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Playtika’s Casual Gaming Pivot: Can SuperPlay Move It Beyond Social Casino?

Playtika Holding Corp reported a solid start to 2026 with total revenue reaching $744.7 million, marking a sequential increase of 9.7% and a year-over-year growth of 5.5%. Adjusted EBITDA stood at $125.2 million, corresponding to a margin of 16.8%. The quarter’s results highlight the significant contribution of SuperPlay, a recently acquired studio, which is scaling rapidly and expected to generate positive adjusted EBITDA starting in the second quarter. Excluding SuperPlay, Playtika’s core business continues to deliver meaningful adjusted EBITDA and cash flow while maintaining operational stability. A standout driver of growth is Disney Solitaire, launched by SuperPlay, which grew 72.1% sequentially to $123.3 million in revenue. It has scaled faster than any title in Playtika’s history, supported by investments in user acquisition with returns described as among the best in the portfolio. Other key franchises remain prominent within their categories, with Bingo Blitz, the company’s largest title, generating $153.