PlayStudios Inc-A 2026年季度报告

Washington, D.C. 20549 FORM 10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March31, 2026OR PLAYSTUDIOS, Inc. (Exact name of registrant as specified in its charter) Delaware 88-1802794 (State or other jurisdiction ofincorporation or organization) (I.R.S. EmployerIdentification Number) 10150 Covington Cross DriveLas Vegas, NV 89144(725) 877-7000 (Address, including zip code, and telephone number, including area code, of registrant’s principal executive offices) Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to filesuch reports), and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorterperiod that the Registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and “emerging growth company” in Rule12b-2 of the Exchange Act. Large accelerated filer☐Non-accelerated filer☐ Accelerated filer☒Smaller reporting company☒Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition periodfor complying with any new or revised financial accounting standards provided pursuant to Section7(a)(2)(B) of the Securities Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act): Yes☐No☒ As of April30, 2026, there were 111,897,452 shares of Class A common stock, $0.0001 par value per share, and 16,457,769shares of Class B common stock, $0.0001 par value per share, outstanding. Table of Contents PageCautionary Note Regarding Forward-Looking Statements3Part I - Financial Information5Item 1. Financial Statements (Unaudited)5Condensed Consolidated Balance Sheetsas of March31, 2026 and December31, 20255Condensed Consolidated Statements of Operationsfor the Three Months Ended March31, 2026 and March31, 20256Condensed Consolidated Statements of ComprehensiveLoss for the Three Months Ended March31, 2026 and March31,20257Condensed Consolidated Statements of Stockholders' Equityfor the Three Months Ended March31, 2026 and March31,20258Condensed Consolidated Statements of Cash Flowsfor the Three Months Ended March31, 2026 and March31, 20259Notes to Unaudited Condensed Consolidated Financial Statements10Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations28Item 3. Quantitative and Qualitative Disclosures About Market Risk39Item 4. Controls and Procedures39Part II - Other Information40Item 1. Legal Proceedings40Item 1A. Risk Factors40Item 2. Unregistered Sales of Equity Securities and Use of Proceeds41Item 3. Defaults Upon Senior Securities42Item 4. Mine Safety Disclosures42Item 5. Other Information42Item 6. Exhibits42Signatures43 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of Section 27A of theSecurities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the“Exchange Act”). These forward-looking statements are based on our current expectations, estimates, forecasts, and projections aboutfuture events and operating performance. All statements, other than statements of present or historical fact included in this QuarterlyReport, about our strategy, business model, competitive position, future operations, future financial performance, liquidity,profitability, cost structure, market opportunities, regulatory environment, and management’s plans and objectives are forward-lookingstatements. Any statements that refer to projections, forecasts or other characterizations of future events or circumstances, includingany underlying assumptions, are forward-looking statements. In some cases, you can identify forward-looking statements byterminology such as “may,” “should,” “could,” “would,” “expect,” “plan,” “anticipate,” “intend,” “believe,” “estimate,” “continue,”“goal,” “project” or the negative of such terms or other similar expressions. Forward-looking statements contained in this Quarterly Report on Form 10-Q may include, but are not limited to, statementsabout: •our business strategy, operating priorities, competitive positioning, and market opportunities; •our f