秋生的游戏情报雷达
🌐 公网静态版：本页由本机 GameBrief 生成并发布到 Cloudflare Pages。分析、抓取、LLM 推理仍在本机完成；收藏/更新等写操作请回本机服务。
Disney Solitaire drives Playtika earnings, but UA spend will now drop 70%
📰 Vikki Blake
👤 Vikki Blake
🕒 2026-08-07 05:57:15
AI 摘要 · 其他
Playtika第二季度Disney Solitaire营收同比激增288.6%，带动公司整体扭亏为盈，但计划下半年将该游戏营销支出削减70%。Playtika正面临与SuperPlay的业绩对赌协议压力，此前以7亿美元收购SuperPlay但未达预期，现通过削减营销预算控制成本。
Disney Solitaire fuelled a big quarter for Playtika, with revenue for the game up 288.6% year-on-year, helping the company swing back to profit after Q1’s loss.
And yet Playtika later confirmed in the earnings call that it would be reducing marketing spend on Disney Solitaire by around 70% in the second half of this year.
This follows recent reports that
Playtika was looking to offload Disney Solitaire maker SuperPlay to Tencent
. Those reports suggested that Playtika was having trouble keeping up with earnouts agreed with SuperPlay
when it was acquired by Playtika for an initial $700m
back in 2024 – before Disney Solitaire’s wildly successful launch.
“We’re reducing overall SuperPlay marketing investment by roughly 70% in the second half [of 2026] versus the first half,” said CFO Tae Lee. “But in terms of the revenue decline that we expect, it’s nowhere close to that.”
Lee added that the reduction in marketing spend is “concentrated in Disney Solitaire, which carries the largest single reduction in user acquisition spend.”
Playtika boss Robert Antokol seemed to pre-empt speculation around why exactly UA spend was dropping so dramatically on the title earlier in the call, insisting that so far, the marketing cuts have not caused Disney Solitaire revenue to decline too dramatically.
“We brought our marketing spending down, and the game still grew,” said Antokol . “It only happens when the players you have added continue to stay with you when they keep playing and they keep spending, and this is how we ask you to judge this business,” he said.
In prepared remarks, Antokol also said: “Disney Solitaire grew again this quarter even as we reduced our marketing investment and our margins expanded meaningfully. These results reflect the durability of our model and the discipline of our execution.”
Overall, Playtika reported total Q2 revenue of $731.1m, up 5% on the same period last year, though down slightly on Q1 as the company pulled back marketing spend.
Adjusted EBITDA rose to $206.1m, up 23.4% year-on-year and 64.6% sequentially, taking the adjusted EBITDA margin to 28.2%, up from 16.8% in Q1.
Bingo Blitz revenue fell to $145.1m, down 9.5% year-on-year and 5.6% sequentially, while June’s Journey held broadly steady at $74.7m, up 8.1% year-on-year despite a small sequential dip.
Average daily paying users fell 2.9% year-on-year to 367,000, though average payer conversion improved to 4.6%, up from 4.3% a year earlier.
Playtika reaffirmed full-year 2026 guidance of $2.75bn–$2.85bn in revenue and $750m–$790m in adjusted EBITDA, but flagged that a more cautious view of consumer spending and a further planned step-down in second-half marketing mean results are now likely to land toward the lower end of both ranges.
“Our second quarter reflected the investment cadence we outlined last quarter, marketing stepped down materially, margins expanded, and SuperPlay became a positive Adjusted EBITDA contributor,” added CFO Tae Lee.
And yet Playtika later confirmed in the earnings call that it would be reducing marketing spend on Disney Solitaire by around 70% in the second half of this year.
This follows recent reports that
Playtika was looking to offload Disney Solitaire maker SuperPlay to Tencent
. Those reports suggested that Playtika was having trouble keeping up with earnouts agreed with SuperPlay
when it was acquired by Playtika for an initial $700m
back in 2024 – before Disney Solitaire’s wildly successful launch.
“We’re reducing overall SuperPlay marketing investment by roughly 70% in the second half [of 2026] versus the first half,” said CFO Tae Lee. “But in terms of the revenue decline that we expect, it’s nowhere close to that.”
Lee added that the reduction in marketing spend is “concentrated in Disney Solitaire, which carries the largest single reduction in user acquisition spend.”
Playtika boss Robert Antokol seemed to pre-empt speculation around why exactly UA spend was dropping so dramatically on the title earlier in the call, insisting that so far, the marketing cuts have not caused Disney Solitaire revenue to decline too dramatically.
“We brought our marketing spending down, and the game still grew,” said Antokol . “It only happens when the players you have added continue to stay with you when they keep playing and they keep spending, and this is how we ask you to judge this business,” he said.
In prepared remarks, Antokol also said: “Disney Solitaire grew again this quarter even as we reduced our marketing investment and our margins expanded meaningfully. These results reflect the durability of our model and the discipline of our execution.”
Overall, Playtika reported total Q2 revenue of $731.1m, up 5% on the same period last year, though down slightly on Q1 as the company pulled back marketing spend.
Adjusted EBITDA rose to $206.1m, up 23.4% year-on-year and 64.6% sequentially, taking the adjusted EBITDA margin to 28.2%, up from 16.8% in Q1.
Bingo Blitz revenue fell to $145.1m, down 9.5% year-on-year and 5.6% sequentially, while June’s Journey held broadly steady at $74.7m, up 8.1% year-on-year despite a small sequential dip.
Average daily paying users fell 2.9% year-on-year to 367,000, though average payer conversion improved to 4.6%, up from 4.3% a year earlier.
Playtika reaffirmed full-year 2026 guidance of $2.75bn–$2.85bn in revenue and $750m–$790m in adjusted EBITDA, but flagged that a more cautious view of consumer spending and a further planned step-down in second-half marketing mean results are now likely to land toward the lower end of both ranges.
“Our second quarter reflected the investment cadence we outlined last quarter, marketing stepped down materially, margins expanded, and SuperPlay became a positive Adjusted EBITDA contributor,” added CFO Tae Lee.