PLAYSTUDIOS, Inc. Class A (MYPS)

PLAYSTUDIOS reported a Q1 2025 loss of $0.02 per share, missing revenue expectations, with declines in DAU and MAU, although direct-to-consumer revenue increased. Q2 2025 results showed a revenue decline and a loss of $0.02 EPS, with decreased daily active users but increased direct-to-consumer revenue. Committee changes were announced in September 2025. The myVIP World Tournament of Slots 2025 was hosted in the Bahamas in October 2025. Q3 2025 results are scheduled to be released on November 3, 2025, with analysts anticipating a loss of $0.02 per share and revenue of approximately $58.77 million.

PLAYSTUDIOS's key performance metrics are influenced by yearly trends, with customer spend generally low in January and peaking in June and July. Mobile gamers tend to play more from Friday through Sunday, leading to higher in-app purchase values over the weekend. In-app purchases are typically highest at the beginning and end of the month. The company incorporates seasonal themes and promotions around holidays. Winter is generally a peak time for gambling activity. The mobile gaming industry experienced a surge during the pandemic, followed by a slowdown, leading to a focus on steady revenue growth and long-term profitability.

PLAYSTUDIOS, Inc. is a developer and publisher of free-to-play mobile and social games, primarily in the mobile and social gaming industry. Its core business is the "playGAMES" segment, offering casual games, including social casino titles like myVEGAS Slots and Tetris. The "playAWARDS" loyalty platform allows players to earn real-world rewards, combining gaming with tangible benefits.

PLAYSTUDIOS operates globally with studios in Austin, Belgrade, Burlingame, Hong Kong, Las Vegas, Tel Aviv, and Vietnam, along with an Orion Remote Team. Its playAWARDS loyalty platform spans 17 countries and four continents, partnering with global brands like MGM Resorts International and Norwegian Cruise Line.

PLAYSTUDIOS's brand reputation shows a mixed picture, with a Customer Service score of 3.2 out of 5 stars and a Product Quality score of 3.3 out of 5 stars. The Better Business Bureau shows complaints related to service, customer service, and billing issues. A past issue involved customer support ticket responses being erroneously translated. Employee reviews are mixed, with positive feedback alongside concerns about decision-making and management.

PLAYSTUDIOS, Inc. has a mixed ownership structure including institutional, retail, and individual investors. Institutional owners hold a significant portion of shares, with major shareholders including BlackRock, Inc. and Vanguard Group Inc. Insiders also own a notable proportion of shares, with CEO Andrew Pascal being a significant individual shareholder. MGM Resorts International is also a major shareholder.