Skillz（SKLZ）株式概要Skillz Inc.は、米国、イスラエル、中国、マルタ、香港、キプロス、および海外でモバイルゲームプラットフォームを運営しています。 詳細SKLZ ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性5/6配当金0/6リスク分析US市場と比較して、過去 3 か月間の株価の変動が非常に大きい意味のある時価総額がありません ( $98M )現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るSKLZ Community Fair Values Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN147.2% overvaluedAnalystConsensusTarget•20d agoPlatform Upgrades And AI Ad Tech Will Expand User Engagement149013AN55.9% undervaluedAnalystHighTarget•9mo agoMobile Gaming And Digital Payments Will Expand Global Markets603AN17.6% undervaluedAnalystLowTarget•9mo agoDelayed SEC Filings And NYSE Non-Compliance Will Constrain Expansion300Top Analyst NarrativesAN147.2% overvaluedAnalystConsensusTarget•20d agoPlatform Upgrades And AI Ad Tech Will Expand User Engagement149013AN55.9% undervaluedAnalystHighTarget•9mo agoMobile Gaming And Digital Payments Will Expand Global Markets603AN17.6% undervaluedAnalystLowTarget•9mo agoDelayed SEC Filings And NYSE Non-Compliance Will Constrain Expansion300View all narrativesSkillz Inc. 競合他社DouYu International HoldingsSymbol: NasdaqGS:DOYUMarket cap: US$136.7miHumanSymbol: NYSE:IHMarket cap: US$84.3mPLAYSTUDIOSSymbol: NasdaqCM:MYPSMarket cap: US$63.1mGCL Global HoldingsSymbol: NasdaqGS:GCLMarket cap: US$55.5m価格と性能株価の高値、安値、推移の概要Skillz過去の株価現在の株価US$6.1852週高値US$20.0052週安値US$2.23ベータ4.61ヶ月の変化59.69%3ヶ月変化75.07%1年変化-3.29%3年間の変化-43.09%5年間の変化-98.11%IPOからの変化-96.88%最新ニュースReported Earnings • 6hFirst quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.69 loss per share (improved from US$1.05 loss in 1Q 2025). Revenue: US$29.1m (up 33% from 1Q 2025). Net loss: US$10.9m (loss narrowed 36% from 1Q 2025). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 12Skillz Inc. to Report Q1, 2026 Results on May 15, 2026Skillz Inc. announced that they will report Q1, 2026 results After-Market on May 15, 2026ナラティブの更新 • Apr 27SKLZ: Legal Award And New Platform Rollout Will Not Justify Current PriceAnalysts 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.お知らせ • Apr 16Skillz Inc., Annual General Meeting, Jun 18, 2026Skillz Inc., Annual General Meeting, Jun 18, 2026.New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 21% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$30m net loss in 3 years). Market cap is less than US$100m (US$43.7m market cap).ナラティブの更新 • Apr 10SKLZ: New Competitive Gaming Toolkit Will Shape Balanced Long Term ProspectsAnalysts 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.最新情報をもっと見るRecent updatesReported Earnings • 6hFirst quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.69 loss per share (improved from US$1.05 loss in 1Q 2025). Revenue: US$29.1m (up 33% from 1Q 2025). Net loss: US$10.9m (loss narrowed 36% from 1Q 2025). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 12Skillz Inc. to Report Q1, 2026 Results on May 15, 2026Skillz Inc. announced that they will report Q1, 2026 results After-Market on May 15, 2026ナラティブの更新 • Apr 27SKLZ: Legal Award And New Platform Rollout Will Not Justify Current PriceAnalysts 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.お知らせ • Apr 16Skillz Inc., Annual General Meeting, Jun 18, 2026Skillz Inc., Annual General Meeting, Jun 18, 2026.New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 21% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$30m net loss in 3 years). Market cap is less than US$100m (US$43.7m market cap).ナラティブの更新 • Apr 10SKLZ: New Competitive Gaming Toolkit Will Shape Balanced Long Term ProspectsAnalysts 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.Reported Earnings • Apr 04Full year 2025 earnings released: US$4.51 loss per share (vs US$2.62 loss in FY 2024)Full year 2025 results: US$4.51 loss per share (further deteriorated from US$2.62 loss in FY 2024). Revenue: US$104.5m (up 13% from FY 2024). Net loss: US$70.4m (loss widened 51% from FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 43% per year, which means it is significantly lagging earnings.お知らせ • Mar 30Skillz Inc. to Report Q4, 2025 Results on Mar 31, 2026Skillz Inc. announced that they will report Q4, 2025 results After-Market on Mar 31, 2026ナラティブの更新 • Mar 26SKLZ: Integrated Competitive Platform Controls Will Support Future Upside PotentialAnalysts 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.ナラティブの更新 • Mar 12SKLZ: Platform Control And Margin Improvement Will Support Future UpsideAnalysts 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).お知らせ • Mar 10Skillz Inc. Appoints Jeff Shouger as Advisor to the Board of DirectorsSkillz Inc. announced that Jeff Shouger, former Chief Financial Officer of Niantic Inc. throughout its $3.5 billion acquisition by Scopely, has agreed to serve as an advisor to the Skillz Board of Directors. In his role, Shouger will work closely with the Board and leadership team, providing guidance on capital markets strategy, financial discipline, operational scale, and long-term value creation. As CFO of Niantic, the world’s leading augmented reality company and creator of Pokémon GO, Ingress, and Harry Potter: Wizards Unite, Shouger led multiple successful capital raises totaling nearly $1 billion. Prior to Niantic, Mr. Shouger served as Vice President of Finance and Chief Accounting Officer at Zynga, where he helped lead the company through its successful $1 billion IPO, scaled the finance organization during a period of rapid growth, and supported more than 25 strategic M&A transactions. With more than two decades of financial leadership experience across high-growth technology and interactive entertainment companies, Shouger has guided organizations through critical moments of scale, capital formation, and transformation. Earlier in his career, he held senior finance roles at data.ai (formerly App Annie), where he led a $50 million capital raise, and Proteolix, where he was part of the internal team that completed the company’s $851 million sale to Onyx.お知らせ • Mar 05Skillz Inc Announces Upcoming Debut Of Skillz Pro SDK At GDC 2026Skillz Inc. announced the upcoming debut of Skillz Pro SDK, the next evolution of its SDK designed to increase flexibility, expand creative possibilities, and potentially unlock new monetization opportunities for game studios. Pro SDK will be formally unveiled during a live session at next week’s Game Developers Conference in San Francisco. Pro SDK builds on the foundation of the Skillz platform, which powers real-money gameplay through head-to-head matchups, live events, and leaderboards engaging millions of players globally. With Pro SDK, the competitive experience lives directly within the game environment. Developers can design custom lobbies, tournament flows, match interfaces, and progression systems with more creative control, while Skillz manages the underlying platform infrastructure. Pro SDK is designed to enable developers to build fully customized, game-focused user experiences, integrate progression systems, collections, personalization, and rewards directly into gameplay loops, introduce layered monetization models including meta systems, cosmetic economies, content bundles, and in-app advertising, deliver dynamic content updates through asset bundles without requiring full app releases, and access Skillz authentication, tournament, matchmaking, and player data through direct APIs. By consolidating gameplay and meta layers within Unity while preserving secure transaction and compliance systems within the Core SDK, Pro SDK creates a modular and connected development framework that supports both real-money and non-real-money formats. The development of Pro SDK reflects Skillz’s evolution into a unified platform-and-publisher model, strengthened through integration with Beamable’s live-service backend technology. Beamable will power the scalable infrastructure behind Pro SDK, enabling real-time content updates, virtual economies, and LiveOps capabilities. Published titles will serve as proving grounds for new features before ecosystem-wide release, with Puzzle Blockz acting as the first live implementation of the integrated Pro SDK and Beamable stack. This approach accelerates iteration, reduces risk for developers, and ensures new capabilities are validated in real-world environments before broader rollout. Skillz will unveil Pro SDK and present its vision for the future of competitive gaming during a live session at GDC on March 11. Developer access to Pro SDK is expected to begin in Second Quarter 2026, with a self-service onboarding pathway planned for later this year.ナラティブの更新 • Feb 25SKLZ: Share Repurchases And Margin Outlook Will Support Future UpsideAnalysts 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.