Every material Form 8-K Playboy, Inc. has filed with the SEC since August 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Playboy reported third-quarter 2026 revenue of $31.7 million, up 9.4%, and net income of $1.9 million, up from $0.5 million a year earlier, with growth led by Honey Birdette and China licensing. Operating income rose to $4.0 million, helped by lower legal expenses and the release of a U.S. sales tax reserve, but the company still reported a net loss of $1.9 million for the nine months ended September 30, 2026. The company also agreed to acquire a Miami Beach property for a members club, with approximately $5.0 million of balance sheet cash committed.
Revenue was $31.7 million, up 9.4% from $29.0 million; Honey Birdette revenue rose 12.1% to $18.4 million.
Net income was $1.9 million, or $0.02 per share, compared with $0.5 million in the third quarter of 2025.
Adjusted EBITDA rose 95% to $7.9 million, the seventh consecutive quarter of positive adjusted EBITDA.
Nine-month net loss was $1.9 million; the company agreed to acquire a Miami Beach property and has committed about $5.0 million of cash.
On October 26, 2026, Playboy amended its backstop agreement so that The Million S.a.r.l., an affiliate of Byborg Enterprises SA and director György Gattyán, must buy all 4,761,905 shares scheduled under the repurchase agreement by November 1, 2026, for $5,000,000.25 in cash. Rizvi Master LLC's commitment on those shares was reduced to zero, and neither backstop purchaser will receive a backstop fee on them. The amendment was approved by the board and Audit Committee, and the sellers and the senior credit facility agent consented.
Amendment No. 1 to the Backstop Agreement dated October 26, 2026; The Million must buy the 4,761,905 Tranche 3 Shares on or before November 1, 2026
Aggregate cash consideration of $5,000,000.25, payable on or before November 1, 2026
Rizvi's purchase commitment reduced to zero; no backstop fee to either party on Tranche 3 Shares
Approved by the board and Audit Committee; DBD Credit Funding LLC gave prior written consent
Playboy reported second-quarter 2026 revenue of $31.2 million, up 11% from a year earlier, and net income of $0.2 million, compared with a net loss of $7.7 million in the second quarter of 2025. The company also announced an agreement to repurchase 16.6 million shares, about 14% of shares outstanding, at $1.05 per share, a 28% discount to market value at the time of the transaction.
Revenue $31.2 million vs. $28.1 million in Q2 2025; direct-to-consumer revenue rose 18.2% to $19.5 million
Net income $0.2 million, or less than a cent per share, vs. net loss of $7.7 million, or $(0.08) per share, a year earlier
Adjusted EBITDA $7.0 million vs. $3.5 million, an increase of 100%; it includes $0.7 million of litigation expenses
Repurchase of 16.6 million shares at a fixed $1.05 per share, supported by a backstop agreement with two significant stockholders
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Playboy, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →