PLAYSTUDIOS, Inc.

Report azionario NasdaqCM:MYPS

Capitalizzazione di mercato: US$57.8m

PLAYSTUDIOS Gestione

Criteri Gestione verificati 2/4

PLAYSTUDIOS Il CEO è Andrew Pascal, nominato in Jan2011, e ha un mandato di 15.33 anni. la retribuzione annua totale è $ 3.80M, composta da 19.8% di stipendio e 80.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 13.89% delle azioni della società, per un valore di $ 8.03M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.5 anni e 4.9 anni.

Informazioni chiave

Andrew Pascal

Amministratore delegato

US$3.8m

Compenso totale

Percentuale dello stipendio del CEO19.76%
Mandato del CEO15.3yrs
Proprietà del CEO13.9%
Durata media del management4.5yrs
Durata media del Consiglio di amministrazione4.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi • Aug 02

There's No Escaping PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) Muted Revenues

With a price-to-sales (or "P/S") ratio of 0.5x PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) may be sending bullish signals at the...
Seeking Alpha • Apr 14

Playstudios: Few Positives Aside From Its Cheap Valuation

Summary Playstudios management's FY25 guidance points to year-over-year declines in both revenue and adjusted EBITDA. Key platform metrics point to underlying issues with the company's rewards platform. The sweepstakes initiative, which is set to launch later this year, is a key catalyst that could drive meaningful upside to current estimates. Despite its cheap valuation, I am maintaining my Hold rating on MYPS stock. Read the full article on Seeking Alpha
Articolo di analisi • Mar 13

Lacklustre Performance Is Driving PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) 32% Price Drop

To the annoyance of some shareholders, PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) shares are down a considerable 32% in the last...
Seeking Alpha • Jan 25

Playstudios: A Gamble In Diversification Amid Prevailing Industry Challenges

Summary Playstudios focuses on social casino games but has expanded into non-social mobile games, raising questions about its diversification strategy. Concerns about the diversification strategy are amplified by the insights that SciPlay, a comparable business, succeeded by concentrating on its core social casino business, contrasting with Playstudios' diversification efforts. MYPS streamlined operations to cut costs by 10% and has a strong history of share buybacks, benefiting shareholders. MYPS's EBITDA growth relies on ARPDAU, but this strategy may not be sustainable in a fragmented industry with the company's limited pricing power. The stock is undervalued and cash-rich, but industry challenges and diversification concerns make it a hold. Read the full article on Seeking Alpha
Articolo di analisi • Nov 22

PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Held Back By Insufficient Growth Even After Shares Climb 27%

PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha • Nov 12

Playstudios Q3 Earnings: Profitability Set To Rise Even As Revenue Continues To Decline

Summary Shares are up more than 10% following the Q3 earnings release. Given the challenges to returning to organic growth, management has undertaken a strategic restructuring to reduce expenses and improve profitability. The current valuation appears undemanding, with the company’s net cash representing more than half the current market cap. Given the risks involved, I retain my Hold rating on the stock. Read the full article on Seeking Alpha
Articolo di analisi • Aug 31

PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Looks Inexpensive After Falling 30% But Perhaps Not Attractive Enough

The PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) share price has fared very poorly over the last month, falling by a substantial...
Articolo di analisi • Jul 17

Revenues Not Telling The Story For PLAYSTUDIOS, Inc. (NASDAQ:MYPS)

With a median price-to-sales (or "P/S") ratio of close to 1.3x in the Entertainment industry in the United States, you...
Seeking Alpha • Jun 11

Playstudios: Cheaply Valued With Organic Growth Expected This Year

Summary Playstudios shares are down nearly 20% this year, despite solid business performance. The company continues to exhibit strong profitability, even as revenue has stagnated in recent quarters. The company’s net cash position comprises of more than 40% of its current market cap, and management is executing a $50 million share repurchase program. Read the full article on Seeking Alpha
Articolo di analisi • Mar 15

Analyst Estimates: Here's What Brokers Think Of PLAYSTUDIOS, Inc. (NASDAQ:MYPS) After Its Full-Year Report

PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) shareholders are probably feeling a little disappointed, since its shares fell 6.1...
Articolo di analisi • Jan 06

Subdued Growth No Barrier To PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) Price

It's not a stretch to say that PLAYSTUDIOS, Inc.'s ( NASDAQ:MYPS ) price-to-sales (or "P/S") ratio of 1x right now...
Articolo di analisi • May 11

Earnings Update: PLAYSTUDIOS, Inc. (NASDAQ:MYPS) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

As you might know, PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) just kicked off its latest first-quarter results with some very...
Articolo di analisi • Feb 25

PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) Intrinsic Value Is Potentially 78% Above Its Share Price

Key Insights PLAYSTUDIOS' estimated fair value is US$6.89 based on 2 Stage Free Cash Flow to Equity Current share price...
Articolo di analisi • Jan 15