お知らせ • Feb 18Skillz Inc. Appoints Shannon Demus to its Board of Directors and Audit Committee, Effective February 13, 2026On February 13, 2026, the Board of Directors of Skillz Inc. appointed Shannon Demus to the Board, effective immediately. Ms. Demus has served as Chief Financial Officer – Americas since March 2023 at Light & Wonder (formerly Scientific Games), a developer of content, hardware, and systems for land-based casinos, digital gaming, and mobile applications. Prior to that, Ms. Demus served as Vice President of Finance at Light and Wonder from August 2021 to March 2023. Prior to joining Light & Wonder, Ms. Demus held financial roles at Aristocrat Technologies and MGM Resorts International. Ms. Demus holds an M.B.A. from the UCLA Anderson School of Management and a B.S. in Business Administration from USC’s Marshall School of Business. Ms. Demus also serves as a board member and corporate officer for United Way of Southern Nevada (UWSN). Also, on February 13, 2026, the Board appointed Ms. Demus to the Audit Committee, effective immediately.New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$33m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$49.1m market cap).分析記事 • Feb 13Take Care Before Jumping Onto Skillz Inc. (NYSE:SKLZ) Even Though It's 27% CheaperTo the annoyance of some shareholders, Skillz Inc. ( NYSE:SKLZ ) shares are down a considerable 27% in the last month...Price Target Changed • Feb 12Price target decreased by 41% to US$6.00Down from US$10.25, the current price target is provided by 1 analyst. New target price is 72% above last closing price of US$3.49. Stock is down 43% over the past year. The company is forecast to post a net loss per share of US$3.67 next year compared to a net loss per share of US$2.62 last year.ナラティブの更新 • Feb 11SKLZ: Share Repurchases And Improved Profit Outlook Will Support Future UpsideAnalysts 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.お知らせ • Feb 05Skillz Inc. (NYSE:SKLZ) acquired Certain Assets of Beamable, Inc.Skillz Inc. (NYSE:SKLZ) acquired Certain Assets of Beamable, Inc. on February 4, 2026. Skillz Inc. (NYSE:SKLZ) completed the acquisition of Certain Assets of Beamable, Inc. on February 4, 2026.ナラティブの更新 • Jan 26SKLZ: Share Repurchases And Stable Outlook Will Support Future Upside PotentialAnalysts 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.ナラティブの更新 • Jan 12SKLZ: Stable Outlook And Buybacks Will Support Future Margin ExpansionAnalysts 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).お知らせ • Jan 01+ 1 more updateSkillz Inc. Appoints Gary Vecchiarelli as DirectorSkillz Inc.'s stockholders at its AGM held on December 29, 2025 approved the election of Gary Vecchiarelli as director.ナラティブの更新 • Dec 24SKLZ: Future Margin Gains And Buybacks Will Support Undervalued SharesAnalysts 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).お知らせ • Dec 20Skillz Inc. Announces CFO ChangesOn December 17, 2025, Mr. Gaetano Franceschi and Skillz Inc. entered into a transition and separation agreement (the “Transition and Separation Agreement”) providing for the termination of Mr. Franceschi’s employment without cause as Chief Financial Officer of the Company, effective as of January 12, 2026 (the “Effective Date”). Mr. Franceschi’s termination was approved by the board of directors of the Company (the “Board”) on December 12, 2025. Following the Effective Date, Mr. Franceschi will remain employed with the Company through January 31, 2026 (the “Termination Date”) and will provide transition services to the Company in such capacity. Mr. Franceschi’s termination was not related to the Company’s financial or operating results or to any disagreements or concerns regarding the Company’s financial or reporting practices. For purposes of the previously disclosed Skillz Inc. Executive Severance and Change in Control Plan (the “Executive Severance Plan”), Mr. Franceschi’s termination will be treated as a “Non-CIC Qualifying Termination.” Effective as of the Effective Date, Michael Darwal, 42, will be appointed as the Chief Financial Officer of the Company, succeeding Mr. Franceschi in such role. Mr. Darwal previously served as the Deputy CFO and President of ibex Digital from July 2025 until December 2025, as Deputy CFO and EVP of Investor Relations of ibex Digital from September 2022 to July 2025, and the Chief Digital Officer of ibex Digital and in various other roles at its predecessor company, Digital Globe Services, from November 2013 until September 2022. For the decade prior to joining Digital Globe Services, Mr. Darwal held leadership roles in finance, operations, and innovation at an early Facebook marketing agency, Ampush Media, as well as other public companies, Del Monte Foods and Progressive Insurance. Mr. Darwal holds a B.S.B.A. in Accounting and Information Systems from The Ohio State University.お知らせ • Dec 19Skillz Inc., Annual General Meeting, Dec 29, 2025Skillz Inc., Annual General Meeting, Dec 29, 2025.ナラティブの更新 • Dec 10SKLZ: Future Margins And Buybacks Will Support Fairly Valued SharesAnalysts 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).ナラティブの更新 • Nov 25SKLZ: Improved Profit Margins Will Support Future Share Price RecoveryThe 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.お知らせ • Nov 13Skillz Inc. announced delayed 10-Q filingOn 11/12/2025, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.Reported Earnings • Nov 12Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$1.14 loss per share (improved from US$1.20 loss in 3Q 2024). Revenue: US$27.4m (up 11% from 3Q 2024). Net loss: US$17.4m (loss narrowed 17% from 3Q 2024). Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 3.6%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.お知らせ • Nov 03Skillz Inc. to Report Q3, 2025 Results on Nov 06, 2025Skillz Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025Seeking Alpha • Oct 10Skillz Should Consider An Alternative To Its Current Turnaround PlanSummary Skillz (SKLZ) stock has surged over 35%, on growing confidence in the mobile game company's turnaround plan. While the situation has improved, I remain skeptical that a move to steady profitability will be flawlessly executed. That said, there may be an alternate route management could take, to maximize shareholder value. I'm keeping an eye on SKLZ for now, waiting for shares to pullback, either due to a disappointing earnings release, or because of ongoing compliance issues. Read the full article on Seeking Alphaお知らせ • Oct 02Skillz Announces NYSE Grants Extension For Continued Listing Of Class A Common StockAs previously disclosed, on April 2, 2025, Skillz Inc. (the “Company”) received a notice from the New York Stock Exchange (“NYSE”) indicating that the Company was not in compliance with the NYSE’s continued listing requirements under the timely filing criteria outlined in Section 802.01E of the NYSE Listed Company Manual, as a result of the Company not timely filing its Annual Report on Form 10-K for the fiscal year ended December 31, 2024 (the “2024 Form 10-K”). The NYSE informed the Company that, under the NYSE’s rules, the Company would have six months to file the 2024 Form 10-K with the SEC and that the NYSE would continue to list the Company’s shares on the NYSE, provided that the Company regains compliance with Section 802.01E within the initial six-month cure period. The Company presented a compliance plan to the NYSE in September 2025 to request an additional extension period for the continued listing of its Class A common stock on the NYSE (the “Additional Cure Period”) in order for the Company to complete and file its 2024 Form 10-K, and its Quarterly Reports on Form 10-Q for the quarterly periods ended March 31, 2025 and June 30, 2025, and any subsequent delinquent SEC quarterly filings (collectively, the “Delayed Filings”), and regain compliance with the NYSE’s continued listing requirements. On September 25, 2025, the NYSE granted the Company’s request for an Additional Cure Period and agreed to provide the Company with an extension to continue its listing on the NYSE through December 17, 2025, subject to NYSE’s ongoing reassessment and provided the Company becomes current with its SEC filings by such date. The Company continues to work diligently to complete and file the Delayed Filings as soon as reasonably practicable, which the Company expects to be in advance of the timing requirements set forth by the NYSE.お知らせ • Aug 13Skillz Inc. announced delayed 10-Q filingOn 08/12/2025, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Aug 01Skillz Inc. to Report Q2, 2025 Results on Aug 07, 2025Skillz Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025お知らせ • May 14Skillz Inc. announced delayed 10-Q filingOn 05/13/2025, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • May 07Skillz Inc. to Report Q1, 2025 Results on May 08, 2025Skillz Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025お知らせ • Apr 09Skillz Gets NYSE Non-Compliance Notice Over Delayed FilingSkillz Inc. announced it received a non-compliance notice from the New York Stock Exchange after failing to file its Form 10-K for the fiscal year ended Dec. 31, 2024, by the extended deadline of April 1. Under NYSE rules, the company has six months from March 17 to file the report and regain compliance. Skillz previously cited the need for more time to complete its year-end procedures and on April 8, 2025 said it continues working to complete the filing as soon as possible.