PLAYSTUDIOS, Inc.

NASDAQ•MYPS

CEO: Mr. Andrew S. Pascal

セクター: Technology

業種: Electronic Gaming & Multimedia

上場日: 2020-12-21

PLAYSTUDIOS, Inc. develops and publishes free-to-play casual games for mobile and social platforms in the United States and internationally. The company's game portfolio includes a diverse range of titles comprising social casino, card, puzzle, and adventure games. It also offers POP! Slots, myVEGAS Slots, my KONAMI Slots, MGM Slots Live, myVEGAS Blackjack, myVEGAS Bingo, Tetris, Solitaire, Spider Solitaire, Jumbline 2, Sudoku, and Mahjong games. PLAYSTUDIOS, Inc. is headquartered in Las Vegas, Nevada.

連絡先情報

10150 Covington Cross Drive, Las Vegas, NV, 89144, United States

725-877-7000

playstudios.com

時価総額

$64.31M

PER (TTM)

-1.7

33.5

配当利回り

52週高値

$1.69

52週安値

$0.43

52週レンジ

順位28Top 16.1%

5.3

F-Score

改良版 Piotroski 分析

7年ファンダメンタル

堅調 • 5.3 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2019-2025

財務ダッシュボード

Q3 2025 データ

売上高

$57.65M-19.07%

直近4四半期の推移

EPS

-$0.07+192.34%

直近4四半期の推移

フリーCF

$12.81M+38.69%

直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Decline Nine months revenue $179.7M, down 18.9% versus prior year period, driven by playGAMES segment drop.

Net Loss Significantly Widens Nine months net loss reached $(14.9M), representing a 138.2% increase in loss compared to the 2024 period.

Operating Cash Flow Decreases Cash from operations provided $22.6M for nine months, down $11.5M compared to the prior year period results.

Solid Cash Position Maintained Ending cash $106.3M, providing liquidity buffer despite $(14.9M) net loss for the nine months ended September 30, 2025.

リスク要因

Segment Profitability Pressure playGAMES AEBITDA fell 29.8% to $48.2M for nine months, indicating core monetization challenges persist.

Pending Litigation Settlement Multiple state gambling lawsuits stayed pending settlement approval; Felipe Complaint settlement remains subject to final court approval.

Decreased Player Engagement Average DAU for playGAMES dropped 25.3% in Q3 2025, directly impacting virtual currency revenue streams.

Contingent Consideration Exposure Fair value of contingent consideration related to Pixode Acquisition stands at $5.4M as of September 30, 2025.

見通し

Cost Reduction Realized 2024 Reorganization Plan drove significant operating expense reductions across R&D and SG&A year-to-date results.

Share Repurchase Extension Board approved one-year extension for repurchase program; $40.2M authorization remaining as of September 30, 2025.

Credit Facility Unused Company remains in compliance with Credit Agreement; no outstanding balances under the $75.0M revolving facility as of period end.

Focus on Loyalty Program Continued investment in playAWARDS and myVIP programs to drive player engagement and retention for future revenue.

同業比較

売上高 (TTM)

MYPS

$247.48M

-17.2%

GMGI

$179.14M

+44.0%

NRDY

$178.99M

-5.9%

粗利益率 (最新四半期)

SKLZ

87.7%

+1.5pp

MYPS

76.4%

+1.4pp

GMGI

55.8%

+1.1pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
OSS	$247.12M	-32.0	-26.1%	15.1%
ASYS	$187.00M	-6.0	-59.0%	20.3%
QUIK	$153.81M	-9.9	-58.7%	40.7%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-5.3%

成長鈍化

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年3月16日

EPS:-$0.04

売上高:$56.23M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし