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PLAYSTUDIOS, Inc.（MYPS）与Planet Labs PBC（PL）财务数据对比。点击上方公司名可切换其他公司
Planet Labs PBC的季度营收约是PLAYSTUDIOS, Inc.的1.5倍（$81.3M vs $55.4M），PLAYSTUDIOS, Inc.净利率更高（-24.7% vs -72.8%，领先48.1%），Planet Labs PBC同比增速更快（32.6% vs -18.3%），PLAYSTUDIOS, Inc.自由现金流更多（$3.6M vs $1.9M），过去两年Planet Labs PBC的营收复合增速更高（17.5% vs -15.6%）
PLAYSTUDIOS是一家专注于开发发行免费社交及休闲博彩游戏的企业，产品覆盖移动端、桌面端及社交平台。其独有奖励体系支持玩家将游戏成就兑换为住宿、餐饮、演出门票等实体福利，业务覆盖全球多个主要市场。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
MYPS vs PL — 直观对比
营收规模更大
PL
是对方的1.5倍
$55.4M
营收增速更快
PL
高出50.9%
-18.3%
净利率更高
MYPS
高出48.1%
-72.8%
自由现金流更多
MYPS
多$1.7M
$1.9M
两年增速更快
PL
近两年复合增速
-15.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $55.4M | $81.3M |
| 净利润 | $-13.7M | $-59.2M |
| 毛利率 | — | 57.3% |
| 营业利润率 | -17.7% | -22.6% |
| 净利率 | -24.7% | -72.8% |
| 营收同比 | -18.3% | 32.6% |
| 净利润同比 | 38.9% | -194.7% |
| 每股收益（稀释后） | $-0.12 | $-0.19 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收MYPSPL
| Q4 25 | $55.4M | $81.3M | ||
| Q3 25 | $57.6M | $73.4M | ||
| Q2 25 | $59.3M | $66.3M | ||
| Q1 25 | $62.7M | $61.6M | ||
| Q4 24 | $67.8M | $61.3M | ||
| Q3 24 | $71.2M | $61.1M | ||
| Q2 24 | $72.6M | $60.4M | ||
| Q1 24 | $77.8M | $58.9M |
净利润MYPSPL
| Q4 25 | $-13.7M | $-59.2M | ||
| Q3 25 | $-9.1M | $-22.6M | ||
| Q2 25 | $-2.9M | $-12.6M | ||
| Q1 25 | $-2.9M | $-35.2M | ||
| Q4 24 | $-22.4M | $-20.1M | ||
| Q3 24 | $-3.1M | $-38.7M | ||
| Q2 24 | $-2.6M | $-29.3M | ||
| Q1 24 | $-567.0K | $-30.1M |
毛利率MYPSPL
| Q4 25 | — | 57.3% | ||
| Q3 25 | — | 57.6% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 62.1% | ||
| Q4 24 | — | 61.2% | ||
| Q3 24 | — | 52.9% | ||
| Q2 24 | — | 52.4% | ||
| Q1 24 | — | 55.2% |
营业利润率MYPSPL
| Q4 25 | -17.7% | -22.6% | ||
| Q3 25 | -13.6% | -24.5% | ||
| Q2 25 | -5.9% | -34.4% | ||
| Q1 25 | -4.4% | -31.5% | ||
| Q4 24 | -33.1% | -36.9% | ||
| Q3 24 | -6.7% | -64.8% | ||
| Q2 24 | -5.5% | -57.2% | ||
| Q1 24 | -2.2% | -57.6% |
净利率MYPSPL
| Q4 25 | -24.7% | -72.8% | ||
| Q3 25 | -15.8% | -30.8% | ||
| Q2 25 | -5.0% | -19.1% | ||
| Q1 25 | -4.6% | -57.1% | ||
| Q4 24 | -33.1% | -32.8% | ||
| Q3 24 | -4.3% | -63.3% | ||
| Q2 24 | -3.6% | -48.5% | ||
| Q1 24 | -0.7% | -51.1% |
每股收益（稀释后）MYPSPL
| Q4 25 | $-0.12 | $-0.19 | ||
| Q3 25 | $-0.07 | $-0.07 | ||
| Q2 25 | $-0.02 | $-0.04 | ||
| Q1 25 | $-0.02 | $-0.12 | ||
| Q4 24 | $-0.18 | $-0.07 | ||
| Q3 24 | $-0.02 | $-0.13 | ||
| Q2 24 | $-0.02 | $-0.10 | ||
| Q1 24 | $0.00 | $-0.10 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $104.9M | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $227.9M | $349.6M |
| 总资产 | $290.6M | $1.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MYPSPL
| Q4 25 | $104.9M | $443.3M | ||
| Q3 25 | $106.3M | $181.1M | ||
| Q2 25 | $112.9M | $133.5M | ||
| Q1 25 | $107.1M | $118.0M | ||
| Q4 24 | $109.2M | $139.0M | ||
| Q3 24 | $105.2M | $148.3M | ||
| Q2 24 | $106.3M | $107.4M | ||
| Q1 24 | $127.0M | $83.9M |
股东权益MYPSPL
| Q4 25 | $227.9M | $349.6M | ||
| Q3 25 | $238.9M | $435.7M | ||
| Q2 25 | $245.3M | $444.8M | ||
| Q1 25 | $244.1M | $441.3M | ||
| Q4 24 | $244.7M | $464.6M | ||
| Q3 24 | $265.2M | $473.2M | ||
| Q2 24 | $263.6M | $500.3M | ||
| Q1 24 | $288.4M | $518.0M |
总资产MYPSPL
| Q4 25 | $290.6M | $1.1B | ||
| Q3 25 | $299.2M | $696.4M | ||
| Q2 25 | $316.2M | $658.4M | ||
| Q1 25 | $313.8M | $633.8M | ||
| Q4 24 | $323.0M | $630.8M | ||
| Q3 24 | $330.6M | $658.4M | ||
| Q2 24 | $333.4M | $674.6M | ||
| Q1 24 | $357.5M | $702.0M |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $3.7M | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $3.6M | $1.9M |
| 自由现金流率自由现金流/营收 | 6.5% | 2.3% |
| 资本支出强度资本支出/营收 | 0.2% | 32.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $25.4M | $40.7M |
8季度趋势，按日历期对齐
经营现金流MYPSPL
| Q4 25 | $3.7M | $28.6M | ||
| Q3 25 | $5.7M | $67.8M | ||
| Q2 25 | $13.6M | $17.3M | ||
| Q1 25 | $3.3M | $-6.3M | ||
| Q4 24 | $11.6M | $4.1M | ||
| Q3 24 | $14.6M | $-7.9M | ||
| Q2 24 | $14.5M | $-4.3M | ||
| Q1 24 | $5.0M | $-6.8M |
自由现金流MYPSPL
| Q4 25 | $3.6M | $1.9M | ||
| Q3 25 | $5.4M | $47.5M | ||
| Q2 25 | $13.2M | $9.2M | ||
| Q1 25 | $3.2M | $-17.9M | ||
| Q4 24 | $11.5M | $-3.6M | ||
| Q3 24 | $13.9M | $-23.0M | ||
| Q2 24 | $12.8M | $-14.2M | ||
| Q1 24 | $3.6M | $-15.7M |
自由现金流率MYPSPL
| Q4 25 | 6.5% | 2.3% | ||
| Q3 25 | 9.3% | 64.7% | ||
| Q2 25 | 22.3% | 13.9% | ||
| Q1 25 | 5.1% | -29.1% | ||
| Q4 24 | 16.9% | -5.8% | ||
| Q3 24 | 19.6% | -37.6% | ||
| Q2 24 | 17.6% | -23.6% | ||
| Q1 24 | 4.6% | -26.7% |
资本支出强度MYPSPL
| Q4 25 | 0.2% | 32.9% | ||
| Q3 25 | 0.5% | 27.6% | ||
| Q2 25 | 0.7% | 12.3% | ||
| Q1 25 | 0.2% | 18.9% | ||
| Q4 24 | 0.2% | 12.5% | ||
| Q3 24 | 0.9% | 24.8% | ||
| Q2 24 | 2.4% | 16.4% | ||
| Q1 24 | 1.9% | 15.1% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
MYPS
暂无分部数据
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
