Earnings release
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image.jpg Exhibit 99.1 PLAYSTUDIOS, INC. ANNOUNCES SECOND QUARTER RESULTS Second Quarter Revenue of $59.3 million and Net loss of $2.9 million Consolidated AEBITDA of $10.7 million Las Vegas, Nevada – August 4, 2025 – PLAYSTUDIOS, Inc. (NASDAQ: MYPS) (“PLAYSTUDIOS” or the “Company”), an award- winning developer of free-to-play mobile and social games and the developer of the playAWARDS loyalty platform, today announced financial results for the second quarter ended June 30, 2025. Andrew Pascal, Chairman and Chief Executive Officer of PLAYSTUDIOS, commented, “While our core business continues to navigate meaningful market headwinds, we remain focused and energized by the progress we're making across our strategic priorities. We're seeing growing traction in our direct-to-consumer channel, promising early momentum in our sweepstakes initiative, and continued progress on the development of Tetris Block Party. Together, these efforts validate our direction and reinforce our confidence in the future. As we work to stabilize the business, we're also building the capabilities we believe will fuel the next phase of growth in the quarters ahead..” Second Quarter Financial Highlights • Revenue was $59.3 million during the second quarter of 2025, compared to $72.6 million during the second quarter of 2024. • Net loss was $2.9 million during the second quarter of 2025, representing a net loss margin of 5.0%, compared to net loss of $2.6 million during the second quarter of 2024, representing a net loss margin of 3.6%. • Consolidated AEBITDA, a non-GAAP financial measure defined below, was $10.7 million during the second quarter of 2025, representing a margin of 18.1%, compared to $14.1 million during the second quarter of 2024, representing a margin of 19.5%. • KPIs playGAMES. During the second quarter of 2025, PLAYSTUDIOS had Average DAU and Average MAU of 2.3 million and 10.0 million, respectively. ARPDAU was $0.28. • Direct to Consumer revenue was $6.7 million during the second quarter of 2025, compared to $3.2 million during the second quarter of 2024, representing an increase of 107%. • KPIs playAWARDS. During the second quarter of 2025, players purchased 199,485 rewards with a retail value of $13 million. • Liquidity. As of June 30, 2025, cash and cash equivalents on the balance sheet was $112.9 million. PLAYSTUDIOS’ $81 million revolving credit facility remains undrawn. • Shares outstanding. As of June 30, 2025, the Company had 125.2 million shares outstanding. Year to Date Financial Highlights • Revenue was $122.0 million through the second quarter of 2025, compared to $150.4 million through the second quarter of 2024. • Net loss was $5.8 million through the second quarter of 2025, representing a net loss margin of 4.8%, compared to net loss of $3.2 million through the second quarter of 2024, representing a net loss margin of 2.1%. • Consolidated AEBITDA, a non-GAAP financial measure defined below, was $23.2 million through the second quarter of 2025, representing a margin of 19.0%, compared to $29.5 million through the second quarter of 2024, representing a margin of 19.6%. • KPIs playGAMES. Through the second quarter of 2025, PLAYSTUDIOS had Average DAU and Average MAU of 2.5 million and 10.7 million, respectively. ARPDAU was $0.27. Page 1 of 12
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• Direct to Consumer revenue was $11.7 million through the second quarter of 2025, compared to $5.6 million through the second quarter of 2024, representing an increase of 110%. • KPIs playAWARDS. Through the second quarter of 2025, players purchased 480,137 rewards with a retail value of $29.6 million. Recent Business Highlights • Continued development of sweepstakes promotional capabilities, expected to launch externally in available markets in Q4 2025 • Expanded direct-to-consumer monetization progress • Progressed development of Tetris Block Party, targeting launch in Q4 2025 • Strengthened playAWARDS platform and released in game promotional events around the second annual myVIP World Tournament of Slots • Repurchased an aggregate of 1.4 million shares of our Class A common stock at an average price of $1.41 per share in the quarter Although currently not on pace, the Company is not changing it’s full year 2025 guidance of net revenue in the range of $250 to $270 million and Consolidated AEBITDA in the range of $45 to $55 million. We have not provided the most directly comparable GAAP measure for our Consolidated AEBITDA outlook because certain items that are part of the projected non-GAAP financial measure are outside of our control or cannot be reasonably estimated without unreasonable effort. Conference Call Details PLAYSTUDIOS will host a conference call at 5:00 p.m. Eastern Time