Playtika Holding マネジメント
マネジメント 基準チェック /44
Playtika Holdingの CEO はRobert Antokolで、 Oct2019年に任命され、 の在任期間は 6.58年です。 の年間総報酬は$ 5.85Mで、 35.5%給与と64.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の4.71%を直接所有しており、その価値は$ 60.70M 。経営陣と取締役会の平均在任期間はそれぞれ2.6年と5.9年です。
主要情報
Robert Antokol
最高経営責任者
US$5.9m
報酬総額
| CEO給与比率 | 35.53% |
| CEO在任期間 | 6.6yrs |
| CEOの所有権 | 4.7% |
| 経営陣の平均在職期間 | 2.6yrs |
| 取締役会の平均在任期間 | 5.9yrs |
経営陣の近況
Recent updates
ナラティブの更新 • May 27
PLTK: Superplay Earnouts Will Constrain Free Cash Flow And Future Upside
Analysts have lowered Playtika Holding's average price target to about $3, reflecting expectations for flat revenue, higher discount rates and pressure on free cash flow in 2026, even as margin trends benefit from the SuperPlay acquisition and growing direct to consumer contributions. Analyst Commentary Recent Street research reflects a cautious stance on Playtika, with several firms trimming price targets and moving to more neutral ratings following the latest earnings updates.Seeking Alpha • May 16
Playtika's Strong Guidance Signals A Real Turn (Rating Upgrade)
Summary Playtika is rated a strong buy, with a 29% gain since the last Buy at $2.87, driven by rapid D2C growth and raised FY26 guidance. PLTK’s DTC platform revenue surged 62.8% YoY, now 39.2% of total, while Disney Solitaire’s Q1 revenue hit $123.3 million, supporting optimism for new-game traction. Adjusted EBITDA margin dropped to 16.8% in Q1 due to front-loaded investments, but management expects normalization and a full-year margin of 27.3%-27.7%. Valuation remains compelling at 4.2x forward EV/EBITDA, with upside over 200% if FY26 guidance is met; liquidity and leverage appear manageable barring major external shocks. Read the full article on Seeking Alpha
ナラティブの更新 • May 01
PLTK: Future Margin Expansion And SuperPlay Integration Will Support Equity Upside
Analysts have reduced the consolidated price targets on Playtika, with the updated fair value estimate now near $10.90. They are factoring in softer expectations reflected in new targets around $3 to $5.50, along with views that SuperPlay related earnouts, direct to consumer margin trends, and limited free cash flow in 2026 are shaping a more cautious outlook.
ナラティブの更新 • Apr 16
PLTK: Future Returns Will Depend On Margin Expansion Despite Earnout Headwinds
Narrative Update on Playtika Holding Analysts have reduced their average price targets on Playtika by several dollars to a range of approximately $3 to $5, citing updated earnings models, expectations for no growth in 2026, and concerns that SuperPlay earnout obligations could absorb much of the near term free cash flow available to equity. Analyst Commentary Recent Street research on Playtika clusters around lower price targets and more cautious ratings, but it still highlights some areas that analysts view as constructive for execution and profitability.ナラティブの更新 • Apr 02
PLTK: Margin Support And Earnout Obligations Will Shape Future Upside Potential
Analysts have trimmed Playtika Holding's fair value estimate from $4.00 to $3.00, pointing to lower price targets across the Street and concerns that SuperPlay earnout obligations and limited free cash flow in 2026 may offset the benefits from stabilizing revenue and margin support from direct to consumer channels. Analyst Commentary Recent research updates show a clear tilt toward caution, with several firms marking down their price targets and, in some cases, lowering ratings following Playtika's latest earnings and updated outlook.ナラティブの更新 • Mar 19
PLTK: Future Returns Will Rely On Margin Expansion And Free Cash Flow Recovery
Analyst price targets for Playtika Holding have moved lower in recent weeks, with several firms cutting targets into a $3 to $5.50 range as analysts factor in constrained free cash flow from SuperPlay earnouts, alongside stable revenue trends and improving margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight that margin expansion linked to the SuperPlay acquisition and higher direct to consumer contributions supports the current earnings profile, even as revenue trends are described as stable rather than growth driven.ナラティブの更新 • Mar 04
PLTK: Stable Earnings Power Will Support Future Upside Despite SuperPlay Obligations
Our updated fair value estimate for Playtika Holding edges down to $10.90 from $11.43, as analysts trim price targets to a $3 to $5.50 range and flag SuperPlay earnout obligations, refinancing needs, and constrained free cash flow, even as they acknowledge stable revenue trends and margin support. Analyst Commentary Street research on Playtika has shifted toward more cautious valuations, with several firms trimming price targets into a US$3 to US$5.50 band while largely maintaining neutral stances.ナラティブの更新 • Feb 18
PLTK: Improved Margins And NFL Collaboration Will Support Future Upside
Analysts have adjusted their price target on Playtika Holding to $4.00, reflecting slightly revised assumptions around discount rate, revenue growth, profit margins and forward P/E, while keeping their overall valuation view essentially unchanged. What's in the News The World Series of Poker free-to-play app has launched a collaboration with the National Football League, adding limited-time NFL-themed content for users through February 8, 2026 (Key Developments).ナラティブの更新 • Feb 04
PLTK: Future Shareholder Returns Will Be Driven By Capital Returns And M&A
Analysts have adjusted their price targets on Playtika Holding only marginally, reflecting updated assumptions for revenue trends, profit margins, and future P/E that remain broadly in line with prior views. What's in the News World Series of Poker free-to-play app launched an NFL collaboration running through February 8, 2026, adding limited-time NFL themed features, missions, puzzles, avatars, and events across web, iOS, and Android (Key Developments).ナラティブの更新 • Jan 21
PLTK: Higher Margins And NFL Partnership Will Support Future Upside
Analysts have adjusted their price targets for Playtika Holding slightly lower in US$ terms, reflecting updated views on revenue growth, discount rates, and future P/E expectations, while also acknowledging a modestly higher profit margin outlook. What's in the News World Series of Poker free to play app launched a limited time collaboration with the National Football League, adding NFL themed features, missions, avatars, puzzles, and tournaments through February 8, 2026 across web, iOS, and Android (Key Developments).分析記事 • Jan 16
Why Playtika Holding Corp. (NASDAQ:PLTK) Could Be Worth Watching
While Playtika Holding Corp. ( NASDAQ:PLTK ) might not have the largest market cap around , it saw significant share...ナラティブの更新 • Jan 07
PLTK: Share Repurchases And M&A Pipeline Will Support Future Upside Potential
Analysts now estimate Playtika Holding's fair value at about $11.43, down from roughly $11.96. The change reflects updated assumptions for softer revenue growth, a slightly higher discount rate, a higher future P/E multiple, and a modestly lower profit margin outlook.ナラティブの更新 • Dec 19
PLTK: Future Shareholder Returns Will Be Driven By Capital Return Strategy
Narrative Update on Playtika Holding Analysts have modestly revised their price target on Playtika Holding, nudging it higher by a low single digit percentage in dollar terms. This reflects steady assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples despite a lack of new Street research catalysts.ナラティブの更新 • Dec 05
PLTK: Future Cash Flows Will Support Upside Despite Lowered Expectations
Analysts reduced their price target on Playtika Holding from $5.50 to $4.00, reflecting tempered expectations for the stock despite largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future valuation multiples. Analyst Commentary Analysts highlight a more balanced risk reward profile for Playtika following the price target reduction, noting that the lower target better reflects current operational execution and growth visibility.分析記事 • Nov 26
Playtika Holding's (NASDAQ:PLTK) Dividend Will Be $0.10
The board of Playtika Holding Corp. ( NASDAQ:PLTK ) has announced that it will pay a dividend of $0.10 per share on the...ナラティブの更新 • Nov 21
PLTK: Revenue Guidance And Cash Flow Will Support Forward Momentum
Narrative Update: Analyst Price Target Revision for Playtika Holding Analysts have reduced their price target for Playtika Holding from $5.50 to $4.00, citing increased discount rates, slower revenue growth, and contracting profit margins as key factors in their revised outlook. Analyst Commentary Recent analyst research has highlighted both optimism and caution regarding Playtika Holding's future performance.分析記事 • Nov 12
Investors Still Aren't Entirely Convinced By Playtika Holding Corp.'s (NASDAQ:PLTK) Earnings Despite 25% Price Jump
Playtika Holding Corp. ( NASDAQ:PLTK ) shares have had a really impressive month, gaining 25% after a shaky period...ナラティブの更新 • Nov 05
PLTK: Rising Profit Margins Will Drive Renewed Market Optimism Going Forward
Narrative Update on Playtika Holding Analysts have lowered their price target for Playtika Holding from $5.50 to $4.00. They cite slower revenue growth expectations, even as profit margins and valuation metrics have improved.分析記事 • Aug 15
Some May Be Optimistic About Playtika Holding's (NASDAQ:PLTK) Earnings
NasdaqGS:PLTK 1 Year Share Price vs Fair Value Explore Playtika Holding's Fair Values from the Community and select...ナラティブの更新 • Aug 08
Expanding Global Mobile Adoption And Direct Payments Will Unlock Possibilities