新しいナラティブ • Apr 06Developer 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. お知らせ • Mar 18Skillz Inc. announced delayed annual 10-K filingOn 03/17/2025, Skillz Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.分析記事 • Mar 16Skillz Inc. (NYSE:SKLZ) Just Reported And Analysts Have Been Cutting Their EstimatesIt's shaping up to be a tough period for Skillz Inc. ( NYSE:SKLZ ), which a week ago released some disappointing annual...New Risk • Mar 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$75m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (US$91.3m market cap).Reported Earnings • Mar 14Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$2.70 loss per share (improved from US$4.85 loss in FY 2023). Revenue: US$95.5m (down 37% from FY 2023). Net loss: US$48.2m (loss narrowed 52% from FY 2023). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings.お知らせ • Mar 06Skillz Inc. to Report Q4, 2024 Results on Mar 13, 2025Skillz Inc. announced that they will report Q4, 2024 results After-Market on Mar 13, 2025New Risk • Feb 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$64m net loss in 3 years). Market cap is less than US$100m (US$99.2m market cap).分析記事 • Feb 26Health 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 19Skillz Inc.: A Cost-Cutting Gamble With A Limited RunwaySummary 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 18Skillz Inc. (NYSE:SKLZ) Stock Rockets 35% As Investors Are Less Pessimistic Than ExpectedSkillz Inc. ( NYSE:SKLZ ) shareholders would be excited to see that the share price has had a great month, posting a...お知らせ • Dec 12Skillz Inc. (NYSE:SKLZ) announces an Equity Buyback for 979,848 shares, for $6.86 million.Skillz Inc. (NYSE:SKLZ) announces a share repurchase program. Under the program, the company will repurchase up to 979,848 shares, for $6.86 million. The company will repurchase up to 961,532 shares of its Class A common stock from Wildcat Partner Holdings, LP at a price of $7.00 per share, for a total purchase price of $6.73 million, and 18,316 shares of its Class A Common Stock from Wildcat Capital Management, LLC at a price of $7.00 per share, for a total purchase price of $0.13 million. The program will close on December 10, 2024.お知らせ • Dec 06Skillz Inc. (NYSE:SKLZ) announces an Equity Buyback for $41.1 million worth of its shares.Skillz Inc. (NYSE:SKLZ) announces a share repurchase program. Under the program, the company will repurchase up to $41.1 million worth of its Class A common stock. The Company expects to utilize its existing cash and cash equivalents to fund any repurchases made under the share repurchase program. The repurchase program has no expiration date.Seeking Alpha • Dec 02Skillz: Still A No-Go, Despite Small Progress With The TurnaroundSummary 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 AlphaRecent Insider Transactions Derivative • Nov 20Co-Founder exercised options to buy US$277k worth of stock.On the 13th of November, Andrew Paradise exercised 90.58k options to receive shares at no cost, then sold around 35.64k of them at US$5.62 each and kept the remainder. Since September 2024, Andrew's direct individual holding has increased from 4.42m shares to 4.47m. Company insiders have collectively sold US$920k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Nov 17Co-Founder exercised options to buy US$272k worth of stock.On the 13th of November, Andrew Paradise exercised 90.58k options to receive shares at no cost, then sold around 35.64k of them at US$5.62 each and kept the remainder. Since September 2024, Andrew has owned 4.42m shares directly. Company insiders have collectively bought US$309k more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Nov 12Does 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...Price Target Changed • Nov 10Price target decreased by 9.8% to US$9.17Down from US$10.17, the current price target is an average from 3 analysts. New target price is 81% above last closing price of US$5.07. Stock is down 4.7% over the past year. The company is forecast to post a net loss per share of US$2.30 next year compared to a net loss per share of US$4.85 last year.Reported Earnings • Nov 09Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$1.20 loss per share (improved from US$1.57 loss in 3Q 2023). Revenue: US$24.6m (down 33% from 3Q 2023). Net loss: US$21.1m (loss narrowed 37% from 3Q 2023). Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) also missed analyst estimates by 7.4%. Revenue is forecast to stay flat during the next 3 years compared to a 9.0% growth forecast for the Entertainment industry in the US.お知らせ • Oct 31Skillz Inc. to Report Q3, 2024 Results on Nov 07, 2024Skillz Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024お知らせ • Oct 11Skillz Inc., Annual General Meeting, Dec 09, 2024Skillz Inc., Annual General Meeting, Dec 09, 2024.お知らせ • Oct 10Skillz Inc. Appoints Mr. Anthony Cabot to the Board and Committees Effective ImmediatelySkillz Inc. appointed Mr. Anthony Cabot to the Board, effective immediately. Mr. Cabot, 68, held the position of Distinguished Fellow of Gaming Law at the UNLV Boyd School of Law until May 2023, overseeing the gaming law program where for over two decades, he shared his expertise with students, legislators and regulators. Prior to transitioning to academia full-time in March 2018, Professor Cabot spent 37 years practicing gaming law. Notably, he chaired the gaming law practice and served on the executive committee at Lewis Roca Rothgerber Christie LLP. Additionally, he is a founding member and former president of the International Masters of Gaming Law. On October 4, 2024, the Board appointed Mr. Cabot to the Nominating and Corporate Governance Committee, effective immediately. The Board affirmatively determined that Mr. Cabot is an independent director under the applicable rules of the NYSE and as such term is defined in Rule 10A-3(b)(1) under the Securities Exchange Act of 1934, as amended, and (ii) meets all applicable requirements for membership on the Nominating and Corporate Governance Committee.お知らせ • Sep 25Skillz Inc. Announces Resignation of Seth Schorr from Board of DirectorsOn September 19, 2024, Seth Schorr informed Skillz Inc. (the “Company”) of his decision to resign from the Company’s Board of Directors (the “Board”), effective immediately. Mr. Schorr has served on the Board since August 2022.お知らせ • Sep 17Skillz Inc. Announces Lawsuit UpdateThe Shareholders Foundation Inc. announced an update in the lawsuit that was pending for certain investors who purchased shares of Skillz Inc. Skillz Inc. became a public company in December 2020 by merging with Flying Eagle Acquisition Corp. (formerly NYSE: FEAC) a publicly-traded special purpose acquisition company. NYSE: SKLZ shares began trading on December 17, 2020. On May 7, 2021 an investor in NYSE: SKLZ shares filed a lawsuit against Skillz Inc. over alleged securities laws violations. The plaintiff alleged that the defendants made false and/or misleading statements and/or failed to disclose that three games responsible for a majority of Skillz's revenues had declined substantially, that Skillz's revenue recognition policy misrepresented the financial condition of the company, and that unrealistic market growth, specifically in the Android market. On March 01, 2023, the Court issued an order granting Defendants' Motion to Dismiss. On March 30, 2023, a notice appealing the Court's Dismissal Order was filed and on April 19, 2024, the Court of Appeals affirmed the District Court's ruling.お知らせ • Aug 10Skillz Inc. announced delayed 10-Q filingOn 08/09/2024, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Jul 29Skillz Inc. to Report Q2, 2024 Results on Aug 01, 2024Skillz Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024Seeking Alpha • Jul 05Skillz: 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 Alphaお知らせ • May 12Skillz Inc. announced delayed 10-Q filingOn 05/10/2024, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • May 09Skillz Inc. to Report Q1, 2024 Results on May 07, 2024Skillz Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024お知らせ • Apr 27Magmic, in Collaboration with UFC and Skillz, Announce the Release of Their Newest Mobile Game, UFC Fight Card RummyMagmic, in collaboration with UFC and Skillz, announce the release of their newest mobile game, UFC FIGHT CARD RUMMY -- a fast-paced battle of Rummy where players can stack up against their favorite current UFC athletes. Players can take part in a 2-week LIVE TOURNAMENT nowthrough May 3rd, in which players compete in UFC-themed Rummy games to reach the top spots on the leaderboard as they compete for a UFC Legacy Championship Replica Belt, UFC Store gift cards, and other prizes. Leveraging its patented technology, Skillz is the leading mobile games platform, hosting billions of casual mobile gaming tournaments for millions of players worldwide. Download UFC FIGHT CARD RUMMY from the Apple App Store or Samsung Galaxy App Store.お知らせ • Apr 09Skillz Receives Notice from the New York Stock Exchange Regarding Late Form 10-K FilingSkillz Inc. (‘the Company’) announced that, on April 2, 2024, it received a notice (the ‘NYSE Notice’) from the New York Stock Exchange (the ‘NYSE’) that the Company is not in compliance with the NYSE’s continued listing requirements under the timely filing criteria established in Section 802.01E of the NYSE Listed Company Manual, because the Company has not timely filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2023 (the ‘Form 10-K’) with the Securities and Exchange Commission (the ‘SEC’). The NYSE Notice has no immediate effect on the listing of the Company’s common stock on the NYSE. The NYSE Notice informed the Company that, under NYSE rules, the Company has six months from March 15, 2024 to regain compliance with the NYSE listing standards by filing the Form 10-K with the SEC. The NYSE further noted that, if the Company fails to file the Form 10-K within the six-month period, the NYSE may grant, at its sole discretion, an extension of up to six additional months for the Company to regain compliance, depending on the specific circumstances. The NYSE Notice also notes that the NYSE may nevertheless commence delisting proceedings at any time if it deems that the circumstances warrant. As previously reported in the Company’s Notification of Late Filing on Form 12b-25 filed with the SEC on March 14, 2024 (the ‘Form 12b-25’), the Company was unable to file the Form 10-K within the prescribed period because the Company requires more time to complete the procedures relating to its year-end process, including the completion of the audit of the Company’s financial statements by the Company’s independent auditors for inclusion in the Form 10-K. Subsequent to filing the Form 12b-25, the Company continued to dedicate significant resources to the completion of such procedures but was unable to file the Form 10-K by April 1, 2024, the end of the extension period provided by the Form 12b-25. The Company requires additional time to complete such procedures. Based on currently available information and subject to the completion of the audit procedures, the Company does not expect any material change to the financial results to be included in the Form 10-K compared to the preliminary financial information reported in the earnings release the Company furnished to the SEC on the Company’s Current Report on Form 8-K filed on March 14, 2024. The Company is working diligently to complete the necessary work to file the Form 10-K as soon as practicable and currently expects to file the Form 10-K within the six-month period granted by the NYSE Notice; however, there can be no assurance that the Form 10-K will be filed within such period.Seeking Alpha • Apr 09Skillz: Large Cash Position But Core Business Keeps DecliningSummary 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お知らせ • Mar 15+ 1 more updateSkillz Inc. announced delayed annual 10-K filingOn 03/14/2024, Skillz Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.お知らせ • Mar 06Skillz Inc. to Report Q4, 2023 Results on Mar 14, 2024Skillz Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Mar 14, 2024分析記事 • Mar 01Revenues 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...お知らせ • Feb 17Skillz Inc. Announces Step Down of Andrew Dahlinghaus as the General Counsel, Effective as of March 10, 2024Skillz Inc. announced on February 13, 2024, Andrew Dahlinghaus informed the company of his decision to step down from his position as the General Counsel of the Company, effective as of March 10, 2024 (the effective date). Mr. Dahlinghaus will remain in his current role with the company through the Effective Date to support the transition to his successor.Price Target Changed • Feb 04Price target increased by 14% to US$10.50Up from US$9.25, the current price target is an average from 4 analysts. New target price is 87% above last closing price of US$5.61. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$5.57 next year compared to a net loss per share of US$21.41 last year.お知らせ • Jan 09+ 1 more updateSkillz Inc. Announces CFO ChangesSkillz Inc. announced that on January 5, 2024, Jason Roswig informed his decision to step down from his position as Chief Financial Officer. Mr. Roswig has served in this role since August 8, 2022. Mr. Roswig’s decision to step down was due to personal reasons and not as a result of any disagreement with the Company on any matter relating to its operations, policies or practices. Effective January 8, 2024 Gaetano Franceschi, 51, will serve as the Chief Financial Officer of the Company. Mr. Franceschi previously served as the Senior Vice President and Head of Finance of Compass from March 2023 until December 2023, where he also served as the Vice President and Head of Finance from May 2021 to February 2023. Prior to Compass, a real estate technology company, Mr. Franceschi served as the CFO of Amazon Games from August 2019 until April 2021, and served as the CFO of Amazon Web Services Data Center General Services from April 2017 to July 2019. Prior to that, Mr. Franceschi served in a variety of positions at Citi from November 2011 to March 2017, including CFO of Corporate Real Estate, Global Head of FP&A Ops & Tech, and CFO of Global Re-engineering. Mr. Franceschi holds a Master’s in Business Administration from Columbia University and a Bachelor of Science in Industrial Engineering from Northwestern University.Seeking Alpha • Jan 02Skillz Inc.: Still Early In Turning Around The ShipSummary 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 AlphaNew Risk • Nov 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$89m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Reported Earnings • Nov 10Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$1.57 loss per share (improved from US$3.80 loss in 3Q 2022). Revenue: US$36.4m (down 40% from 3Q 2022). Net loss: US$33.5m (loss narrowed 57% from 3Q 2022). Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) exceeded analyst estimates by 1.7%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in the US.お知らせ • Oct 26Skillz Inc. to Report Q3, 2023 Results on Nov 08, 2023Skillz Inc. announced that they will report Q3, 2023 results After-Market on Nov 08, 2023Seeking Alpha • Oct 24Skillz: Dying Core Business, But Near-Term Squeeze PossibleSummary 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 AlphaNew Risk • Oct 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$88.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$83m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$88.9m market cap).お知らせ • Sep 01Skillz Inc. Announces Executive ChangesElly Ryu informed Skillz Inc. (the “Company”) that she has decided to step down from her position as Corporate Controller and Global Head of Accounting effective as of September 8, 2023. Ms. Ryu has served in this role since April 3, 2023. Ms. Ryu’s decision to step down was due to personal reasons and not as a result of any disagreement with the Company on any matter relating to its operations, policies or practices. Ms. Ryu has agreed to provide consulting and transition services to the Company for an interim period through the date the Company files its next report on Form 10-Q to provide operational continuity during the transition process. Company thanked Ms. Ryu for her dedicated service to the Company. The Company has appointed Jason Roswig, its President and Chief Financial Officer, to the role of Interim Corporate Controller and Global Head of Accounting, and is in the process of searching for a qualified candidate to hire as the new full-time Corporate Controller and Global Head of Accounting.