdau
$0.32
Avg DAU
1.9 million (down 18.9% YoY)
Avg MAU
7.8 million (down 22.4% YoY)
Studios Closed
4 of 9
Dtc Revenue Growth
119.8% YoY
Dtc Revenue Q22026
14691000
Aebitda Margin Q22026
13.3%
Positions Eliminated
177
Renewal Savings Target
$33.0-$39.0 million annualized
Consolidated AEBITDAQ22025
10714000
Consolidated AEBITDAQ22026
7303000
Restructuring Expense Q22026
4789000
Tetris Block Party DAUJune2026
approximately 123,000
Reinvention Annualized Savings
29000000
Remaining Buyback Authorization
38500000
Third Party Platform Virtual Currency Revenue Change
-32.6% YoY

Price after filing

1 day: -20.0%7 days: -27.2%30 days: -30.8%

Close on the filing date to close N calendar days later (from $0.70). Historical, not a forecast.

AI analysis

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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.