today, which will include a brief discussion of the results followed by a question and answer session. The call will be accessible via the Internet through https://ir.playstudios.com or by calling (866) 405-1203 for domestic callers and (201) 689-8432 for international callers. A replay of the call will be archived at https://ir.playstudios.com. About PLAYSTUDIOS, Inc. PLAYSTUDIOS (Nasdaq: MYPS) creator of the groundbreaking playAWARDS loyalty platform is a publisher and developer of award- winning mobile games, including the iconic Tetris® mobile app, Pop! Slots, myVEGAS Slots, myVEGAS Blackjack, my KONAMI Slots, myVEGAS Bingo, MGM Slots Live, Solitaire, Spider Solitaire and Sudoku. The playAWARDS loyalty platform enables players to earn real-world rewards from a global collection of hospitality, entertainment, and leisure brands. playAWARDS partners include MGM Resorts International, Wolfgang Puck, Norwegian Cruise Line, Resorts World, IHG, Bowlero, Gray Line Tours, and Hippodrome Casino among others. Founded by a team of veteran gaming, hospitality, and technology entrepreneurs, PLAYSTUDIOS apps combine the best elements of popular casual games with compelling real-world benefits. To learn more about PLAYSTUDIOS, visit playstudios.com. Performance Indicators We manage our business by regularly reviewing several key operating metrics to track historical performance, identify trends in player activity, and set strategic goals for the future. Our key performance metrics are impacted by several factors that could cause them to fluctuate on a quarterly basis, such as platform providers’ policies, seasonality, player connectivity, and the addition of new content to games. We believe these measures are useful to investors for the same reasons. The key performance indicators may differ from similarly titled measures presented by other companies. For more information on our key performance indicators, please refer to the definitions below Page 2 of 12
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and the “Supplemental Data—playGAMES Key Performance Indicators” and “Supplemental Data—playAWARDS Key Performance Indicators”sections of this press release. Daily Active Users (“DAU”): DAU is defined as the number of individuals who played a game on a particular day. We track DAU by the player ID, which is assigned for each game installed by an individual. As such, an individual who plays two different PLAYSTUDIOS games on the same day is counted as two DAU while an individual who plays the same PLAYSTUDIOS game on two different devices is counted as one DAU. Brainium tracks DAU by app instance ID, which is assigned to each installation of a game on a particular device. As such, an individual who plays two different Brainium games on the same day is counted as two DAU while an individual who plays the same game on two different devices is counted as two DAU. The term “Average DAU” is defined as the average of the DAU, determined as described above, for each day during the period presented. We use DAU and Average DAU as measures of audience engagement to help us understand the size of the active player base engaged with our games on a daily basis. Monthly Active Users (“MAU”): MAU is defined as the number of individuals who played a game in a particular month. As with DAU, an individual who plays two different PLAYSTUDIOS games in the same month is counted as two MAU while an individual who plays the same game on two different devices is counted as one MAU, and an individual who plays two different Brainium games on the same day is counted as two MAU while an individual who plays the same game on two different devices is counted as two MAU. The term “Average MAU” is defined as as the average of the MAU, determined as described above, for each calendar month during the period presented. We use MAU and Average MAU as measures of audience engagement to help us understand the size of the active player base engaged with our games on a monthly basis. Daily Paying Users (“DPU”): DPU is defined as the number of individuals who made a purchase in a mobile game during a particular day. As with DAU and MAU, we track DPU based on account activity. As such, an individual who makes a purchase on two different games in a particular day is counted as two DPU while an individual who makes purchases in the same game on two different devices is counted as one DPU. The term “Average DPU” is defined as the average of the DPU, determined as described above, for each day during the period presented. We use DPU and Average DPU to help us understand the size of our active player base that makes in-game purchases. This focus directs our strategic goals in setting player acquisition and pricing strategy. Daily Payer Conversion: Daily Payer Conversion is defined as DPU as a percentage of DAU on a particular day. Daily Player Conversion is also sometimes referred to as “Percentage of Paying Users” or “PPU”. The term “Average Daily Payer Conversion” is defined as the Average DPU divided by the Average DAU for a given period. We use Daily Payer Conversion and Average Daily Payer Conversion to help us understand the monetization of our active players. Average Daily Revenue Per DAU (“ARPDAU”): ARPDAU is defined for a given period as the average daily revenue per Average DAU, and is calculated as game and advertising revenue for the period, divided by the number of days in the period, divided by the Average DAU during the period. We use ARPDAU as a measure of overall monetization of our active players. playAWARDS Platform Metrics Available Rewards: Available Rewards is defined as the monthly average number of unique rewards available in our applications’ rewards stores. A reward appearing in more than one application’s reward store is counted only once. A reward is counted only once irrespective of the inventory available through that reward. For example, one reward for a free night in a hotel room with ten rooms available for such free night is counted as one reward. Available Rewards only include real-world partner rewards and exclude PLAYSTUDIOS digital rewards. We use Available Rewards as a measure of the value and potential impact of the program for an interested player. It is assumed that the greater the variety and breadth of rewards offered, the more likely players will be to ascribe value to the program. Purchases: Purchases is defined as the total number of rewards purchased for the period identified in which a player exchanges loyalty points for a reward. Purchases are net of refunds. Purchases only include purchases of real-world partner rewards and exclude any PLAYSTUDIOS digital rewards. Purchases are redeemed by the player directly with the rewards partner within the specified terms and conditions of the reward. The Company does not receive any Page 3 of 12
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compensation or revenue from Purchases. We use Purchases as a measure of audience interest and engagement with our playAWARDS platform. Retail Value of Purchases: Retail Value of Purchases is defined as the cumulative retail value of all rewards listed as Purchases for the period identified. The retail value of each reward listed as Purchases is the retail value as determined by the partner upon creation of the reward. In the case where the retail value of a reward adjusts depending on time of redemption, the average retail value is used. Retail Value of Purchases only include the retail value of real-world partner rewards and exclude the cost of any PLAYSTUDIOS branded merchandise. We use Retail Value of Purchases to help us understand the real-world value of the rewards that are purchased by our players. Retail Value of Daily Rewards Inventory: Retail Value of Daily Rewards Inventory is defined as the cumulative retail value of all rewards listed as available for the period divided by the number days in the period. For rewards with unlimited inventory, the maximum of number of rewards used in the calculation is 50. The retail value of each reward listed as available is the retail value as specified by the rewards partner upon creation of the reward. Retail Value of Daily Rewards Inventory only includes the retail value of real-world partner rewards and excludes the cost of any PLAYSTUDIOS branded merchandise. We use Retail Value of Daily Rewards Inventory to help us understand the real-world value of the rewards within our playAWARDS platform. Non-GAAP Financial Measures To provide investors with information in addition to results as determined by GAAP, the Company discloses Consolidated Adjusted Earnings Before Interest Taxes Depreciation and Amortization (“Consolidated AEBITDA”) as a non-GAAP measure that management believes provides useful information to investors. This measure is not a financial measure calculated in accordance with GAAP and should not be considered as a substitute for revenue, net income or any other operating performance measure calculated in accordance with GAAP. We define Consolidated AEBITDA as net income (loss) before interest, income taxes, depreciation and amortization, restructuring and related costs (consisting primarily of severance and other restructuring related costs), stock-based compensation expense, and other income and expense items (including special infrequent items, foreign currency gains and losses, and other non-cash items). We also present Consolidated AEBITDA Margin, a non-GAAP measure, which we calculate as Consolidated AEBITDA as a percentage of net revenue. We believe that the presentation of Consolidated AEBITDA provides useful information to investors regarding the