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Playtika’s $731.1 Million Quarter — Disney Solitaire Steals The Spotlight!

Playtika Holding Corp reported its second-quarter 2026 results with total revenue of $731.1 million, reflecting a modest 1.8% sequential decline but a 5.0% increase year-over-year. Adjusted EBITDA reached $206.1 million, marking a margin of 28.2%, an improvement from 16.8% in the first quarter, driven by a planned step-down in marketing expenditures. Net income was $48 million with adjusted net income at $53.6 million. Direct-to-consumer (DTC) revenue accounted for 39.3% of total revenue, continuing its upward trajectory year-over-year, though it fell slightly sequentially. The company’s business model emphasizes long-term player engagement and monetization, aiming for sustained revenue from users over multiple years rather than quarter-to-quarter spikes. This model was exemplified by Disney Solitaire, which grew revenue by 15.5% sequentially and 288.6% year-over-year despite reduced marketing spend, suggesting healthy retention and monetization of the player base. June’s Journey also showed year-over-year revenue growth of 8.