MYPS.NASDAQPlaystudios, INC

10-K/A: PLAYSTUDIOS, Inc. Files Amended Annual Report

Sentiment:

Annual Report Amendment


PLAYSTUDIOS, Inc. has filed an amendment to its 2025 Annual Report on Form 10-K, primarily to include previously omitted Part III information regarding directors, executive compensation, and corporate governance.

Summary

  • PLAYSTUDIOS, Inc. has filed an Amendment No. 1 to its 2025 Annual Report on Form 10-K.
  • This amendment is to include information required by Items 10 through 14 of Part III, which was initially omitted pending the filing of a definitive proxy statement.
  • The amendment incorporates details on Directors, Executive Officers, Corporate Governance, Executive Compensation, Security Ownership, Certain Relationships and Related Transactions, and Principal Accounting Fees and Services.
  • The company also supplemented Item 15 of Part IV to include updated certifications pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
  • This amendment does not alter or update any other disclosures from the original report and speaks only as of the original filing date of March 16, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it is a procedural amendment to include standard corporate disclosures and does not present new financial results or strategic updates.

Future Outlook

This filing is an amendment to a previous annual report and does not contain new forward-looking statements or guidance. It primarily serves to include previously omitted Part III information.

Management Comments

  • Andrew Pascal certifies that the report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading.
  • Scott Peterson certifies that the report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading.

Industry Context

StockSavvy.ai notes that this filing is a procedural amendment to a Form 10-K, common for companies that initially rely on proxy statement incorporation for Part III disclosures. This practice is standard for compliance with SEC regulations but does not reflect new operational or financial performance.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Disclosure UpdateInclusion of detailed information on Directors, Executive Officers, and Corporate Governance practices.As of December 31, 2025Provides shareholders with comprehensive information on board composition, executive roles, and governance policies.
Disclosure UpdateInclusion of detailed information on Executive Compensation, including base salary, bonuses, and equity awards for Named Executive Officers (NEOs).For the year ended December 31, 2025Offers transparency into the compensation structure for key executives and aligns with shareholder interests.
Disclosure UpdateInclusion of information on Security Ownership by beneficial owners and management, detailing shareholdings and voting power.As of March 20, 2026Clarifies ownership structure and control dynamics within the company.
Disclosure UpdateInclusion of details on Certain Relationships and Related Transactions, including those with MGM Resorts International and sponsor entities.As of December 31, 2025Ensures transparency regarding transactions with related parties.
Disclosure UpdateInclusion of Principal Accounting Fees and Services provided by Deloitte & Touche LLP for fiscal years 2025 and 2024.For the years ended December 31, 2025 and 2024Details the relationship and fees paid to the independent auditor.
Policy ReinforcementReiteration of the prohibition on hedging and stock pledging by directors, officers, and employees.OngoingReinforces insider trading policies and aligns executive interests with long-term shareholder value.
Policy ImplementationConfirmation of a mandatory recoupment policy in accordance with SEC and Nasdaq rules for incentive compensation.Adopted November 1, 2023 (effective October 2, 2023)Provides a mechanism for clawing back incentive compensation in case of financial restatements.

Related Party Transactions

  • MGM Resorts International is a stockholder and has a board representative; the company has a joint marketing agreement with MGM, which includes profit share buyouts and past PIPE financing commitments.
  • Andrew Pascal, CEO, has family members employed by the company, including his brother David Pascal, Director of Marketing, who received approximately $0.3 million in compensation in 2025.
  • The company made charitable contributions of $1.5 million to the PLAYSTUDIOS Impact Fund, a private foundation established by the company and administered by certain management team members.

Stakeholder Impact

  • Shareholders: Receive updated and comprehensive information on corporate governance, executive compensation, and ownership, enhancing transparency.
  • Employees: Subject to the company's code of conduct, insider trading policies, and recoupment policy.
  • Management: Details of their compensation, equity awards, and severance plans are disclosed.
  • Directors: Information on their compensation, qualifications, and governance roles is provided.

Next Steps

  • The company will file its definitive proxy statement, which will be incorporated by reference into future filings if done within the required timeframe.
  • The company will continue to operate under its existing corporate governance and compensation structures as detailed in the amended report.

Key Dates

DateDescription
2011-01-01Old PLAYSTUDIOS, Inc. founded.
2021-06-21Andrew Pascal appointed CEO and Chairman of the Board; Business Combination with Acies Acquisition Corp. consummated.
2021-12-21Steven J. Zanella appointed as Director.
2022-02-23Joel Agena appointed as General Counsel and Secretary.
2025-01-23Robert Oseland appointed as Chief Operating Officer.
2025-03-07Compensation Committee adopted the PLAYSTUDIOS, Inc. Severance and Change in Control Plan.
2025-12-31Fiscal year end for the report.
2026-03-16Original Form 10-K filed with the SEC.
2026-03-20As of this date, shares of Class A and Class B common stock outstanding were reported.
2026-04-02Date of the certifications by CEO and CFO.

Keywords

PLAYSTUDIOS, 10-K/A, Annual Report, SEC Filing, Corporate Governance, Executive Compensation, Directors, Financial Reporting

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