Company’s results of operations because the measure assists both investors and management in analyzing and benchmarking the performance and value of our business. Consolidated AEBITDA provides an indicator of performance that is not affected by fluctuations in certain costs or other items. Accordingly, management believes that this measure is useful for comparing general operating performance from period to period, and management relies on this measure for planning and forecasting of future periods. Additionally, this measure allows management to compare results with those of other companies that have different financing and capital structures. However, other companies may define Consolidated AEBITDA differently, and as a result, our measure of Consolidated AEBITDA may not be directly comparable to that of other companies. For further information regarding these non-GAAP measures, including the reconciliation of these non-GAAP financial measures to their most directly comparable GAAP financial measures, please refer to the “Reconciliation of Net Loss to Consolidated AEBITDA” section of this press release. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our future financial and operating performance (including statements regarding outlook or guidance), our liquidity and capital resources, the development and release plans of our games, the impact of business restructuring and cost control initiatives including estimated amounts and timing of anticipated cost reductions, and our mergers and acquisition strategy, all of which involve risks and uncertainties. Actual results may differ materially from the results predicted, and reported results should not be considered as an indication of future performance. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as “may,” “might,” “will,” “should,” “expects,” “plans,” “projects,” “anticipates,” “intends,” “believes,” “goal,” “work towards,” “estimates,” “predicts,” “potential” or “continue,” the negative of Page 4 of 12
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these terms and other comparable terminology that conveys uncertainty of future events or outcomes. These forward-looking statements involve known and unknown risks, uncertainties, assumptions and other factors that may cause actual results to differ materially from statements made in this press release, including our ability to develop and publish our games; risks related to defects, errors, or vulnerabilities in our games and IT infrastructure; our ability to attract new, and retain existing, players of our games; the failure to timely develop and achieve market acceptance of new games and maintain the popularity of our existing games; rapidly evolving technological developments in the gaming market; competition in the industry in which we operate; our financial performance; our ability to execute merger and acquisition transactions; legal and regulatory developments; risks associated with our international operations; geopolitical events and conditions; risks associated with business restructuring efforts, including the potential impact of restructuring activities on our business operations and financial performance; and general market, political, economic and business conditions. The achievement or success of the matters covered by such forward-looking statements involves significant risks, uncertainties and assumptions, including, but not limited to, the risks and uncertainties discussed in our filings with the Securities and Exchange Commission. All information provided in this release is based on information available to us as of the date of this press release and any forward-looking statements contained herein are based on assumptions that we believe are reasonable as of this date. Undue reliance should not be placed on the forward-looking statements in this press release, which are inherently uncertain. We undertake no duty to update this information unless required by law. SOURCE: PLAYSTUDIOS, Inc. PLAYSTUDIOS CONTACTS Investor Relations Jason Hahn jason.hahn@playstudios.com Media Relations BerlinRosen media@playstudios.com Page 5 of 12