Companies Like PLAYSTUDIOS (NASDAQ:MYPS) Can Afford To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha • Oct 13

PLAYSTUDIOS acquires casual games publisher Brainium

Gaming company PLAYSTUDIOS (NASDAQ:MYPS) has acquired casual games publisher Brainium. The total consideration is $70M in upfront cash and a contingent consideration tied to the latter's performance during the period from the closing of the acquisition through Dec. 31. The acquisition of Brainium is accretive to PLAYSTUDIOS' earnings, more than doubles the company's average daily active users, expands the portfolio of games in new genres, diversifies revenue streams and advances the playAWARDS platform position. Source: Press Release
Seeking Alpha • Aug 14

Playstudios: Massively Undervalued

Playstudios has been hit in the short term by changing behavioral trends. Playstudios retains its loyal customer base. Playstudios' valuation is due for a massive upside. Introduction In the last 6 months, PLAYSTUDIOS, Inc. (MYPS) has declined 11.3% as a result of the economy worsening and changing behavioral trends. However, the company still has very solid fundamentals and its valuation remains due for a massive upside. Company Overview Playstudios is a free-to-play casual online video game company, which before focused mainly on casino mobile games. More recently, however, they are known for having obtained exclusive rights to Tetris last November. The company makes nearly all its revenue from in-game store purchases along with advertisements. According to Straits Research, the Video Game market was worth $119 billion in 2021, with an attractive 12.3% 8-year CAGR. Rough Earnings Playstudios' Q2 earnings were not pretty. Revenue was $68.4 million, a decline of 3.4% YoY and missing expectations by $3.25 million. The company expects its 2022 revenue to be in the range of $270 to $285 million, which would mean between a 7% to a 1.3% decline compared to 2021. However, this is to be expected. Gaming activity as a whole has slowed down, and it's hard to beat the records that were set in atypical market conditions. However, they did report EPS of $0.04, which beat expectations by $0.05 Sound Fundamentals With Playstudios' revenue stemming from in-game purchases, seeing high daily and monthly active users is vital to understanding the health of the company. Although gaming at large has seen a decline, management reported that in Q2 2022, DAU saw an increase of 17.2% YoY and MAU saw an increase of 54.4% YoY. Playstudios can likely base its success in such a tumultuous time on its loyal player base. Its enduring franchises will secure the confidence of investors even in a depressive economy. With user activity numbers, it becomes clear that Playstudios saw its revenue decline because of reduced amounts of consumer discretionary spending (vs players disliking their games). This means that Playstudios revenue could quickly pick up again as the economy recovers. In addition, investors might be overly bearish on the growth prospects of Playstudios by comparing it to other triple-A publishers. Playstudios' catalog largely contains casual games, which a lot of the time are played in the outside world (on subways, waiting in lines, etc.) Therefore, any headwinds to its business will be less felt compared to the rest of the gaming industry. Valuation As a gaming company with plenty of growth ahead, a 1.76 P/S ratio by itself is incredibly low. However, I'll still be using it in my valuation model just to be conservative. Assuming Playstudios grows its revenue at an 8-year CAGR of 12.3% (along with the rest of the market) that puts its revenue at $717.8 million in 8 years. Applying its current 1.76x P/S ratio, which gives us a market cap of $1.263 billion. Discounting this figure back to today (with a discount rate of 10.5%) gives us a price target of $5.04, still a 21.1% upside despite using such a conservative P/S ratio. Not to mention, its valuation remains a perfect take-over candidate. Yahoo Finance My price target is closely supported by other analysts tracked by Yahoo Finance. With a range between $4 and $7, and an average of $5.84 (a 40.3% upside). Insider Buying The CEO of Playstudios, Andrew Pascal, bought the stock three times in June of 2022 totaling over 30,000 shares. Even when the stock fell from $6.3 to $4.56, the CEO continued buying, showing his conviction.
Articolo di analisi • Apr 08

PLAYSTUDIOS, Inc.'s (NASDAQ:MYPS) Shares Climb 28% But Its Business Is Yet to Catch Up

The PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) share price has done very well over the last month, posting an excellent gain of...
Articolo di analisi • Mar 10

PLAYSTUDIOS' (NASDAQ:MYPS) Shareholders Have More To Worry About Than Only Soft Earnings

A lackluster earnings announcement from PLAYSTUDIOS, Inc. ( NASDAQ:MYPS ) last week didn't sink the stock price. We...
Seeking Alpha • Mar 01

Getting Played By Playstudios

Up until a few days ago, MYPS was one of my highest conviction investments. The conference call dashed my hopes. Drastically lowered guidance has naturally lowered intrinsic value, the inputs for which I first based off of their initial projections not even a year ago. I feel lied to. Or they were disastrously wrong about the prospects for their own company. Either way, it's not good. All that notwithstanding, I am holding my position. Huge insider purchases and the optionality for several new revenue streams keep me interested.
Seeking Alpha • Dec 23

Playstudios: Big Reset

Playstudios has dipped below $4 following a major cut to 2021 guidance. The company has failed to officially launch Kingdom Boss, which was a major forecasted contributor to revenues. The stock is cheap with an EV/S multiple of 1x and the catalyst from a new game launch.
Seeking Alpha • Aug 27

Playstudios: Years Of Double-Digit Growth At A Great Price

I have written much about and have invested heavily in what I consider to be the most under-appreciated megatrend of our time: all things videogaming. Playstudios stands out among peers due to their unique loyalty program that offers real-world rewards for in-game play. Playstudios checks all the boxes: macro tailwinds, founder-led, strong product, compelling valuation.
Seeking Alpha • Jul 24

Playstudios, Inc.: Beaten Down SPAC Deal

Playstudios is one of the few SPAC deals to see substantial share redemptions. The stock has fallen to $6.60 despite strong growth and analyst price targets reaching up to $15.00. Playstudios trades at an attractive ~2x '22 EV/S targets.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Andrew Pascal rispetto agli utili di PLAYSTUDIOS?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$36m

Dec 31 2025US$4mUS$750k

-US$29m

Sep 30 2025n/an/a

-US$37m

Jun 30 2025n/an/a

-US$31m

Mar 31 2025n/an/a

-US$31m

Dec 31 2024US$3mUS$750k

-US$29m

Sep 30 2024n/an/a

-US$26m

Jun 30 2024n/an/a

-US$19m

Mar 31 2024n/an/a

-US$17m

Dec 31 2023US$6mUS$740k

-US$19m

Sep 30 2023n/an/a

-US$1m

Jun 30 2023n/an/a

-US$1m

Mar 31 2023n/an/a

US$5m

Dec 31 2022US$1mUS$500k

-US$18m

Sep 30 2022n/an/a

-US$15m

Jun 30 2022n/an/a

-US$8m

Mar 31 2022n/an/a

-US$20m

Dec 31 2021US$2mUS$500k

US$11m

Sep 30 2021n/an/a

-US$645k

Jun 30 2021n/an/a

-US$7m

Mar 31 2021n/an/a

US$13m

Dec 31 2020US$730kUS$500k

US$13m

Compensazione vs Mercato: La retribuzione totale di Andrew ($USD 3.80M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 625.54K ).

Compensazione vs guadagni: La retribuzione di Andrew è aumentata nonostante l'azienda non sia redditizia.

AMMINISTRATORE DELEGATO

Andrew Pascal (59 yo)

15.3yrs
Mandato
US$3,795,552
Compensazione

Mr. Andrew S. Pascal serves as Advisor at Acies Acquisition Corp. since October 22, 2020. He co-founded Acies Acquisition Corp. in August 2020. He is a Co-Founder, Chairman and Chief Executive Officer of P...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Andrew Pascal
Co-Founder15.3yrsUS$3.80m13.89%
$ 8.0m
Scott Peterson
Chief Financial Officer8.9yrsUS$1.45m0.35%
$ 201.9k
Robert Oseland
Chief Operating Officer1.3yrsUS$1.38m0.51%
$ 293.0k
Paul Mathews
Co-Founder & Executive VP15.3yrsNessun datoNessun dato
Joel Agena
General Counsel4.3yrsUS$1.29m0.035%
$ 20.5k
Mickey Sonnino
Chief Marketing Officer1.3yrsNessun datoNessun dato
Stephanie Rosol
Chief People Performance Officer4.8yrsNessun datoNessun dato
Katie Bolich
Head of Player Experience3.7yrsNessun datoNessun dato
4.5yrs
Durata media
59yo
Età media

Gestione esperta: Il team dirigenziale di MYPS è considerato esperto (durata media dell'incarico 4.5 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Andrew Pascal
Co-Founder15.3yrsUS$3.80m13.89%
$ 8.0m
Judy Mencher
Independent Director4.9yrsUS$347.35k0.61%
$ 352.5k
H. Horowitz
Independent Director4.9yrsUS$150.00k0.17%
$ 96.9k
Jason Krikorian
Independent Director4.9yrsUS$357.50k0.17%
$ 96.9k
Steven Zanella
Director4.4yrsUS$190.00k0.17%
$ 96.9k
4.9yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MYPS sono considerati esperti (durata media dell'incarico 4.9 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/13 11:28
Prezzo dell'azione a fine giornata2026/05/13 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

PLAYSTUDIOS, Inc. è coperta da 8 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael HickeyBenchmark Company
Ryan SigdahlCraig-Hallum Capital Group LLC
Cory CarpenterJ.P. Morgan