Analysts have reduced their price target for Playtika Holding, primarily due to a significant downward revision in revenue growth forecasts, resulting in the fair value estimate dropping from $7.44 to $6.92. What's in the News Playtika revised revenue guidance to $2.70–$2.75 billion.分析記事 • Jul 16
Here's What's Concerning About Playtika Holding's (NASDAQ:PLTK) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Jun 11
Playtika Holding's (NASDAQ:PLTK) Dividend Will Be $0.10
Playtika Holding Corp. ( NASDAQ:PLTK ) will pay a dividend of $0.10 on the 7th of July. Based on this payment, the...分析記事 • May 11
Playtika Holding Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shareholders might have noticed that Playtika Holding Corp. ( NASDAQ:PLTK ) filed its quarterly result this time last...分析記事 • Apr 14
Capital Allocation Trends At Playtika Holding (NASDAQ:PLTK) Aren't Ideal
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...分析記事 • Mar 24
Slammed 42% Playtika Holding Corp. (NASDAQ:PLTK) Screens Well Here But There Might Be A Catch
The Playtika Holding Corp. ( NASDAQ:PLTK ) share price has fared very poorly over the last month, falling by a...分析記事 • Mar 02
Playtika Holding (NASDAQ:PLTK) Will Pay A Dividend Of $0.10
Playtika Holding Corp. ( NASDAQ:PLTK ) will pay a dividend of $0.10 on the 4th of April. Based on this payment, the...Seeking Alpha • Feb 12
Playtika: Battling Stagnation With The Acquisition Of SuperPlay
Summary Playtika is a mobile gaming company using a free-to-play model with monetization through in-app purchases and advertising, with a growth strategy focused on acquisitions. Nine of Playtika's eleven games are acquired titles, with the planned acquisitions of SuperPlay's top games providing an estimated 6.6% to PLTK's revenue. Playtika's flagship game, Slotomania, has seen declining popularity, and efforts to reverse this trend remain uncertain. SuperPlay's acquisition is seen as a key opportunity for growth. Playtika's financials are stable, with positive but stagnant top and bottom lines. The company has manageable debt, though its balance sheet is not pristine. Investors should hold Playtika's stock until there is more clarity on SuperPlay's impact on overall revenue growth, leading to the stabilization and growth of its core gaming portfolio. Read the full article on Seeking Alpha分析記事 • Feb 06
Playtika Holding Corp. (NASDAQ:PLTK) Doing What It Can To Lift Shares
With a price-to-earnings (or "P/E") ratio of 12.6x Playtika Holding Corp. ( NASDAQ:PLTK ) may be sending bullish...分析記事 • Dec 12
Playtika Holding (NASDAQ:PLTK) May Have Issues Allocating Its Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Seeking Alpha • Nov 24
Playtika: Massive Clients, R&D, And Now Pays Dividends
Summary I am buying shares of Playtika Holding Corp. due to its strong cash flow, profitability, and undervaluation compared to competitors. PLTK's significant investment in R&D and partnerships with Apple, Google, and Facebook suggest potential for future game development and revenue growth. Despite some debt, PLTK's declining net Debt/EBITDA ratio and dividend payments make it an attractive investment at current price levels. Risks include potential game blocks by Google and geopolitical issues, but the company's ability to generate stable free cash flow supports my buy rating. Read the full article on Seeking Alpha分析記事 • Nov 15
There May Be Reason For Hope In Playtika Holding's (NASDAQ:PLTK) Disappointing Earnings
The market for Playtika Holding Corp.'s ( NASDAQ:PLTK ) shares didn't move much after it posted weak earnings recently...分析記事 • Nov 01
Playtika Holding Corp.'s (NASDAQ:PLTK) Share Price Is Matching Sentiment Around Its Earnings
With a price-to-earnings (or "P/E") ratio of 13.6x Playtika Holding Corp. ( NASDAQ:PLTK ) may be sending bullish...Seeking Alpha • Sep 20
Playtika: Looking For Growth Through A Pivotal Acquisition
Summary Playtika continues to see revenue declines and lower margins from its existing games portfolio. Management has turned to M&A to fuel growth through the acquisition of SuperPlay. This acquisition could potentially return Playtika to mid-single digit organic growth but will lead to lower overall margins. The acquisition will substantially increase Playtika’s leverage, thus elevating its risk profile, leading me to maintain my Hold rating on the shares. Read the full article on Seeking Alpha
新しいナラティブ • Sep 09
Expanding DTC Platforms And Tactical Acquisitions Fuel Optimistic Revenue And Margin Growth In Gaming Industry
Expansion of DTC platforms and strategic acquisitions like Animals and Coins aim to enhance margins and diversify Playtika's game portfolio.分析記事 • Aug 08
Is Now An Opportune Moment To Examine Playtika Holding Corp. (NASDAQ:PLTK)?