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PLAYSTUDIOS, INC. CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS (Unaudited and in thousands, except per share data) Three Months Ended June 30, Six Months Ended June 30, 2025 2024 2025 2024 Net revenue $ 59,338 $ 72,590 $ 122,047 $ 150,418 Operating expenses: Cost of revenue 14,563 18,068 30,342 37,019 Selling and marketing 13,108 17,064 26,277 35,640 Research and development 14,214 16,743 27,888 34,764 General and administrative 11,345 11,645 23,206 23,424 Depreciation and amortization 9,535 11,654 19,167 23,220 Restructuring and related 60 1,379 1,395 2,017 Total operating costs and expenses 62,825 76,553 128,275 156,084 Loss from operations (3,487) (3,963) (6,228) (5,666) Other income (expense), net: Change in fair value of warrant liabilities 9 717 110 653 Interest income, net 946 1,374 1,852 2,794 Other loss, net (207) (264) (1,005) (370) Total other income, net 748 1,827 957 3,077 Loss before income taxes (2,739) (2,136) (5,271) (2,589) Income tax expense (209) (475) (557) (589) Net loss $ (2,948) $ (2,611) $ (5,828) $ (3,178) Net loss per share attributable to Class A andClass B common stockholders: Basic $ (0.02) $ (0.02) $ (0.05) $ (0.02) Diluted $ (0.02) $ (0.02) $ (0.05) $ (0.02) Weighted average shares of common stock outstanding: Basic 125,448 132,475 125,351 134,025 Diluted 125,448 132,475 125,351 134,025 (1) Amounts exclude depreciation and amortization. (1) Page 6 of 12
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PLAYSTUDIOS, INC. CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited and in thousands, except par value amounts) June 30,2025 December 31,2024 ASSETS Current assets: Cash and cash equivalents $ 112,860 $ 109,179 Receivables, net 28,700 30,767 Prepaid expenses and other current assets 9,544 7,156 Total current assets 151,104 147,102 Property and equipment, net 14,647 16,118 Operating lease right-of-use assets 9,110 9,703 Intangibles assets and internal-use software, net 83,371 90,996 Goodwill 52,222 52,222 Deferred income taxes 3,683 3,399 Other long-term assets 2,096 3,415 Total non-current assets 165,129 175,853 Total assets $ 316,233 $ 322,955 LIABILITIES AND STOCKHOLDERS’ EQUITY Current liabilities: Accounts payable 3,688 1,518 Operating lease liabilities, current 3,586 3,405 Accrued and other current liabilities 34,162 44,495 Total current liabilities 41,436 49,418 Minimum guarantee liability 19,735 18,000 Contingent consideration 2,996 3,340 Deferred income taxes 531 381 Operating lease liability, non-current 5,793 6,659 Other long-term liabilities 451 442 Total non-current liabilities 29,506 28,822 Total liabilities $ 70,942 $ 78,240 Stockholders’ equity: Preferred stock, $0.0001 par value (100,000 shares authorized, no shares issued andoutstanding as of June 30, 2025 and December 31, 2024) — — Class A common stock, $0.0001 par value (2,000,000 shares authorized, 130,523 and127,734 shares issued, and 108,784 and 108,287 shares outstanding as of June 30, 2025and December 31, 2024, respectively) 11 11 Class B common stock, $0.0001 par value (25,000 shares authorized, and 16,457 and 16,457shares issued and outstanding as of June 30, 2025 and December 31, 2024, respectively. 2 2 Additional paid-in capital 335,674 327,951 Accumulated deficit (37,152) (31,324) Accumulated other comprehensive income (loss) 1,548 (632) Treasury stock, at cost, 21,739 and 19,450 shares at June 30, 2025 and December 31, 2024,respectively (54,792) (51,293) Total stockholders’ equity 245,291 244,715 Total liabilities and stockholders’ equity $ 316,233 $ 322,955 Page 7 of 12
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PLAYSTUDIOS, INC. RECONCILIATION OF NET LOSS TO CONSOLIDATED AEBITDA (Unaudited and in thousands, except percentages) The following table sets forth the reconciliation of net loss and net loss margin to Consolidated AEBITDA and Consolidated AEBITDA Margin, respectively, which we calculate as Consolidated AEBITDA as a percentage of net revenue. Net loss and net loss margin are the most directly comparable GAAP measures. Three Months Ended June 30, Six Months Ended June 30, 2025 2024 2025 2024 Revenue $ 59,338 $ 72,590 $ 122,047 $ 150,418 Net loss $ (2,948) $ (2,611) $ (5,828) $ (3,178) Net loss margin (5.0)% (3.6)% (4.8)% (2.1)% Adjustments: Depreciation & amortization 9,535 11,654 19,167 23,220 Income tax expense 209 475 557 589 Stock-based compensation expense 4,608 4,930 8,866 9,724 Change in fair value of warrant liability (9) (717) (110) (653) Change in fair value of contingent consideration (169) — 156 — Restructuring and related 60 1,378 1,395 2,016 Other, net (572) (971) (1,002) (2,266) Consolidated AEBITDA 10,714 14,138 23,201 29,452 Consolidated AEBITDA Margin 18.1 % 19.5 % 19.0 % 19.6 % (1) Amounts reported during the three and six months ended June 30, 2024 relate to internal reorganization costs, including severance- related costs, fees related to evaluating various merger, acquisition and restructuring opportunities, and legal fees and others costs incurred in connection with litigation arising out of the Acies Merger transaction. Amounts reported during the three and six months ended June 30, 2025 relate to internal reorganization costs, including severance-related costs, fees related to evaluating various merger and acquisition opportunities, and non-recurring legal costs. (2) Amounts reported in “Other, net” include interest expense, interest income, gains/losses from equity investments, foreign currency gains/losses, and non-cash gains/losses on the disposal of assets. (1) (2) Page 8 of 12
