Company: LAWIL
Filing Date: 2025-08-06
Form Type: 10-Q
Source: 0000750004-25-000048
Chunk: 129

Company: Light & Wonder, Inc.
Filing Date: 2025-08-06
Form: 10-Q
Item: Part I, Item 8
Chunk 129
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 proprietary direct-to-consumer platform.

We have a significant portion of SciPlay personnel located in Tel Aviv, Israel. In light of current circumstances in Israel, we are actively monitoring developments and are ready to redirect resources as needed to minimize impact on SciPlay operations. We do not have servers or infrastructure that are located in Israel that host our games. While we have not yet seen an impact on our business from current events, they could negatively affect the performance of the personnel in that area and have an adverse impact on our business if these events continue and/or escalate. 

Results of Operations and KPIs

Three and Six Months Ended June 30, 2025 and 2024

(1) Other primarily represents advertising revenue, which was not material for the periods presented. 

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Three Months Ended June 30,VarianceSix Months Ended June 30,Variance(in millions unless otherwise noted)202520242025 vs. 2024202520242025 vs. 2024Revenue:    Third-party platforms and other(1)$165 $181 $(16)(9)%$339 $375 $(36)(10)%Direct-to-consumer platforms35 24 11 46 %63 36 27 75 %Total revenue$200 $205 $(5)(2)%$402 $411 $(9)(2)%KPIs:In-App Purchases:Average MAU(2)5.2 5.4 (0.2)(4)%5.4 5.6 (0.2)(4)%Average DAU(3)2.0 2.1 (0.1)(5)%2.1 2.2 (0.1)(5)%ARPDAU(4)$1.08 $1.04 $0.04 4 %$1.07 $1.02 $0.05 5 %Average MPUs(5) (in thousands)512 574 (62)(11)%542 584 (42)(7)%AMRPPU(6)$128.96 $116.91 $12.05 10 %$122.63 $115.42 $7.21 6 %Payer Conversion Rate(7)9.8 %10.5 %(0.7)ppnm10.1 %10.4 %(0.3)ppnmnm