Observed Signal · Aug 6, 2026 · Earnings Report · Source: Mobilegamer.biz · Impact: 4/5 · Sentiment: Negative
Playtika Q2: Disney Solitaire Fuels Profit; UA Spend Cut 70%
Playtika returned to profit in Q2 after Disney Solitaire’s strong performance, with the title’s revenue up 288.6% year-on-year. The company reported Q2 revenue of $731.1M and adjusted EBITDA of $206.1M (28.2% margin). Playtika said it will reduce marketing/user-acquisition spend for SuperPlay’s Disney Solitaire by roughly 70% in H2 2026 versus H1, while reaffirming full-year 2026 guidance of $2.75B–$2.85B revenue and $750M–$790M adjusted EBITDA but flagging results will likely be toward the lower end. Reports also linked Playtika to potential sale talks of SuperPlay with Tencent; SuperPlay was acquired by Playtika for an initial $700M in 2024.
Public company earnings plus a large, concentrated 70% user-acquisition/marketing cut materially affects mobile ad spend dynamics and signals demand change for in-app advertising; reaffirmed guidance anchors forward expectations.
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Key Takeaways & Evidence Grounding
- Disney Solitaire revenue rose 288.6% year-on-year, driving Playtika's strong quarter.
- Playtika will reduce SuperPlay marketing/user-acquisition investment by roughly 70% in H2 2026 versus H1.
- Playtika reported Q2 revenue of $731.1 million and adjusted EBITDA of $206.1 million (28.2% adjusted EBITDA margin).
- Playtika reaffirmed full-year 2026 guidance of $2.75bn–$2.85bn revenue and $750m–$790m adjusted EBITDA, but expects results toward the lower end of those ranges.
- Reports suggested Playtika may be seeking to sell SuperPlay to Tencent after acquiring SuperPlay for an initial $700m in 2024; reported potential valuation up to $1.5bn.
Connected Companies & Entities
3 Entities mapped“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 pro...”
“This follows recent reports that Playtika was looking to offload Disney Solitaire maker SuperPlay to Tencent.”
“Disney Solitaire fuelled a big quarter for Playtika, with revenue for the game up 288.6% year-on-year...”
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Playtika Ends Sale Search, Q3 Revenue Flat at $674M
Playtika reported flat year-on-year revenue of $673.8 million for Q3 2026, down 7.8% from Q2. Net income rose 3% to $40.4 million. The company concluded its strategic review and will remain independent, ending a sale process that began in April. Adjusted EBITDA hit a record $252.1 million, up 16%, with a 37.4% margin. Marketing spend was cut 19% to $167.8 million, and direct-to-consumer (D2C) revenue grew 31% to $275.1 million, representing 41% of total revenue. However, audience metrics declined: average daily active users fell 13% to 7.1 million, and monthly active users dropped to 21.5 million. Daily paying users decreased 6% to 333,000. The company reaffirmed full-year guidance of $2.75-$2.85 billion in revenue and $750-$790 million in adjusted EBITDA. Playtika has paid $350 million in contingent consideration for past acquisitions and still owes $450 million.
Tencent in talks to buy SuperPlay for up to $1.5B
Tencent is reportedly negotiating to acquire SuperPlay from Playtika in a deal valued at roughly $1.0–1.5 billion. Playtika bought SuperPlay in 2024 for an initial $700 million plus a performance-based earnout of about $1.25–1.3 billion (roughly $1.95–2.0 billion total). SuperPlay’s portfolio includes Disney Solitaire, Dice Dreams and Domino Dreams; AppMagic estimates the three titles have generated nearly $1 billion since 2019 and that Disney Solitaire has surpassed $300 million in gross player spending. SuperPlay reportedly generated about $573 million in revenue in 2025 (around 67% above the baseline used for earnout calculations), with recent 30-day revenues led by Disney Solitaire (~$20m), Dice Dreams (~$9.8m) and Domino Dreams (~$6m). Reports differ on whether Tencent would assume Playtika’s outstanding earnout obligations.
Publishers' Direct-to-Consumer Revenue in Q2 2026
PocketGamer.biz analyses direct-to-consumer (D2C) revenue for public mobile games companies for April–June 2026. Playtika reported $286.9m D2C revenue in Q2 (1.7% sequential decline, +63.1% Y/Y) with a 39.3% D2C share. Modern Times Group said D2C was 38% of group revenue while its Playamp division recorded 51% D2C. Stillfront reported D2C at 46% of bookings. G5’s store grew and direct mobile processing reached 17% of mobile gross. In social casino, SciPlay ($53m, 29% of earnings), Playstudios ($14.7m, +120% Y/Y) and DoubleDown ($40.5m, up from $10.7m) showed large D2C gains. The piece notes Apple’s proposal in the Epic case to allow up to a 15% commission for purchases outside the App Store, a potential structural factor affecting D2C economics.
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