🔹 Bookings: $1.92B (Est. $1.65B) 🟢; UP +70% YoY
🔹 Revenue: $1.36B; UP +48% YoY
🔹 Avg. DAUs: 151.5M; UP +70% YoY
🔹 Hours Engaged: 39.6B; UP +91% YoY
🔹 Monthly Unique Payers (MUPs): 35.8M; UP +88% YoY
Guidance
🔹 Q4’25 Bookings: $2.00–$2.05B (Est. $1.80B) 🟢
🔹 Q4’25 Revenue: $1.35–$1.40B
🔹 Q4’25 Consolidated Net Loss: $(345)–$(375)M
🔹 FY’25 Revenue: $4.83–$4.88B
🔹 FY’25 Bookings: $6.57–$6.62B (Est. $6.16B) 🟢
🔹 FY’25 Consolidated Net Loss: $(1.10)–$(1.13)B
Other metrics:
🔹 Consolidated Net Loss: $(257)M
🔹 Adj. EBITDA: $45.7M
🔹 Operating Cash Flow: $546M; UP +121% YoY
🔹 Free Cash Flow: $443M; UP +103% YoY
CEO Commentary
🔸 “Our third-quarter results demonstrate the tremendous progress we’ve made toward our goal of capturing 10% of the global gaming market.”