Firy 過去の業績
過去 基準チェック /06
Firyは33.5%の年平均成長率で業績を伸ばしているが、Entertainment業界はgrowingで33.6%毎年増加している。売上は減少しており、年平均32.2%の割合である。
主要情報
33.46%
収益成長率
31.47%
EPS成長率
| Entertainment 業界の成長 | 18.06% |
| 収益成長率 | -32.21% |
| 株主資本利益率 | -83.78% |
| ネット・マージン | -60.23% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Aug 18
Firy: Still Undervalued, But Wait For A Pullback
Summary Firy Inc. has transitioned into a holding company structure, highlighted by a major litigation win and a rebranding from Skillz. Despite a $719 million legal judgment, uncertainty around collection and persistent cash leave shares at risk of a further pullback. Cash burn from Skillz could continue to outweigh RZR's growth and shift to steady profitability. Stick to the FIRY sidelines for now, as a further move into mid-single digits will make this stock a deep value play once again. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 18
SKLZ: Jury Damages Award Will Still Not Support Share Price
Analysts kept their Skillz price target broadly in line with prior estimates, making only small tweaks to fair value, discount rate and assumed future P/E that reflect updated views on the stock’s risk profile rather than any major shift in the core outlook. What's in the News Jury orders Papaya Gaming to pay US$420 million in damages to Skillz, according to Bloomberg, highlighting an ongoing legal dispute between the two mobile gaming companies.ナラティブ更新 • Jun 03
SKLZ: Jury Damages Award Will Not Justify Current Share Price
Analysts have maintained their Skillz fair value estimate at $2.50. A lower discount rate, revised revenue growth and profit margin assumptions, and a slightly reduced future P/E of about 3.31x have helped shape the updated price target view.ナラティブ更新 • Apr 27
SKLZ: Legal Award And New Platform Rollout Will Not Justify Current Price
Analysts have held Skillz's fair value estimate steady at $2.50, with only minor tweaks to inputs such as discount rate, profit margin, and future P/E assumptions, resulting in a neutral price target update. What's in the News A jury ordered Papaya Gaming Ltd.ナラティブ更新 • Apr 10
SKLZ: New Competitive Gaming Toolkit Will Shape Balanced Long Term Prospects
Analysts have reduced their fair value estimate for Skillz from $6.00 to $2.50. This change reflects updated views on slightly softer revenue growth, a lower projected profit margin, and a reduced future P/E assumption, while keeping the discount rate unchanged.ナラティブ更新 • Mar 26
SKLZ: Integrated Competitive Platform Controls Will Support Future Upside Potential
Analysts have kept their Skillz price target steady at $6.00, citing largely unchanged fair value estimates, discount rate, revenue growth outlook, profit margin expectations, and forward P/E assumptions. What's in the News Skillz plans to debut its new Pro SDK at the Game Developers Conference in San Francisco on March 11, presenting its vision for the future of competitive gaming and detailing how Pro SDK fits into its platform and publisher approach.ナラティブ更新 • Mar 12
SKLZ: Platform Control And Margin Improvement Will Support Future Upside
Analysts have kept their Skillz price target steady at $6.00, indicating relatively unchanged views on fair value, discount rate, revenue growth and P/E assumptions, with only slight adjustments to profit margin and future P/E inputs. What's in the News Skillz plans to debut its new Pro SDK at the Game Developers Conference in San Francisco, presenting a toolkit designed to give studios more control over competitive gameplay, monetization options, and in game experiences while Skillz runs the underlying platform infrastructure (Key Developments).ナラティブ更新 • Feb 25
SKLZ: Share Repurchases And Margin Outlook Will Support Future Upside
Analysts have adjusted their price target on Skillz to $6.00 to reflect updated views on long term profit margins and future P/E assumptions, while keeping the underlying fair value estimate unchanged. What's in the News The Chief Financial Officer transition remains unresolved.分析記事 • Feb 13
Take Care Before Jumping Onto Skillz Inc. (NYSE:SKLZ) Even Though It's 27% Cheaper
To the annoyance of some shareholders, Skillz Inc. ( NYSE:SKLZ ) shares are down a considerable 27% in the last month...ナラティブ更新 • Feb 11
SKLZ: Share Repurchases And Improved Profit Outlook Will Support Future Upside
Analysts have nudged their price targets on Skillz, reflected in a modest shift in valuation inputs such as discount rate, profit margin assumptions, and future P/E expectations. This points to slightly refined views on the stock rather than a major reset in outlook.ナラティブ更新 • Jan 26
