MYPSNasdaqServices-Prepackaged SoftwareUS GAAP · USD

PLAYSTUDIOS, Inc.

PLAYSTUDIOS, Inc. develops and operates free-to-play mobile and social games, with a business model built around in-game virtual currency purchases and loyalty rewards. The company also operates the playAWARDS loyalty platform, including the consumer-facing myVIP program, which links game play to real-world and in-game rewards.

Kysy yhtiöstä
Liikevaihto235milj. USD
−18,8 %v/v
Liikevoitto (EBIT)−23,9milj. USD
+27,2 %v/v
EBIT-marginaali−10,2%
+1,2 %-yks.v/v
Nettotulos−28,6milj. USD
+0,2 %v/v
Vapaa kassavirta25,4milj. USD
−39,2 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−1000100200300400milj. USD2020: 270 milj. USD2020: EBIT 10 milj. USD20202021: 287 milj. USD2021: EBIT −3,0 milj. USD20212022: 290 milj. USD2022: EBIT −28 milj. USD20222023: 311 milj. USD2023: EBIT −10 milj. USD20232024: 289 milj. USD2024: EBIT −33 milj. USD20242025: 235 milj. USD2025: EBIT −24 milj. USD2025235−24
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: PLAYSTUDIOS, Inc.

Liiketoiminta

Osuus liikevaihdosta
playGAMES70 %

Mobile and social casino games monetized through virtual currency and player engagement.

playAWARDS30 %

Loyalty and rewards platform that ties game play to points, tiers, and rewards.

Tuotteet

Raportoitu · osuus liikevaihdosta
80,6%19,4%FY2025100 %
  • Virtual Currency80,6 %
  • Advertising19,4 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

PLAYSTUDIOS sells to consumers who play its mobile and social games, especially players who buy virtual currency and engage repeatedly over time. Its loyalty ecosystem is designed to attract and retain players by offering rewards, tiered benefits, and host services that deepen engagement. The business also depends on third-party platform ecosystems, since players transact through app stores and social platforms.

Paying mobile game players

Players who purchase virtual currency in-game to extend play and access features.

Non-paying and lapsed players

Users targeted with promotions, email, push, and cross-promotion to increase engagement and reactivation.

Loyalty program participants

Players in playAWARDS/myVIP who earn points and redeem rewards to stay active longer.

Strategia

PLAYSTUDIOS focuses on growing and retaining its player base by combining game content, loyalty rewards, and targeted marketing. It also seeks to improve monetization through virtual currency purchases while using the myVIP and playAWARDS ecosystem to extend player lifetime value.

Player acquisition and reactivationLyhyt aikaväli

The business depends on a steady flow of engaged users to sustain virtual currency sales and loyalty participation.

Loyalty ecosystem expansionKeskipitkä aikaväli

playAWARDS and myVIP are intended to increase retention and lifetime value by rewarding repeat play.

Content and feature developmentKeskipitkä aikaväli

New games and features help refresh engagement and support monetization over time.

Maantiede

Q1/2026

The company is based in the United States and serves a digital consumer audience that can access its games across major app and social platforms. Its revenue is tied more to platform distribution and player behavior than to physical manufacturing or local operations. Geography matters mainly through platform access, regulatory exposure, and the global reach of mobile gaming audiences.

USA82 %
Other countries (US filing)18 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

The company is exposed to platform-provider dependence, because app stores and social platforms control payment processing terms and can change fees or policies. It also faces execution risk in user acquisition, since monetization depends on attracting and retaining players efficiently in a competitive mobile gaming market.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Third-party platform dependence1User acquisition efficiency2Player retention and engagement3Mobile gaming competition4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Third-party platform dependenceVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A substantial share of revenue historically comes through Apple, Google, Amazon, and Facebook channels, which control fees and terms.

    Kohdistuu: Platform transaction fees and policy changes

  2. User acquisition efficiencyVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company spends heavily to acquire and reactivate players, so weak payback can pressure economics.

    Kohdistuu: Advertising and marketing spend

  3. Player retention and engagementVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    The model relies on repeat play and loyalty participation to sustain virtual currency purchases.

    Kohdistuu: Game content and loyalty program performance

  4. Mobile gaming competitionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Consumers can switch quickly among games, making engagement and monetization harder to sustain.

    Kohdistuu: Free-to-play social casino market

Kysy Clarifolta: PLAYSTUDIOS, Inc.

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition for virtual currency

Player purchases may be recognized over time as virtual currency is consumed, affecting timing of revenue.

Vaikutus: Deferred revenue and quarterly revenue timing

Platform transaction fees

App-store and social-platform fees are a major cost of revenue and depend on third-party terms.

Vaikutus: Gross margin and cost of revenue

Loyalty reward obligations

playAWARDS/myVIP rewards create estimates for redemption and related expense recognition.

Vaikutus: Liabilities and operating expense timing

Capitalized software and intangibles

Game development and acquired assets require amortization and potential impairment testing.

Vaikutus: Operating expense and asset carrying values

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Playtika Holding Corp.

PLTK · Services-Computer Processing & Data Preparation

VIP Play, Inc.

VIPZ · Retail-Miscellaneous Retail

Good Gaming, Inc.

GMER · Services-Prepackaged Software

Duolingo, Inc.

DUOL · Services-Prepackaged Software

Roblox Corp

RBLX · Services-Prepackaged Software

Wewards, Inc.

WEWA · Services-Computer Programming, Data Processing, Etc.

Päivitetty: 24.9.2026

PLAYSTUDIOS, Inc. (MYPS) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo