Earnings Call Summary | Playstudios(MYPS.US) Q4 2023 Earnings Conference
Earnings Call Summary | Playstudios(MYPS.US) Q4 2023 Earnings Conference
The following is a summary of the PLAYSTUDIOS, Inc. (MYPS) Q4 2023 Earnings Call Transcript:
以下是PLAYSTUDIOS, Inc.（MYPS）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
PLAYSTUDIOS ended the fourth quarter with strong revenues and adjusted EBITDA, greatly surpassing both guidance and analyst expectations.
The company witnessed a significant growth in adjusted EBITDA by nearly 65% throughout the year and expanded EBITDA margins by close to 700 basis points.
Despite a contraction in the mobile games industry, the company's revenues grew by 7%.
PLAYSTUDIOS diversified its sales mix, marking a rise in advertising revenues from 8% to 19%.
It continues to add users with increases in MAU and DAU by 70% and 84%, respectively.
The company maintained a robust financial stance by purchasing $15 million in stock, remaining debt-free, and retaining a strong cash balance.
PLAYSTUDIOS在第四季度末实现了强劲的收入和调整后的息税折旧摊销前利润，大大超过了预期和分析师的预期。
该公司全年调整后的息税折旧摊销前利润大幅增长了近65％，息税折旧摊销前利润率扩大了近700个基点。
尽管手机游戏行业萎缩，但该公司的收入增长了7％。
PLAYSTUDIOS实现了销售结构的多元化，标志着广告收入从8％增长到19％。
它继续增加用户，MAU和DAU分别增长了70％和84％。
该公司通过购买1500万美元的股票、保持无债务和保持强劲的现金余额来保持稳健的财务状况。
Business Progress:
业务进展：
PLAYSTUDIOS went through a reorganization around its main business lines: playGAMES and playAWARDS, leading to more efficiencies.
The company renewed its partnership with the Tetris Company and managed to double Tetris Prime's revenues, extending their mobile license for up to additional eight years.
It completely incorporated Brainium into their operating framework, resulting in sequential quarter-over-quarter growth.
The focus for 2024 is to stabilize core products, sustain growth portfolio momentum for playGAMES; and for playAWARDS, they are looking to commercialize the platform, aiming to provide loyalty services for other game publishers and access to a larger consumer network.
The company is considering buying back their own stock under the repurchased $50 million share authorization, and is persistently on the lookout for strategic acquisitions aligning with their expansion plans.
PLAYSTUDIOS围绕其主要业务线：PlayGames和PlayAwards进行了重组，从而提高了效率。
该公司续订了与俄罗斯方块公司的合作伙伴关系，并设法将Tetris Prime的收入翻了一番，将其移动许可证再延长了八年。
它将Brainium完全纳入了他们的运营框架，从而实现了连续的季度环比增长。
2024年的重点是稳定核心产品，维持PlayGames的增长组合势头；对于PlayAwards，他们正在寻求将该平台商业化，旨在为其他游戏发行商提供忠诚度服务，并进入更大的消费者网络。
该公司正在考虑根据回购的5000万美元股票授权回购自己的股票，并一直在寻找与其扩张计划相一致的战略收购。
More details: playstudios IR
更多详情： 游戏工作室红外线
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