Playtika eyes bullish 40% direct-to-consumer revenue

• Playtika has high ambitions for DTC sales, though its revenue share actually fell to 25.3% in Q2.
• Disney Solitaire has hit a $100 million annual run-rate.
• Slotomania and June's Journey revenue declined last quarter compared to the year prior.

Casual and casino games publisher Playtika has revised its long-term direct-to-consumer revenue share target from 30% to 40% as it aims to capitalise on recent landmark rulings against the App Store and Google Play.

Earlier this year a US judge in the Epic vs. Apple case ruled that the App Store must let developers freely link to off-store alternative payment methods, though the iPhone giant is appealing. Meanwhile, Google continues to battle a ruling that labelled its Play store an illegal monopoly.

In Playtika’s Q2 2025 financials, president and chief financial officer Craig Abrahams said DTC remains a key priority for the company. It claimed direct-to-consumer revenue had increased 1.3% year-over-year to $175.9 million, while declining 1.8% quarter-on-quarter.

During Q2, 25.3% of the publisher's revenue came from DTC. The figure was down from 27.7% in Q2 2024 and 25.4% in Q1 2025.

Overall revenue for Playtika increased by 11% Y/Y to $696m last quarter. GAAP net income decreased, however, by 61.7% Y/Y to $33.2m. Adjusted EBITDA was also down 12.6% Y/Y to $167m.

Portfolio swings

Playtika saw average daily paying users increase 26.8% Y/Y to 378k in Q2, but down 3.1% from Q1.

Looking at its games, Superplay’s new release Disney Solitaire has already hit a $100m annual run-rate.

Elsewhere, Bingo Blitz revenue rose by 2.9% Y/Y to $160.2m, with the publisher highlighting the title’s record DTC sales. Slotomania, saw revenue decline by 35.4% from the year prior to $86.5m, while June’s Journey sales fell 7.4% to $69.1m.

“We are pleased to report a resilient second quarter, with revenue reaching $696 million,” said Playtika CEO Robert Antokol. 

“Our strategic priorities and the dedication of our team have driven positive developments and balance to the portfolio. The success of our latest launch, Disney Solitaire, which has already hit the $100 million annual run-rate revenue threshold, is a testament to the incredible work of our employees, in collaboration with Disney and Pixar Games.

“Additionally, Bingo Blitz continues to experience strong engagement and significant growth in DTC revenue, reinforcing the strength of our largest title."

PocketGamer.biz recently caught up with new Wooga MD Dennis Korf to discuss the developer's plans for June's Journey and what comes next.