Reported results
- Net revenue was $48.9 million during the third quarter of 2026, compared to $57.6 million during the third quarter of 2025.
- Net loss was $11.0 million (representing a net loss margin of 22.6%) during the third quarter of 2026, compared to a net loss of $9.1 million (net loss margin of 15.8%) during the third quarter of 2025.
- Consolidated AEBITDA, a non-GAAP financial measure, was $10.0 million (representing a margin of 20.4%) during the third quarter of 2026, compared to $7.2 million (margin of 12.6%) during the third quarter of 2025.
- Direct-to-consumer revenue was $16.0 million during the third quarter of 2026, compared to $7.7 million during the third quarter of 2025, representing an increase of 108%.
- Cash and cash equivalents were $95.9 million as of September 30, 2026.
Guidance
- The Company is raising and narrowing its target for annualized savings under its Renewal program to $37.0 million to $39.0 million.
- Due to ongoing pressure within the broader social casino market, PLAYSTUDIOS is not providing formal financial guidance at this time.
Notes
During the third quarter of 2026, the Company made decisions to discontinue Tetris Block Party and The Win Zone, recognizing a non-cash impairment charge of $6.7 million and an impairment to goodwill of $9.2 million.
Price and volatility reaction
Source
The figures above come from the earnings release the company filed with the SEC on 2026-11-05 (8-K, Item 2.02). Read the original filing on sec.gov.
