异动解读 | Playtika股价盘中大跌5.45%,第二季度业绩不及预期

异动解读
Aug 07

移动游戏公司Playtika Holding Corp.(纳斯达克股票代码:PLTK)今日盘中股价大跌5.45%,主要原因是公司发布的第二季度财报未能达到市场预期。

根据公司公布的财务数据,Playtika第二季度收入为6.96亿美元,同比增长11%,但未达分析师预期的7.054亿美元。更令投资者担忧的是,公司调整后净收入环比下降82%,同比下降91.4%,仅为3320万美元,远低于分析师预期的4700万美元。尽管运营收入达到1.097亿美元,超出市场预期,但整体业绩表现仍然不佳。

此外,Playtika还下调了2025年全年收入指引,修订为27-27.5亿美元,这进一步打击了投资者信心。然而,公司维持了调整后EBITDA指引在7.15-7.4亿美元之间,并将长期直接面向消费者(DTC)收入目标从30%提升至40%。公司首席执行官Robert Antokol在财报电话会议中强调了新游戏开发和并购策略的重要性,表示预计在第四季度推出的新老虎机游戏将成为重要的长期增长驱动力。尽管如此,这些积极因素似乎未能抵消投资者对当前业绩的担忧。

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