While Playtika Holding Corp. ( NASDAQ:PLTK ) might not have the largest market cap around , it received a lot of...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$294m |
| Dec 31 2025 | US$6m | US$2m | -US$206m |
| Sep 30 2025 | n/a | n/a | US$86m |
| Jun 30 2025 | n/a | n/a | US$86m |
| Mar 31 2025 | n/a | n/a | US$140m |
| Dec 31 2024 | US$84m | US$20k | US$162m |
| Sep 30 2024 | n/a | n/a | US$216m |
| Jun 30 2024 | n/a | n/a | US$215m |
| Mar 31 2024 | n/a | n/a | US$204m |
| Dec 31 2023 | US$49m | US$17k | US$235m |
| Sep 30 2023 | n/a | n/a | US$285m |
| Jun 30 2023 | n/a | n/a | US$316m |
| Mar 31 2023 | n/a | n/a | US$276m |
| Dec 31 2022 | US$57m | US$367k | US$275m |
| Sep 30 2022 | n/a | n/a | US$290m |
| Jun 30 2022 | n/a | n/a | US$302m |
| Mar 31 2022 | n/a | n/a | US$356m |
| Dec 31 2021 | US$63m | US$400k | US$309m |
| Sep 30 2021 | n/a | n/a | US$282m |
| Jun 30 2021 | n/a | n/a | US$322m |
| Mar 31 2021 | n/a | n/a | US$92m |
| Dec 31 2020 | US$372m | US$376k | US$92m |
| Sep 30 2020 | n/a | n/a | US$46m |
| Jun 30 2020 | n/a | n/a | -US$8m |
| Mar 31 2020 | n/a | n/a | US$228m |
| Dec 31 2019 | US$45m | US$362k | US$289m |
報酬と市場: Robertの 総報酬 ($USD 5.85M ) は、 US市場 ($USD 5.47M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Robertの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Robert Antokol (57 yo)
6.6yrs
在職期間
US$5,852,001
報酬
Mr. Robert Antokol is Co-Founder of Playtika Holding Corp. He serves as Chief Executive Officer of Playtika Holding Corp. since October 2019 and serves as its Chairperson of board of Directors since June 2...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 6.6yrs | US$5.85m | 4.71% $ 60.7m | |
| Chief Technology Officer | 2yrs | US$2.00m | 0.073% $ 940.6k | |
| Chief Legal Officer & Corporate Secretary | 9.6yrs | US$1.89m | 0.22% $ 2.9m | |
| Chief Marketing Officer | 9.2yrs | US$1.20m | 0.23% $ 2.9m | |
| Chief Financial Officer | less than a year | データなし | 0.051% $ 654.3k | |
| Chief Operations Officer | 2yrs | US$9.07m | 0.15% $ 2.0m | |
| Chief Accounting Officer | less than a year | データなし | データなし | |
| Chief Human Resources Officer | 3.2yrs | データなし | 0.058% $ 753.4k |
2.6yrs
平均在職期間
46.5yo
平均年齢
経験豊富な経営陣: PLTKの経営陣は 経験豊富 であると考えられます ( 2.6年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 5.9yrs | US$5.85m | 4.71% $ 60.7m | |
| Independent Director | 4.3yrs | US$315.92k | 0.021% $ 269.8k | |
| Independent Director | 5.9yrs | US$480.92k | 0.048% $ 622.7k | |
| Independent Director | 4.3yrs | US$430.92k | 0.046% $ 591.4k | |
| Lead Independent Director | 5.9yrs | US$498.42k | 0.048% $ 622.7k | |
| Director | 9.7yrs | データなし | データなし |
5.9yrs
平均在職期間
57yo
平均年齢
経験豊富なボード: PLTKの 取締役会 は 経験豊富 であると考えられます ( 5.9年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/27 00:59 |
| 終値 | 2026/05/27 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Playtika Holding Corp. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Colin Sebastian | Baird |
| Omar Dessouky | BofA Global Research |
| William Lampen | BTIG |