11/6/2025

speaker
Operator
Conference Operator

Good day, and thank you for standing by. Welcome to the Platica Q3 2025 earnings call. At this time, our participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you will need to press star 1-1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 1-1 again. Please be advised, that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Tay Lee, SVP, Corporate Finance, and Investor Relations. Please go ahead.

speaker
Tay Lee
SVP, Corporate Finance & Investor Relations

Welcome, everyone, and thank you for joining us today for the third quarter 2025 earnings call for Platica Holding Corp. Joining me on the call today are Robert Anticall, co-founder and CEO of Platica, and Craig Abrams, Platica's President and Chief Financial Officer. I would like to remind you that today's discussion may contain forward-looking statements, including but not limited to the company's anticipated future revenue and operating performance, and more specifically, the future performance of our individual titles, such as Slaughter Mania or our recently launched Disney Solitaire. These statements and other comments are not a guarantee of future performance, but rather are subject to risks and uncertainties, some of which are beyond our control. These forward-looking statements apply as of today. and you should not rely on them as representing our views in the future. We undertake no obligation to update these statements after this call. We have posted an accompanying slide deck to our investor relations website, which contains information on forward-looking statements and non-GAAP measures, and we will also post our prepared remarks immediately following the call. For a more complete discussion of the risks and uncertainties, please see our filings with the SEC. With that, I will now turn the call over to Robert.

speaker
Robert Anticall
Co-Founder & CEO

Good morning and thank you everyone for joining our call today. As we approach the end of 2025, I want to start with Super Play. Our Super Play portfolio is driving exceptional growth, led by Disney Solitaire, which has scaled faster than any title in our 15 years history. Disney Solitaire continues to outperform expectations establishing itself as one of 2025 standout new mobile launches. The title is tracking at an annualized run rate above $200 million, supported by strong engagement and rising D2C mix. Building on that momentum, I am pleased to announce that we have expanded our collaboration with Disney and Pixar Games and they're developing a new title in the Super Play pipeline. We will share additional details at the appropriate time. Turning to the quarter, I'm proud to share that Splatica continues to execute with the focus and discipline. This quarter, we delivered another record in direct-to-consumer revenue, reaching an all-time high with a broad base contribution from Bingo Blitz, June Journey, Solitaire Grand Harvest, and our Super Play portfolio. This performance reinforced the strength of our strategy to deepen player relationships and protect our operating margins. Supported by recent policy changes that opened new payment channels and expanded our ability to route transactions through direct-to-consumer platforms. As we look at 2026, our portfolio transition will continue. This includes ongoing work to strengthen our slot business. Slot money remains strategically important to Platica, and while it continues to be a significant headwind for the business, we are focused on stabilizing the franchise over time. In parallel, we will continue relocating resources toward higher return opportunities and away from titles that no longer meet our ROI thresholds. We believe this strategy will straighten our portfolio mix and enhance long-term cash generation. With this context, Craig will walk through the details behind our record D2C numbers. provide updates on our top titles, and review the quarter's results in greater detail. Thank you, Robert.

Disclaimer

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Investor presentation