The latest direct-to-consumer numbers are out. As we’ve been doing in previous quarters, here we round up the results with real figures from the top public mobile games companies for January to March 2026.
Playtika had a remarkable quarter in Q1 for direct-to-consumer sales, with revenue increasing by 16.7% from the previous quarter and 62.8% year-over-year. D2C represented 39.2% of sales during the quarter, with the company boasting a close to $1.2bn annual run-rate through its platform. Overall revenue for Playtika rose by 9.7% sequentially and 5.5% year-on-year to $744.7m.
Playtika CEO Robert Antokol emphasized the benefits of owning the transaction, citing improved unit economics and enhanced direct engagement tools to serve players effectively over time, thereby enhancing the company's sustainability and operational strategies.
