MYPS at a glance
PLAYSTUDIOS, Inc. (MYPS, SEC CIK 1823878) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as July 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PLAYSTUDIOS, Inc. (MYPS) reported revenue of $235.1 million (down 18.8% from FY2024) and a net loss of $28.6 million. Diluted EPS was -$0.23.
- As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding PLAYSTUDIOS, Inc. (MYPS) shares worth $7.0 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $235.1M
- −18.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 20 funds
- $7.0M · −3 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: free-to-play casual and social casino mobile games monetized via in-game virtual currency sales and ad monetization
- New emphasis on exclusive global mobile rights for Tetris® franchise (secured Nov 2021), launching Tetris Block Party Dec 2025 and The Win Zone Jan 2026
- Strategic shift toward integrating playAWARDS loyalty platform linking gameplay to real-world rewards from 167 partners in 106 countries, enhancing player engagement and retention
- Player base of 9.9 million average monthly active users in 2025 with over 100 million total game downloads and 19 million rewards redeemed valued at $965 million
- Recent acquisitions (Brainium Studios 2022, Pixode Games 2024) expand portfolio and diversify monetization with ad-based revenue streams and new game genres
Risk Factors
- Regulatory risk: evolving regulatory scrutiny on in-game purchases and virtual currency affecting monetization models
- Macroeconomic threat: reduced travel or event attendance due to economic downturns impacting playAWARDS real-world reward redemption with MGM
- Operational vulnerability: reliance on MGM for majority of rewards and licensed IP, with performance-based renewal risk
- Market disruption: competition from sweepstakes-based casino games causing declining traditional social casino revenue
- Financial risk: revenue concentration from small group of high-spending players, posing volatility risk to operating results
Management Discussion & Analysis
- Revenue $235.1M in 2025 vs $289.4M in 2024, down 18.8% or $54.3M YoY
- Operating loss $23.9M in 2025 vs $32.9M in 2024; net loss margin worsened to (12.2)% from (9.9)%
- Best performing segment: playGAMES revenue $234.1M down 19.1%, AEBITDA $58.6M down 31.1%; worst: playAWARDS revenue $1.0M up 1525.8%, AEBITDA loss reduced to $(8.7)M from $(13.7)M
- Cash flow details not provided; restructuring expenses dropped $22.2M to $3.5M; no explicit info on buybacks/dividends/capex
- Management notes risks from platform fee changes, user acquisition costs, and game economy management; no explicit forward guidance disclosed
AI summary of the MYPS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $54.992M, down 7.3% YoY from $59.338M
- Net loss margin (24.1%) vs (5.0%) YoY; operating loss $9.549M vs $3.487M
- Best segment playAWARDS revenue $790K, up 245.0%; worst playGAMES revenue $54.202M, down 8.3%
- PlayGAMES advertising revenue $12.316M, up 10.7%; virtual currency revenue $41.886M, down 12.7%
Risk Factors
- Newly added sweepstakes risk: traditional social casino performance declining from player migration and increased marketing competition
- Most materially updated market risk: sweepstakes offerings intensifying pressure through differentiated prizes and alternative acquisition economics
- Regulatory risk: evolving scrutiny of virtual currencies, in-game purchases, and consumer-protection standards
- Operational risk: MGM supplied the majority of playAWARDS rewards redeemed in recent periods, including 2025
- Financial concentration risk: substantial revenue depends on a relatively small number of highly engaged paying players
AI summary of the MYPS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- 1-for-10 reverse split effective September 30, 2026, reducing shares outstanding without changing proportional ownership
- Class A began split-adjusted Nasdaq trading October 1 under unchanged ticker “MYPS”
Item 8.01: Other Events
- Reverse stock split effective date and split ratio announced September 24, 2026
- Existing shareholders face reduced share counts and proportionally higher per-share prices
Item EX-99.1: Item EX-99.1
- 1-for-10 reverse split effective September 30, with split-adjusted Nasdaq trading beginning October 1 under MYPS
- Primary objective: regain compliance with Nasdaq’s $1.00 minimum bid-price requirement
AI summaries of MYPS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MYPS
Don't miss the next MYPS filing
- Alerts as it files. A push when MYPS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MYPS, by share count.
