SEGMENT REPORTING (Tables)

3 Months Ended

Mar. 31, 2026

The following table presents the Company’s segment information:


	Three Months Ended March 31, 2026						Three Months Ended March 31, 2025
	playGAMES		playAWARDS		Total		playGAMES		playAWARDS		Total
Net revenue
Virtual currency	$	44,705	$	543	$	45,248	$	50,692	$	148	$	50,840
Advertising	13,157		—		13,157		11,863		—		11,863
Other	—		5		5		—		6		6
	57,862		548		58,410		62,555		154		62,709
Segment expenses
Cost of sales	11,991		54		12,045		15,763		16		15,779
Payroll & related	10,011		1,488		11,499		9,175		1,567		10,742
User acquisition	16,693		—		16,693		10,157		—		10,157
Other(1)	10,493		498		10,991		9,151		860		10,011
	49,188		2,040		51,228		44,246		2,443		46,689

Reportable segment AEBITDA	$	8,674	$	(1,492)	$	7,182	$	18,309	$	(2,289)	$	16,020

Other operating expense
Corporate and other					$	3,611					$	3,533
Restructuring expenses					4,652						1,335
Other reconciling items					7						3
Stock-based compensation					2,384						4,258

Depreciation and amortization					9,833						9,632
					20,487						18,761
Non-operating income (expense)
Change in fair value of warrant liabilities					18						101
Change in fair value of contingent consideration					2,780						(325)
Interest income, net					722						906
Other expense					(281)						(473)
					3,239						209

Loss before income taxes					(10,066)						(2,532)
Income tax expense					(610)						(348)
Net loss					$	(10,676)					$	(2,880)

(1)Consists of legal, rent, information technology, outside services, marketing, and other general and administrative expenses.

Schedule of Reorganization Plan

The following table presents the charges for the 2026 Reorganization Plan, which is reflected in “Restructuring and related” in the Condensed Consolidated Statements of Operations:


	Three Months Ended March 31, 2026
	playGAMES		playAWARDS		Corporate and Other		Total
Employee termination benefits	$	1,461	$	261	$	565	$	2,287
Lease-related charges(1)	121		68		149		338
Asset-related charges(2)	191		3		6		200
Other	14		7		31		52
Total	$	1,787	$	339	$	751	$	2,877

(1)Lease-related charges primarily represent accelerated amortization of operating lease right of use ("ROU") assets due to a change in useful life. See Note 11—Leases for further discussion.

(2)Asset-related charges primarily represent impairment and loss on disposal of property and equipment.

Schedule of Liabilities Associated with Reorganization Plans

The following table summarizes the activity related to the liabilities associated with the Company's reorganization plan:


	playGAMES		playAWARDS		Corporate and Other		Total
Balance as of December 31, 2025	$	—	$	—	$	—	$	—
Reorganization charges and adjustments	1,787		339		751		2,877
Non-cash charges	(312)		(71)		(155)		(538)
Payments	(200)		(37)		(31)		(268)
Balance as of March 31, 2026	$	1,275	$	231	$	565	$	2,071