お知らせ • Aug 22Skillz Inc. (NYSE:SKLZ) announces an Equity Buyback for $65 million worth of its shares.Skillz Inc. (NYSE:SKLZ) announces a share repurchase program. Under the program, the company will repurchase up to $65 million worth of its Class A common stock. The Company expects to utilize its existing cash and cash equivalents to fund any repurchases made under the share repurchase program. The repurchase program will have a term of 12 months.Seeking Alpha • Aug 18Skillz: Chasing The Clock's Shadow Amid A Shrinking PropositionSummary 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 AlphaRecent Insider Transactions • Aug 10Co-Founder recently bought US$763k worth of stockOn the 7th of August, Andrew Paradise bought around 75k shares on-market at roughly US$10.17 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$785k. Andrew has been a buyer over the last 12 months, purchasing a net total of US$2.4m worth in shares.Price Target Changed • Aug 06Price target decreased by 15% to US$12.33Down from US$14.50, the current price target is an average from 6 analysts. New target price is 17% above last closing price of US$10.50. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$5.56 next year compared to a net loss per share of US$21.41 last year.Reported Earnings • Aug 03Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: US$1.05 loss per share (improved from US$2.97 loss in 2Q 2022). Revenue: US$40.2m (down 45% from 2Q 2022). Net loss: US$22.0m (loss narrowed 64% from 2Q 2022). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in the US.New Risk • Jun 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$70m net loss in 3 years). Shareholders have been diluted in the past year (3.4% increase in shares outstanding).お知らせ • Jun 25+ 1 more updateSkillz Inc.(NYSE:SKLZ) dropped from Russell Small Cap Comp Value IndexSkillz Inc.(NYSE:SKLZ) dropped from Russell Small Cap Comp Value IndexNew Risk • Jun 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$70m net loss in 3 years). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).Seeking Alpha • Jun 23Skillz: Racing The Clock As Revenue Growth DeclinesSummary Skillz is experiencing a decline in revenue growth rates, primarily due to the underperformance of its top games, leading to a loss of user engagement. Paying monthly active users have dropped by 60% year-over-year, indicating a significant decline that suggests structural problems within the platform. Skillz aims to achieve positive adjusted EBITDA by the end of 2024, but concerns about its financial position persist, especially considering its estimated cash burn of $80 million this year. Skillz's decision to change its auditing firm and undergo a reverse stock split raises doubts about the company's underlying business and its ability to attract investors. Read the full article on Seeking Alphaお知らせ • Jun 23Skillz Announces 1-For-20 Reverse Stock Split to Gain Compliance with the New York Stock Exchange Continued Listing StandardsSkillz Inc. announced that its Board of Directors has approved a 1-for-20 reverse stock split of the Company’s Class A common stock and Class B common stock (together, the “common stock”). The reverse stock split, which was authorized by Skillz stockholders at the Annual Meeting of Stockholders on June 20, 2023, is intended to return Skillz to compliance with the New York Stock Exchange continued listing standards. The reverse stock split will become effective on June 23, 2023 and the Company’s Class A common stock will begin trading on a split-adjusted basis when the market opens on June 26, 2023. Skillz’ Class A common stock will continue to trade on the New York Stock Exchange under the ticker symbol “SKLZ” but with a new CUSIP number of 83067L208.お知らせ • Jun 03Skillz Inc. Announces Executive ChangesSkillz Inc. announced that Andrew Dahlinghaus will be joining the executive team as General Counsel, effective June 26, 2023. Dahlinghaus will be replacing Charlotte Edelman, who has led the company’s legal department since 2020. Edelman will continue to serve the company as an advisor. In his role, Dahlinghaus will oversee all legal and regulatory matters at Skillz. In his past roles, Dahlinghaus has led best-in-class Legal and Compliance groups in Fortune 500, FTSE 250 and private equity-backed companies, including Covidien, Medtronic, and ConvaTec. Most recently at Clario, his experience spans large and complex transactions, commercial counseling, regulatory compliance and government enforcement matters. Prior to going in-house, Dahlinghaus was an attorney at international law firm Arent Fox, where he represented a wide variety of clients in high-stakes litigation and government investigations. Dahlinghaus earned his B.A. at Indiana University Bloomington before graduating from The George Washington University Law School.Recent Insider Transactions • May 18Co-Founder recently bought US$785k worth of stockOn the 15th of May, Andrew Paradise bought around 2m shares on-market at roughly US$0.52 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$836k. Andrew has been a buyer over the last 12 months, purchasing a net total of US$1.6m worth in shares.Major Estimate Revision • May 16Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$183.8m to US$177.9m. Losses expected to increase from US$0.26 per share to US$0.32. Entertainment industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$0.89 unchanged from last update. Share price fell 9.0% to US$0.55 over the past week.Reported Earnings • May 10First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: US$0.085 loss per share (improved from US$0.37 loss in 1Q 2022). Revenue: US$44.4m (down 53% from 1Q 2022). Net loss: US$35.6m (loss narrowed 76% from 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in the US.分析記事 • Apr 17Optimistic Investors Push Skillz Inc. (NYSE:SKLZ) Shares Up 44% But Growth Is LackingSkillz Inc. ( NYSE:SKLZ ) shareholders are no doubt pleased to see that the share price has bounced 44% in the last...株主還元SKLZUS EntertainmentUS 市場7D-3.1%1.1%-0.3%1Y-3.3%-13.8%24.1%株主還元を見る業界別リターン: SKLZ過去 1 年間で-13.8 % の収益を上げたUS Entertainment業界を上回りました。リターン対市場: SKLZは、過去 1 年間で24.1 % のリターンを上げたUS市場を下回りました。価格変動Is SKLZ's price volatile compared to industry and market?SKLZ volatilitySKLZ Average Weekly Movement72.9%Entertainment Industry Average Movement8.8%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: SKLZの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: SKLZの 週次ボラティリティ は、過去 1 年間で37%から73%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト2012370Andrew Paradisewww.skillz.comSkillz Inc.は、米国、イスラエル、中国、マルタ、香港、キプロス、および海外でモバイルゲームプラットフォームを運営している。同社はSkillzとRZRの2つのセグメントで事業を展開している。Skillzは、ゲーム開発者がリアルマネーのトーナメント、仮想賞金、ソーシャルコンペティション機能をゲームに直接統合することで、マルチプレイヤー競争を通じてコンテンツを収益化できるプラットフォームである。また、広告主がモバイル、コネクテッドテレビ、その他のデジタルチャネルでユーザーを獲得、維持、収益化できるパフォーマンスマーケティングプラットフォーム「RZR」も提供している。同社は、ウェブサイトから直接アプリをダウンロードしたり、サードパーティのプラットフォームを通じてゲームを配信している。同社は2012年に設立され、ネバダ州ラスベガスに本社を置いている。もっと見るSkillz Inc. 基礎のまとめSkillz の収益と売上を時価総額と比較するとどうか。SKLZ 基礎統計学時価総額US$98.05m収益（TTM）-US$64.21m売上高(TTM)US$111.70m0.9xP/Sレシオ-1.5xPER（株価収益率SKLZ は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SKLZ 損益計算書（TTM）収益US$111.70m売上原価US$13.68m売上総利益US$98.02mその他の費用US$162.23m収益-US$64.21m直近の収益報告Mar 31, 2026次回決算日May 19, 2026一株当たり利益（EPS）-4.05グロス・マージン87.75%純利益率-57.48%有利子負債／自己資本比率125.3%SKLZ の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/18 10:40終値2026/05/15 00:00収益2026/03/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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Skillz Inc. 1 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 GrahamCanaccord GenuityJason BazinetCitigroup IncJames HeaneyJefferies LLC3 その他のアナリストを表示
Reported Earnings • 6hFirst quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.69 loss per share (improved from US$1.05 loss in 1Q 2025). Revenue: US$29.1m (up 33% from 1Q 2025). Net loss: US$10.9m (loss narrowed 36% from 1Q 2025). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 12Skillz Inc. to Report Q1, 2026 Results on May 15, 2026Skillz Inc. announced that they will report Q1, 2026 results After-Market on May 15, 2026
ナラティブの更新 • Apr 27SKLZ: Legal Award And New Platform Rollout Will Not Justify Current PriceAnalysts 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.
お知らせ • Apr 16Skillz Inc., Annual General Meeting, Jun 18, 2026Skillz Inc., Annual General Meeting, Jun 18, 2026.
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 21% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$30m net loss in 3 years). Market cap is less than US$100m (US$43.7m market cap).
ナラティブの更新 • Apr 10SKLZ: New Competitive Gaming Toolkit Will Shape Balanced Long Term ProspectsAnalysts 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.
Reported Earnings • 6hFirst quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.69 loss per share (improved from US$1.05 loss in 1Q 2025). Revenue: US$29.1m (up 33% from 1Q 2025). Net loss: US$10.9m (loss narrowed 36% from 1Q 2025). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 12Skillz Inc. to Report Q1, 2026 Results on May 15, 2026Skillz Inc. announced that they will report Q1, 2026 results After-Market on May 15, 2026
ナラティブの更新 • Apr 27SKLZ: Legal Award And New Platform Rollout Will Not Justify Current PriceAnalysts 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.
お知らせ • Apr 16Skillz Inc., Annual General Meeting, Jun 18, 2026Skillz Inc., Annual General Meeting, Jun 18, 2026.
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 21% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$30m net loss in 3 years). Market cap is less than US$100m (US$43.7m market cap).
ナラティブの更新 • Apr 10SKLZ: New Competitive Gaming Toolkit Will Shape Balanced Long Term ProspectsAnalysts 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.
Reported Earnings • Apr 04Full year 2025 earnings released: US$4.51 loss per share (vs US$2.62 loss in FY 2024)Full year 2025 results: US$4.51 loss per share (further deteriorated from US$2.62 loss in FY 2024). Revenue: US$104.5m (up 13% from FY 2024). Net loss: US$70.4m (loss widened 51% from FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 43% per year, which means it is significantly lagging earnings.
お知らせ • Mar 30Skillz Inc. to Report Q4, 2025 Results on Mar 31, 2026Skillz Inc. announced that they will report Q4, 2025 results After-Market on Mar 31, 2026
ナラティブの更新 • Mar 26SKLZ: Integrated Competitive Platform Controls Will Support Future Upside PotentialAnalysts 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.
ナラティブの更新 • Mar 12SKLZ: Platform Control And Margin Improvement Will Support Future UpsideAnalysts 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).
お知らせ • Mar 10Skillz Inc. Appoints Jeff Shouger as Advisor to the Board of DirectorsSkillz Inc. announced that Jeff Shouger, former Chief Financial Officer of Niantic Inc. throughout its $3.5 billion acquisition by Scopely, has agreed to serve as an advisor to the Skillz Board of Directors. In his role, Shouger will work closely with the Board and leadership team, providing guidance on capital markets strategy, financial discipline, operational scale, and long-term value creation. As CFO of Niantic, the world’s leading augmented reality company and creator of Pokémon GO, Ingress, and Harry Potter: Wizards Unite, Shouger led multiple successful capital raises totaling nearly $1 billion. Prior to Niantic, Mr. Shouger served as Vice President of Finance and Chief Accounting Officer at Zynga, where he helped lead the company through its successful $1 billion IPO, scaled the finance organization during a period of rapid growth, and supported more than 25 strategic M&A transactions. With more than two decades of financial leadership experience across high-growth technology and interactive entertainment companies, Shouger has guided organizations through critical moments of scale, capital formation, and transformation. Earlier in his career, he held senior finance roles at data.ai (formerly App Annie), where he led a $50 million capital raise, and Proteolix, where he was part of the internal team that completed the company’s $851 million sale to Onyx.
お知らせ • Mar 05Skillz Inc Announces Upcoming Debut Of Skillz Pro SDK At GDC 2026Skillz Inc. announced the upcoming debut of Skillz Pro SDK, the next evolution of its SDK designed to increase flexibility, expand creative possibilities, and potentially unlock new monetization opportunities for game studios. Pro SDK will be formally unveiled during a live session at next week’s Game Developers Conference in San Francisco. Pro SDK builds on the foundation of the Skillz platform, which powers real-money gameplay through head-to-head matchups, live events, and leaderboards engaging millions of players globally. With Pro SDK, the competitive experience lives directly within the game environment. Developers can design custom lobbies, tournament flows, match interfaces, and progression systems with more creative control, while Skillz manages the underlying platform infrastructure. Pro SDK is designed to enable developers to build fully customized, game-focused user experiences, integrate progression systems, collections, personalization, and rewards directly into gameplay loops, introduce layered monetization models including meta systems, cosmetic economies, content bundles, and in-app advertising, deliver dynamic content updates through asset bundles without requiring full app releases, and access Skillz authentication, tournament, matchmaking, and player data through direct APIs. By consolidating gameplay and meta layers within Unity while preserving secure transaction and compliance systems within the Core SDK, Pro SDK creates a modular and connected development framework that supports both real-money and non-real-money formats. The development of Pro SDK reflects Skillz’s evolution into a unified platform-and-publisher model, strengthened through integration with Beamable’s live-service backend technology. Beamable will power the scalable infrastructure behind Pro SDK, enabling real-time content updates, virtual economies, and LiveOps capabilities. Published titles will serve as proving grounds for new features before ecosystem-wide release, with Puzzle Blockz acting as the first live implementation of the integrated Pro SDK and Beamable stack. This approach accelerates iteration, reduces risk for developers, and ensures new capabilities are validated in real-world environments before broader rollout. Skillz will unveil Pro SDK and present its vision for the future of competitive gaming during a live session at GDC on March 11. Developer access to Pro SDK is expected to begin in Second Quarter 2026, with a self-service onboarding pathway planned for later this year.
ナラティブの更新 • Feb 25SKLZ: Share Repurchases And Margin Outlook Will Support Future UpsideAnalysts 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.
お知らせ • Feb 18Skillz Inc. Appoints Shannon Demus to its Board of Directors and Audit Committee, Effective February 13, 2026On February 13, 2026, the Board of Directors of Skillz Inc. appointed Shannon Demus to the Board, effective immediately. Ms. Demus has served as Chief Financial Officer – Americas since March 2023 at Light & Wonder (formerly Scientific Games), a developer of content, hardware, and systems for land-based casinos, digital gaming, and mobile applications. Prior to that, Ms. Demus served as Vice President of Finance at Light and Wonder from August 2021 to March 2023. Prior to joining Light & Wonder, Ms. Demus held financial roles at Aristocrat Technologies and MGM Resorts International. Ms. Demus holds an M.B.A. from the UCLA Anderson School of Management and a B.S. in Business Administration from USC’s Marshall School of Business. Ms. Demus also serves as a board member and corporate officer for United Way of Southern Nevada (UWSN). Also, on February 13, 2026, the Board appointed Ms. Demus to the Audit Committee, effective immediately.
New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$33m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$49.1m market cap).
分析記事 • Feb 13Take Care Before Jumping Onto Skillz Inc. (NYSE:SKLZ) Even Though It's 27% CheaperTo the annoyance of some shareholders, Skillz Inc. ( NYSE:SKLZ ) shares are down a considerable 27% in the last month...
Price Target Changed • Feb 12Price target decreased by 41% to US$6.00Down from US$10.25, the current price target is provided by 1 analyst. New target price is 72% above last closing price of US$3.49. Stock is down 43% over the past year. The company is forecast to post a net loss per share of US$3.67 next year compared to a net loss per share of US$2.62 last year.
ナラティブの更新 • Feb 11SKLZ: Share Repurchases And Improved Profit Outlook Will Support Future UpsideAnalysts 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.
お知らせ • Feb 05Skillz Inc. (NYSE:SKLZ) acquired Certain Assets of Beamable, Inc.Skillz Inc. (NYSE:SKLZ) acquired Certain Assets of Beamable, Inc. on February 4, 2026. Skillz Inc. (NYSE:SKLZ) completed the acquisition of Certain Assets of Beamable, Inc. on February 4, 2026.
ナラティブの更新 • Jan 26SKLZ: Share Repurchases And Stable Outlook Will Support Future Upside PotentialAnalysts 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.
ナラティブの更新 • Jan 12SKLZ: Stable Outlook And Buybacks Will Support Future Margin ExpansionAnalysts 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).
お知らせ • Jan 01+ 1 more updateSkillz Inc. Appoints Gary Vecchiarelli as DirectorSkillz Inc.'s stockholders at its AGM held on December 29, 2025 approved the election of Gary Vecchiarelli as director.
ナラティブの更新 • Dec 24SKLZ: Future Margin Gains And Buybacks Will Support Undervalued SharesAnalysts 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).
お知らせ • Dec 20Skillz Inc. Announces CFO ChangesOn December 17, 2025, Mr. Gaetano Franceschi and Skillz Inc. entered into a transition and separation agreement (the “Transition and Separation Agreement”) providing for the termination of Mr. Franceschi’s employment without cause as Chief Financial Officer of the Company, effective as of January 12, 2026 (the “Effective Date”). Mr. Franceschi’s termination was approved by the board of directors of the Company (the “Board”) on December 12, 2025. Following the Effective Date, Mr. Franceschi will remain employed with the Company through January 31, 2026 (the “Termination Date”) and will provide transition services to the Company in such capacity. Mr. Franceschi’s termination was not related to the Company’s financial or operating results or to any disagreements or concerns regarding the Company’s financial or reporting practices. For purposes of the previously disclosed Skillz Inc. Executive Severance and Change in Control Plan (the “Executive Severance Plan”), Mr. Franceschi’s termination will be treated as a “Non-CIC Qualifying Termination.” Effective as of the Effective Date, Michael Darwal, 42, will be appointed as the Chief Financial Officer of the Company, succeeding Mr. Franceschi in such role. Mr. Darwal previously served as the Deputy CFO and President of ibex Digital from July 2025 until December 2025, as Deputy CFO and EVP of Investor Relations of ibex Digital from September 2022 to July 2025, and the Chief Digital Officer of ibex Digital and in various other roles at its predecessor company, Digital Globe Services, from November 2013 until September 2022. For the decade prior to joining Digital Globe Services, Mr. Darwal held leadership roles in finance, operations, and innovation at an early Facebook marketing agency, Ampush Media, as well as other public companies, Del Monte Foods and Progressive Insurance. Mr. Darwal holds a B.S.B.A. in Accounting and Information Systems from The Ohio State University.
お知らせ • Dec 19Skillz Inc., Annual General Meeting, Dec 29, 2025Skillz Inc., Annual General Meeting, Dec 29, 2025.
ナラティブの更新 • Dec 10SKLZ: Future Margins And Buybacks Will Support Fairly Valued SharesAnalysts 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).
ナラティブの更新 • Nov 25SKLZ: Improved Profit Margins Will Support Future Share Price RecoveryThe 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.
お知らせ • Nov 13Skillz Inc. announced delayed 10-Q filingOn 11/12/2025, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
Reported Earnings • Nov 12Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$1.14 loss per share (improved from US$1.20 loss in 3Q 2024). Revenue: US$27.4m (up 11% from 3Q 2024). Net loss: US$17.4m (loss narrowed 17% from 3Q 2024). Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) also missed analyst estimates by 3.6%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
お知らせ • Nov 03Skillz Inc. to Report Q3, 2025 Results on Nov 06, 2025Skillz Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025
Seeking Alpha • Oct 10Skillz Should Consider An Alternative To Its Current Turnaround PlanSummary Skillz (SKLZ) stock has surged over 35%, on growing confidence in the mobile game company's turnaround plan. While the situation has improved, I remain skeptical that a move to steady profitability will be flawlessly executed. That said, there may be an alternate route management could take, to maximize shareholder value. I'm keeping an eye on SKLZ for now, waiting for shares to pullback, either due to a disappointing earnings release, or because of ongoing compliance issues. Read the full article on Seeking Alpha
お知らせ • Oct 02Skillz Announces NYSE Grants Extension For Continued Listing Of Class A Common StockAs previously disclosed, on April 2, 2025, Skillz Inc. (the “Company”) received a notice from the New York Stock Exchange (“NYSE”) indicating that the Company was not in compliance with the NYSE’s continued listing requirements under the timely filing criteria outlined in Section 802.01E of the NYSE Listed Company Manual, as a result of the Company not timely filing its Annual Report on Form 10-K for the fiscal year ended December 31, 2024 (the “2024 Form 10-K”). The NYSE informed the Company that, under the NYSE’s rules, the Company would have six months to file the 2024 Form 10-K with the SEC and that the NYSE would continue to list the Company’s shares on the NYSE, provided that the Company regains compliance with Section 802.01E within the initial six-month cure period. The Company presented a compliance plan to the NYSE in September 2025 to request an additional extension period for the continued listing of its Class A common stock on the NYSE (the “Additional Cure Period”) in order for the Company to complete and file its 2024 Form 10-K, and its Quarterly Reports on Form 10-Q for the quarterly periods ended March 31, 2025 and June 30, 2025, and any subsequent delinquent SEC quarterly filings (collectively, the “Delayed Filings”), and regain compliance with the NYSE’s continued listing requirements. On September 25, 2025, the NYSE granted the Company’s request for an Additional Cure Period and agreed to provide the Company with an extension to continue its listing on the NYSE through December 17, 2025, subject to NYSE’s ongoing reassessment and provided the Company becomes current with its SEC filings by such date. The Company continues to work diligently to complete and file the Delayed Filings as soon as reasonably practicable, which the Company expects to be in advance of the timing requirements set forth by the NYSE.
お知らせ • Aug 13Skillz Inc. announced delayed 10-Q filingOn 08/12/2025, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Aug 01Skillz Inc. to Report Q2, 2025 Results on Aug 07, 2025Skillz Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
お知らせ • May 14Skillz Inc. announced delayed 10-Q filingOn 05/13/2025, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • May 07Skillz Inc. to Report Q1, 2025 Results on May 08, 2025Skillz Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
お知らせ • Apr 09Skillz Gets NYSE Non-Compliance Notice Over Delayed FilingSkillz Inc. announced it received a non-compliance notice from the New York Stock Exchange after failing to file its Form 10-K for the fiscal year ended Dec. 31, 2024, by the extended deadline of April 1. Under NYSE rules, the company has six months from March 17 to file the report and regain compliance. Skillz previously cited the need for more time to complete its year-end procedures and on April 8, 2025 said it continues working to complete the filing as soon as possible.
新しいナラティブ • Apr 06Developer 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.
お知らせ • Mar 18Skillz Inc. announced delayed annual 10-K filingOn 03/17/2025, Skillz Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
分析記事 • Mar 16Skillz Inc. (NYSE:SKLZ) Just Reported And Analysts Have Been Cutting Their EstimatesIt's shaping up to be a tough period for Skillz Inc. ( NYSE:SKLZ ), which a week ago released some disappointing annual...
New Risk • Mar 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$75m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (US$91.3m market cap).
Reported Earnings • Mar 14Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$2.70 loss per share (improved from US$4.85 loss in FY 2023). Revenue: US$95.5m (down 37% from FY 2023). Net loss: US$48.2m (loss narrowed 52% from FY 2023). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings.
お知らせ • Mar 06Skillz Inc. to Report Q4, 2024 Results on Mar 13, 2025Skillz Inc. announced that they will report Q4, 2024 results After-Market on Mar 13, 2025
New Risk • Feb 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$64m net loss in 3 years). Market cap is less than US$100m (US$99.2m market cap).
分析記事 • Feb 26Health 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 19Skillz Inc.: A Cost-Cutting Gamble With A Limited RunwaySummary 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 18Skillz Inc. (NYSE:SKLZ) Stock Rockets 35% As Investors Are Less Pessimistic Than ExpectedSkillz Inc. ( NYSE:SKLZ ) shareholders would be excited to see that the share price has had a great month, posting a...
お知らせ • Dec 12Skillz Inc. (NYSE:SKLZ) announces an Equity Buyback for 979,848 shares, for $6.86 million.Skillz Inc. (NYSE:SKLZ) announces a share repurchase program. Under the program, the company will repurchase up to 979,848 shares, for $6.86 million. The company will repurchase up to 961,532 shares of its Class A common stock from Wildcat Partner Holdings, LP at a price of $7.00 per share, for a total purchase price of $6.73 million, and 18,316 shares of its Class A Common Stock from Wildcat Capital Management, LLC at a price of $7.00 per share, for a total purchase price of $0.13 million. The program will close on December 10, 2024.
お知らせ • Dec 06Skillz Inc. (NYSE:SKLZ) announces an Equity Buyback for $41.1 million worth of its shares.Skillz Inc. (NYSE:SKLZ) announces a share repurchase program. Under the program, the company will repurchase up to $41.1 million worth of its Class A common stock. The Company expects to utilize its existing cash and cash equivalents to fund any repurchases made under the share repurchase program. The repurchase program has no expiration date.