- Ask anything. An AI agent that reads every MYPS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Horowitz Hyman Joseph | A | Jul 16, 2026 | 120,000 | - |
| MENCHER JUDY K | A | Jul 16, 2026 | 120,000 | - |
| Krikorian Jason | A | Jul 16, 2026 | 120,000 | - |
| ZANELLA STEVEN J | A | Jul 16, 2026 | 120,000 | - |
| Peterson Scott Edward | J | May 18, 2026 | 75,812 | - |
| Peterson Scott Edward | J | May 18, 2026 | 25,271 | - |
| Peterson Scott Edward | J | May 18, 2026 | 75,812 | - |
| Peterson Scott Edward | J | May 18, 2026 | 25,271 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $310.9M | $289.4M | $235.1M |
| Operating Income | - | -$32.9M | -$23.9M |
| Net Income | -$19.4M | -$28.7M | -$28.6M |
| Op. Margin | - | -11.4% | -10.2% |
| Net Margin | -6.2% | -9.9% | -12.2% |
| Balance Sheet | |||
| Total Assets | - | $323.0M | $290.6M |
| Equity | - | $244.7M | $227.9M |
| ROE | - | -11.7% | -12.6% |
| Per Share | |||
| EPS | $-0.15 | $-0.22 | $-0.23 |
| Cash Flow | |||
| Operating CF | - | $45.7M | $26.3M |
| CapEx | $6.3M | $4.0M | $968K |
Source: XBRL data in PLAYSTUDIOS, Inc. (MYPS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MYPS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 20 | $7.0M |
| Q1 2026 | 23 | $9.5M |
| Q4 2025 | 22 | $13.6M |
| Q3 2025 | 23 | $20.8M |
| Q2 2025 | 26 | $29.4M |
| Q1 2025 | 22 | $17.5M |
| Q4 2024 | 17 | $22.7M |
| Q3 2024 | 16 | $10.1M |
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- BNY Mellon−219.8K
- T. Rowe Price Group−43.8K
- Wells Fargo & Co−33.8K
- Prudential Financial−12.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 169 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MYPS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 8-K | Sep 25, 2026 | - | Analysis | - |
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 10-Q | Aug 11, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | Apr 9, 2026 | - | - | - |
| 8-K | Mar 18, 2026 | - | Analysis | - |
| 4 | Mar 16, 2026 | - | - | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 10-K | Mar 16, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Feb 19, 2026 | - | - |
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MYPS SEC filings: frequently asked questions
Which institutions hold MYPS stock?
As of June 30, 2026, the largest PLAYSTUDIOS, Inc. (MYPS) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($1.9 million), Ameriprise Financial ($1.6 million), BlackRock ($916,000), Renaissance Technologies LLC ($463,000), AQR Capital Management ($452,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MYPS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PLAYSTUDIOS, Inc. (MYPS) reported revenue of $235.1 million (down 18.8% from FY2024) and a net loss of $28.6 million. Diluted EPS was -$0.23. The figures come from the XBRL data in the 10-K.
What are the main risks in MYPS's latest 10-K?
In the 10-K filed March 16, 2026, PLAYSTUDIOS, Inc. (MYPS) flagged: Regulatory risk: evolving regulatory scrutiny on in-game purchases and virtual currency affecting monetization models. Macroeconomic threat: reduced travel or event attendance due to economic downturns impacting playAWARDS real-world reward redemption with MGM. (AI summary of the Risk Factors section.)
What did MYPS report in its latest 8-K?
PLAYSTUDIOS, Inc. (MYPS) filed an 8-K on October 1, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws). 1-for-10 reverse split effective September 30, 2026, reducing shares outstanding without changing proportional ownership.
What are the latest MYPS SEC filings?
PLAYSTUDIOS, Inc. (MYPS) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on July 20, 2026.
What is MYPS's SEC CIK number?
PLAYSTUDIOS, Inc. (MYPS)'s SEC Central Index Key (CIK) is 1823878. EDGAR lists every MYPS filing under that number.
Ask anything about MYPS
The research agent reads MYPS's filings, financials, insider trades and 13F holders, then answers with sources.