New Disney title incoming from Playtika as it posts revenue and DTC income rises

 

Playtika confirmed it is making a new Disney tie-in as it posted year-on-year revenue and direct-to-consumer income rises in its latest earnings report today.

The Israeli firm said that Disney Solitaire is on course to hit $200m annually, and its success has led to work beginning on another mobile game tie-in with Disney, to be developed by SuperPlay. Playtika agreed to acquire fellow Israeli firm SuperPlay for an initial $700m in September 2024.

Earnings highlights from Playtika’s Q3 25 results for the period ended September 30 2025 include:

  • Revenue of $674.6m (up 8.7% year over year)
  • Record DTC platforms revenue of $209.3m (up 20% YoY)
  • GAAP Net Income of $39.1m (down 0.5% YoY)
  • Adjusted Net Income of $65.8m (up 16.3% YoY)
  • Adjusted EBITDA of $217.5m (up 10.3% YoY)

Other selected stats for the quarter include:

  • Playtika has 354k Average Daily Paying Users (up 17.6% YoY)
  • Bingo Blitz revenue was $162.6m (up 1.7% YoY)
  • Slotomania revenue was $68.5m (down 46.7% YoY)
  • June’s Journey revenue was $68.3m (down 2.7% YoY)

Playtika cofounder and CEO Robert Antokol elaborated more on Disney Solitaire and its proposed SuperPlay-developed follow-up in the earnings call that followed.

“Disney Solitaire continues to outperform expectations, establishing itself as one of 2025’s standout new mobile launches,” he said. “The title is tracking at an annualised run rate of about $200 million supported by strong engagement, and a rising DTC mix.”

“Building on that momentum, I am pleased to announce that we have expanded our collaboration with Disney and Pixar games, and they’re developing a new title in the SuperPlay pipeline. We will share additional details at the proper time.”

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