Israeli publisher and games platform Playtika recently released their 2025 Q3 financial report and it's full of good news, especially for their direct-sales efforts. 

Lifting on an overall YoY revenue increase of 8.7% (totaling $674.6M, with an Adjusted Net Income of $65.8M), Playtika reported that revenue from their direct-to-consumer platforms increased 19% sequentially and 20% year over year, hauling in $209.3M for the company. Meaning DTC represents 31% percent of their business. Not coincidentally, they've also increased their long-term DTC share target to 40%.

It's still less than half of their third-party platforms revenue ($465.3M), but likely the margins there are significantly higher. And third-party platform revenue only grew 4.2% YOY. 

While flagship title Disney Solitaire "continues to outperform expectations," founder and CEO Robert Antokol singled out Bingo Blitz, June's Journey, Solitaire Grand Harvest, and their newly acquired SuperPlay portfolio for the bump in DTC. According to Antokol, "This performance reinforces 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."

Playtika President and CFO Craig Abrahams singled out the continued margin momentum from their DTC business as a driver for earnings. 

Direct-sales growth "was broad-based across the portfolio, with the majority of DTC revenue coming from our casual games," said Abrahams, adding how their DTC systems "achieve outstanding approval rates, reduce reliance on third-party providers, and optimize processing methodologies for even stronger results."

And just like everyone else, Abrahams is monitoring the ever-evolving shifts coming out of the Epic v. Google settlement. "As Google Play policies evolve in the U.S. following recent court rulings, we see a potential tailwind for further DTC adoption and economics, subject to final implementation." It's not hard to speculate that recent court decisions in the U.S. played a strong role in their improved growth.

We go further into the strategies Playtika used in our DTC industry deep-dive. But the strength of their earnings and YOY increases shows a clear acceptance of DTC in the player base, and even clearer advantages for developers. And a transition to a DTC framework is honestly right there for the taking.