SKLZ: Share Repurchases And Stable Outlook Will Support Future Upside Potential
Analysts have kept their Skillz fair value estimate unchanged at US$6.00 per share. They cite relatively steady assumptions for revenue growth, profit margins and future P/E as the basis for leaving their price target level.ナラティブ更新 • Jan 12
SKLZ: Stable Outlook And Buybacks Will Support Future Margin Expansion
Analysts maintained their Skillz fair value estimate at US$6.00 per share, reflecting only very small adjustments to long-term margin and P/E assumptions rather than any major change in the underlying outlook. What's in the News Skillz appointed Michael Darwal as Chief Financial Officer, then disclosed on December 23, 2025 that he withdrew his acceptance effective immediately and will not assume the role on January 12, 2026 as previously planned (Key Developments).ナラティブ更新 • Dec 24
SKLZ: Future Margin Gains And Buybacks Will Support Undervalued Shares
Analysts have modestly raised their price target on Skillz to reflect slightly improved long term profit margin expectations and a lower anticipated future P/E multiple, while keeping fair value estimates broadly unchanged. What's in the News The Audit Committee dismissed Grant Thornton as independent auditor and appointed Deloitte and Touche as the new auditor for fiscal 2025, effective December 11, 2025 (company filing).ナラティブ更新 • Dec 10
SKLZ: Future Margins And Buybacks Will Support Fairly Valued Shares
Analysts have modestly revised their price target on Skillz upward to reflect slightly improved long term profit margin and valuation assumptions, while maintaining a consistent view on growth and risk. What's in the News Skillz disclosed it will be unable to file its next Form 10 Q by the SEC deadline, signaling ongoing reporting delays and potential compliance pressure (Delayed SEC Filings).ナラティブ更新 • Nov 25
SKLZ: Improved Profit Margins Will Support Future Share Price Recovery
The analyst consensus price target for Skillz has been lowered from $10.75 to $6.00 as analysts factor in reduced revenue growth expectations, which are offset slightly by improved profit margin forecasts and a lower projected future P/E ratio. What's in the News Skillz Inc.
新しいナラティブ • Apr 06
Developer Accelerator And Global Teams Will Transform Gaming Industry
The developer accelerator program and global team expansion aim to drive revenue growth and operational efficiency, enhancing net margins.分析記事 • Mar 16
Skillz Inc. (NYSE:SKLZ) Just Reported And Analysts Have Been Cutting Their Estimates
It's shaping up to be a tough period for Skillz Inc. ( NYSE:SKLZ ), which a week ago released some disappointing annual...分析記事 • Feb 26
Health Check: How Prudently Does Skillz (NYSE:SKLZ) Use Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Feb 19
Skillz Inc.: A Cost-Cutting Gamble With A Limited Runway
Summary Skillz’s revenue has continued to fall in the latest quarter due to a strategic reduction in user acquisition and engagement marketing spend aimed at improving ROI. The company’s cost-cutting measures have resulted in a simultaneous fall in both revenue and expenses, potentially harming long-term growth. Management justifies its approach with the payback period metric, claiming it will recover user acquisition costs within six months and achieve profitability. Skillz has a strong liquidity position with a cash balance, providing a runway of 2–3 years to reverse its declining profitability. Although the company seems undervalued based on cash reserves, long-term investors should wait for clear signs of sustained profitability and revenue stabilization. Read the full article on Seeking Alpha分析記事 • Jan 18
Skillz Inc. (NYSE:SKLZ) Stock Rockets 35% As Investors Are Less Pessimistic Than Expected
Skillz Inc. ( NYSE:SKLZ ) shareholders would be excited to see that the share price has had a great month, posting a...Seeking Alpha • Dec 02
Skillz: Still A No-Go, Despite Small Progress With The Turnaround
Summary Skillz trades at a discount to tangible book value, but this valuation discount could continue to melt away, as management continues to pursue a full-on turnaround. There were a few positive takeaways with the mobile gaming company's latest quarterly results, but reaching profitability remains a work in progress. Furthermore, Skillz's tangible book value may not be as high as its seems, given how much of it is made up of a stake in illiquid investments. Considering these factors, staying away SKLZ stock likely remains the best course of action. Read the full article on Seeking Alpha分析記事 • Nov 12
Does Skillz (NYSE:SKLZ) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Jul 05
Skillz: Tick-Tock, Tick-Tock, Goes This Clock (Downgrade)
Summary Skillz is running out of time to turn things around. Despite its cash reserves, I see SKLZ as a sinking ship that won't reach profitability as management claims. The revenue growth rates are uninspiring, making this an unwise place to invest capital. Short-squeeze prospects fade. Read the full article on Seeking AlphaSeeking Alpha • Apr 09
Skillz: Large Cash Position But Core Business Keeps Declining
Summary Skillz, an online gaming company, is facing significant challenges and has been unable to achieve sustainable profitability. The company's revenues have declined by nearly 60% from their peak, and its user base is shrinking. Skillz is trading at a discount to its book value and has a sizable cash balance, but I don't see much evidence that shareholders will benefit from this situation. Read the full article on Seeking Alpha分析記事 • Mar 01
Revenues Not Telling The Story For Skillz Inc. (NYSE:SKLZ) After Shares Rise 28%
Skillz Inc. ( NYSE:SKLZ ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...Seeking Alpha • Jan 02
Skillz Inc.: Still Early In Turning Around The Ship
Summary Today, we take a look at Skillz Inc., a company that has seen a significant decline in its paying user base since its peak in 2021. Management is implementing a turnaround strategy to reduce costs and improve platform engagement. Skillz has seen some significant improvements on the cost front and the stock trades for less than the net cash on the balance sheet. An analysis on Skillz Inc. follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
Skillz: Dying Core Business, But Near-Term Squeeze Possible
Summary Skillz has experienced a significant structural decline in its core business. The company is making efforts to turn around its fortunes by improving engagement and retention, upleveling its talent, optimizing marketing, and aiming for profitability by 2024. A short-term spike in the share price is completely possible with shares trading below net cash value, a substantial buyback program, and potential for a short squeeze. Read the full article on Seeking AlphaSeeking Alpha • Aug 18
Skillz: Chasing The Clock's Shadow Amid A Shrinking Proposition
Summary Skillz Inc.'s revenue growth has declined, and its underlying proposition has eroded. Skillz holds approximately $220 million of net cash, but is on track to burn close to $80 million this year. There is a significant likelihood that Skillz will burn through a further $70 million in cash by 2024, raising concerns about its viability. Read the full article on Seeking Alpha収支内訳
収支内訳
Firy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 117 | -71 | 150 | 23 |
| 31 Mar 26 | 112 | -64 | 142 | 21 |
| 31 Dec 25 | 104 | -70 | 142 | 21 |
| 30 Sep 25 | 92 | -78 | 141 | 18 |
| 30 Jun 25 | 89 | -81 | 143 | 18 |
| 31 Mar 25 | 90 | -37 | 148 | 17 |
| 31 Dec 24 | 93 | -47 | 155 | 17 |
| 30 Sep 24 | 106 | -37 | 158 | 17 |
| 30 Jun 24 | 118 | -50 | 176 | 20 |
| 31 Mar 24 | 133 | -92 | 197 | 24 |
| 31 Dec 23 | 152 | -101 | 216 | 28 |
| 30 Sep 23 | 168 | -229 | 234 | 32 |
| 30 Jun 23 | 191 | -279 | 250 | 32 |
| 31 Mar 23 | 222 | -325 | 292 | 42 |
| 31 Dec 22 | 270 | -439 | 439 | 52 |
| 30 Sep 22 | 328 | -401 | 566 | 60 |
| 30 Jun 22 | 371 | -267 | 645 | 66 |
| 31 Mar 22 | 388 | -284 | 669 | 58 |
| 31 Dec 21 | 380 | -188 | 583 | 46 |
| 30 Sep 21 | 343 | -149 | 497 | 41 |
| 30 Jun 21 | 301 | -243 | 427 | 32 |
| 31 Mar 21 | 270 | -184 | 366 | 26 |
| 31 Dec 20 | 229 | -149 | 297 | 23 |
| 30 Sep 20 | 197 | -25 | 235 | 17 |
| 30 Jun 20 | 168 | -30 | 187 | 16 |
| 31 Mar 20 | 136 | -25 | 151 | 13 |
| 31 Dec 19 | 120 | -24 | 128 | 11 |
| 31 Dec 18 | 51 | -28 | 67 | 8 |
質の高い収益: FIRYは現在利益が出ていません。
利益率の向上: FIRYは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: FIRYは利益を出していないが、過去 5 年間で年間33.5%の割合で損失を削減してきた。
成長の加速: FIRYの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: FIRYは利益が出ていないため、過去 1 年間の収益成長をEntertainment業界 ( 16.2% ) と比較することは困難です。
株主資本利益率
高いROE: FIRYは現在利益が出ていないため、自己資本利益率 ( -83.78% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/21 16:21 |
| 終値 | 2026/09/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Firy Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6
| アナリスト | 機関 |
|---|---|
| Michael Graham | Canaccord Genuity |
| Jason Bazinet | Citigroup Inc |
| James Heaney | Jefferies LLC |