PLAYSTUDIOS, Inc. Quarterly report [Sections 13 or 15(d)]

STOCK-BASED COMPENSATION

9 Months Ended

Sep. 30, 2026

NOTE 18—STOCK-BASED COMPENSATION

The following table summarizes stock-based compensation expense for the periods shown:


	Three Months Ended September 30,				Nine Months Ended September 30,
	2026		2025		2026		2025
Selling and marketing	$	5	$	76	$	535	$	314
General and administrative	1,517		2,116		4,561		8,321
Research and development	519		838		1,683		3,261
Stock-based compensation expense	$	2,041	$	3,030	$	6,779	$	11,896
Capitalized stock-based compensation	$	70	$	161	$	312	$	447

The following is a summary of outstanding stock-based compensation as of September 30, 2026 (in thousands, except weighted-average vesting period):


	Unrecognized Stock-Based Compensation Expense		Weighted-Average Remaining Vesting Period (in years)
Restricted stock units	$	6,407	1.5
Performance stock units	527		0.5
Total	$	6,933

The following is a summary of awards granted for the periods shown:


	Three Months Ended September 30,		Nine Months Ended September 30,
	2026	2025	2026	2025
Restricted stock units	55	94	218	677
Performance stock units	—	—	259	270
Total	55	94	477	947