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PLAYSTUDIOS, INC. SUPPLEMENTAL DATA - SEGMENT INFORMATION (Unaudited and in thousands, except percentages) The following table sets forth the financial data for our reportable segments. Three Months Ended June 30, 2025 Three Months Ended June 30, 2024 playGAMES playAWARDS Total playGAMES playAWARDS Total Net revenue Virtual currency $ 47,981 $ 227 $ 48,208 $ 56,477 $ — $ 56,477 Advertising 11,128 — 11,128 16,006 — 16,006 Other — 2 2 105 2 107 59,109 229 59,338 72,588 2 72,590 Segment expenses Cost of sales 14,539 24 14,563 18,068 — 18,068 Payroll & related 9,079 1,453 10,532 9,783 2,798 12,581 User acquisition 9,066 — 9,066 13,122 — 13,122 Other 9,950 1,138 11,088 9,695 680 10,375 42,634 2,615 45,249 50,668 3,478 54,146 Reportable segment AEBITDA 16,475 (2,386) 14,089 21,920 (3,476) 18,444 Other operating expense Corporate and other 3,375 4,306 Restructuring expenses 60 1,379 Other reconciling items (2) 138 Stock based compensation 4,608 $ 4,930 Depreciation and amortization 9,535 11,654 17,576 22,407 Non-operating income (expense) Change in fair value of warrantliabilities 9 717 Interest income, net 946 1,374 Other expense $ (207) $ (264) 748 1,827 Loss before income taxes (2,739) (2,136) Income tax expense $ (209) $ (475) Net loss $ (2,948) $ (2,611) Page 9 of 12
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Six Months Ended June 30, 2025 Six Months Ended June 30, 2024 playGAMES playAWARDS Total playGAMES playAWARDS Total Net revenue Virtual currency $ 98,673 $ 375 $ 99,048 $ 116,724 $ — $ 116,724 Advertising 22,991 — 22,991 33,448 — 33,448 Other — 8 8 244 2 246 121,664 383 122,047 150,416 2 150,418 Segment expenses Cost of sales 30,302 40 30,342 37,019 — 37,019 Payroll & related 18,254 3,020 21,274 19,906 5,849 25,755 User acquisition 19,223 — 19,223 27,876 — 27,876 Other 19,101 1,998 21,099 20,244 1,251 21,495 86,880 5,058 91,938 105,045 7,100 112,145 Reportable segment AEBITDA 34,784 (4,675) 30,109 45,371 (7,098) 38,273 Other operating expense Corporate and other 6,908 8,821 Restructuring expenses 1,395 2,017 Other reconciling items 1 157 Stock based compensation 8,866 $ 9,724 Depreciation and amortization 19,167 23,220 36,337 43,939 Non-operating income (expense) Change in fair value of warrantliabilities 110 653 Interest income, net 1,852 2,794 Other expense $ (1,005) $ (370) 957 3,077 Loss before income taxes (5,271) (2,589) Income tax expense $ (557) $ (589) Net loss $ (5,828) $ (3,178) Page 10 of 12
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PLAYSTUDIOS, INC. SUPPLEMENTAL DATA - NET REVENUE (Unaudited and in thousands, except percentages) The following tables summarizes the Company’s virtual currency revenue disaggregated by type and by platform: Three Months Ended June 30, Six Months Ended June 30, 2025 2024 Change % Change 2025 2024 Change % Change Net revenue Virtual currency 48,208 56,477 (8,269) (14.6%) 99,049 116,724 (17,675) (15.1%) Advertising 11,128 16,006 (4,878) (30.5%) 22,991 33,448 (10,457) (31.3%) Other revenue 2 107 (105) (98.1%) 7 246 (239) (97.2%) Total net revenue 59,338 72,590 122,047 150,418 Virtual currency revenue Third party platforms 41,525 53,245 (11,720) (22.0%) 87,395 111,168 (23,773) (21.4%) Direct-to-consumer (DTC)platforms 6,683 3,232 3,451 106.8% 11,654 5,556 6,098 109.8% Total virtual currencyrevenue 48,208 56,477 99,049 116,724 DTC revenue as apercentage of virtualcurrency revenue 13.9 % 5.7 % 8.2 % 143.9% 11.8 % 4.8 % 7.0 % 145.8% Page 11 of 12
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PLAYSTUDIOS, INC. SUPPLEMENTAL DATA – PLAYGAMES KEY PERFORMANCE INDICATORS (Unaudited and in thousands, except percentages and ARPDAU) Three Months Ended June 30, Six Months Ended June 30, 2025 2024 Change % Change 2025 2024 Change % Change Average DAU 2,347 3,220 (873) (27.1)% 2,489 3,357 (868) (25.9)% Average MAU 10,046 13,597 (3,551) (26.1)% 10,730 14,174 (3,444) (24.3)% Average DPU 19 24 (5) (20.8)% 20 26 (6) (23.1)% Average Daily PayerConversion 0.8 % 0.8 % — pp — % 0.8 % 0.8 % — pp — % ARPDAU (in dollars) $ 0.28 $ 0.25 $ 0.03 12.0 % $ 0.27 $ 0.25 $ 0.02 8.0 % pp = percentage points PLAYSTUDIOS, INC. SUPPLEMENTAL DATA – PLAYAWARDS KEY PERFORMANCE INDICATORS (Unaudited and in thousands, except percentages and Available Rewards) Three Months Ended June 30, Six Months Ended June 30, 2025 2024 Change % Change 2025 2024 Change % Change Available Rewards (inunits) 331 561 (230) (41.0%) 349 541 (192) (35.5%) Purchases (in units) 199 520 (321) (61.6%) 480 1,020 (540) (52.9%) Retail Value of Purchases $ 12,662 $ 31,405 $ (18,743) (59.7%) $ 29,647 $ 71,997 $ (42,350) (58.8%) Retail Value of DailyRewards Inventory $ 3,060 $ 1,775 $ 1,285 72.4% $ 2,532 $ 1,838 $ 694 37.8% Page 12 of 12