Seeking Alpha • Dec 02Skillz: Still A No-Go, Despite Small Progress With The TurnaroundSummary 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
Recent Insider Transactions Derivative • Nov 20Co-Founder exercised options to buy US$277k worth of stock.On the 13th of November, Andrew Paradise exercised 90.58k options to receive shares at no cost, then sold around 35.64k of them at US$5.62 each and kept the remainder. Since September 2024, Andrew's direct individual holding has increased from 4.42m shares to 4.47m. Company insiders have collectively sold US$920k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Nov 17Co-Founder exercised options to buy US$272k worth of stock.On the 13th of November, Andrew Paradise exercised 90.58k options to receive shares at no cost, then sold around 35.64k of them at US$5.62 each and kept the remainder. Since September 2024, Andrew has owned 4.42m shares directly. Company insiders have collectively bought US$309k more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Nov 12Does 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...
Price Target Changed • Nov 10Price target decreased by 9.8% to US$9.17Down from US$10.17, the current price target is an average from 3 analysts. New target price is 81% above last closing price of US$5.07. Stock is down 4.7% over the past year. The company is forecast to post a net loss per share of US$2.30 next year compared to a net loss per share of US$4.85 last year.
Reported Earnings • Nov 09Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$1.20 loss per share (improved from US$1.57 loss in 3Q 2023). Revenue: US$24.6m (down 33% from 3Q 2023). Net loss: US$21.1m (loss narrowed 37% from 3Q 2023). Revenue missed analyst estimates by 7.9%. Earnings per share (EPS) also missed analyst estimates by 7.4%. Revenue is forecast to stay flat during the next 3 years compared to a 9.0% growth forecast for the Entertainment industry in the US.
お知らせ • Oct 31Skillz Inc. to Report Q3, 2024 Results on Nov 07, 2024Skillz Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
お知らせ • Oct 11Skillz Inc., Annual General Meeting, Dec 09, 2024Skillz Inc., Annual General Meeting, Dec 09, 2024.
お知らせ • Oct 10Skillz Inc. Appoints Mr. Anthony Cabot to the Board and Committees Effective ImmediatelySkillz Inc. appointed Mr. Anthony Cabot to the Board, effective immediately. Mr. Cabot, 68, held the position of Distinguished Fellow of Gaming Law at the UNLV Boyd School of Law until May 2023, overseeing the gaming law program where for over two decades, he shared his expertise with students, legislators and regulators. Prior to transitioning to academia full-time in March 2018, Professor Cabot spent 37 years practicing gaming law. Notably, he chaired the gaming law practice and served on the executive committee at Lewis Roca Rothgerber Christie LLP. Additionally, he is a founding member and former president of the International Masters of Gaming Law. On October 4, 2024, the Board appointed Mr. Cabot to the Nominating and Corporate Governance Committee, effective immediately. The Board affirmatively determined that Mr. Cabot is an independent director under the applicable rules of the NYSE and as such term is defined in Rule 10A-3(b)(1) under the Securities Exchange Act of 1934, as amended, and (ii) meets all applicable requirements for membership on the Nominating and Corporate Governance Committee.
お知らせ • Sep 25Skillz Inc. Announces Resignation of Seth Schorr from Board of DirectorsOn September 19, 2024, Seth Schorr informed Skillz Inc. (the “Company”) of his decision to resign from the Company’s Board of Directors (the “Board”), effective immediately. Mr. Schorr has served on the Board since August 2022.
お知らせ • Sep 17Skillz Inc. Announces Lawsuit UpdateThe Shareholders Foundation Inc. announced an update in the lawsuit that was pending for certain investors who purchased shares of Skillz Inc. Skillz Inc. became a public company in December 2020 by merging with Flying Eagle Acquisition Corp. (formerly NYSE: FEAC) a publicly-traded special purpose acquisition company. NYSE: SKLZ shares began trading on December 17, 2020. On May 7, 2021 an investor in NYSE: SKLZ shares filed a lawsuit against Skillz Inc. over alleged securities laws violations. The plaintiff alleged that the defendants made false and/or misleading statements and/or failed to disclose that three games responsible for a majority of Skillz's revenues had declined substantially, that Skillz's revenue recognition policy misrepresented the financial condition of the company, and that unrealistic market growth, specifically in the Android market. On March 01, 2023, the Court issued an order granting Defendants' Motion to Dismiss. On March 30, 2023, a notice appealing the Court's Dismissal Order was filed and on April 19, 2024, the Court of Appeals affirmed the District Court's ruling.
お知らせ • Aug 10Skillz Inc. announced delayed 10-Q filingOn 08/09/2024, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Jul 29Skillz Inc. to Report Q2, 2024 Results on Aug 01, 2024Skillz Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
Seeking Alpha • Jul 05Skillz: 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 Alpha
お知らせ • May 12Skillz Inc. announced delayed 10-Q filingOn 05/10/2024, Skillz Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • May 09Skillz Inc. to Report Q1, 2024 Results on May 07, 2024Skillz Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
お知らせ • Apr 27Magmic, in Collaboration with UFC and Skillz, Announce the Release of Their Newest Mobile Game, UFC Fight Card RummyMagmic, in collaboration with UFC and Skillz, announce the release of their newest mobile game, UFC FIGHT CARD RUMMY -- a fast-paced battle of Rummy where players can stack up against their favorite current UFC athletes. Players can take part in a 2-week LIVE TOURNAMENT nowthrough May 3rd, in which players compete in UFC-themed Rummy games to reach the top spots on the leaderboard as they compete for a UFC Legacy Championship Replica Belt, UFC Store gift cards, and other prizes. Leveraging its patented technology, Skillz is the leading mobile games platform, hosting billions of casual mobile gaming tournaments for millions of players worldwide. Download UFC FIGHT CARD RUMMY from the Apple App Store or Samsung Galaxy App Store.
お知らせ • Apr 09Skillz Receives Notice from the New York Stock Exchange Regarding Late Form 10-K FilingSkillz Inc. (‘the Company’) announced that, on April 2, 2024, it received a notice (the ‘NYSE Notice’) from the New York Stock Exchange (the ‘NYSE’) that the Company is not in compliance with the NYSE’s continued listing requirements under the timely filing criteria established in Section 802.01E of the NYSE Listed Company Manual, because the Company has not timely filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2023 (the ‘Form 10-K’) with the Securities and Exchange Commission (the ‘SEC’). The NYSE Notice has no immediate effect on the listing of the Company’s common stock on the NYSE. The NYSE Notice informed the Company that, under NYSE rules, the Company has six months from March 15, 2024 to regain compliance with the NYSE listing standards by filing the Form 10-K with the SEC. The NYSE further noted that, if the Company fails to file the Form 10-K within the six-month period, the NYSE may grant, at its sole discretion, an extension of up to six additional months for the Company to regain compliance, depending on the specific circumstances. The NYSE Notice also notes that the NYSE may nevertheless commence delisting proceedings at any time if it deems that the circumstances warrant. As previously reported in the Company’s Notification of Late Filing on Form 12b-25 filed with the SEC on March 14, 2024 (the ‘Form 12b-25’), the Company was unable to file the Form 10-K within the prescribed period because the Company requires more time to complete the procedures relating to its year-end process, including the completion of the audit of the Company’s financial statements by the Company’s independent auditors for inclusion in the Form 10-K. Subsequent to filing the Form 12b-25, the Company continued to dedicate significant resources to the completion of such procedures but was unable to file the Form 10-K by April 1, 2024, the end of the extension period provided by the Form 12b-25. The Company requires additional time to complete such procedures. Based on currently available information and subject to the completion of the audit procedures, the Company does not expect any material change to the financial results to be included in the Form 10-K compared to the preliminary financial information reported in the earnings release the Company furnished to the SEC on the Company’s Current Report on Form 8-K filed on March 14, 2024. The Company is working diligently to complete the necessary work to file the Form 10-K as soon as practicable and currently expects to file the Form 10-K within the six-month period granted by the NYSE Notice; however, there can be no assurance that the Form 10-K will be filed within such period.
Seeking Alpha • Apr 09Skillz: Large Cash Position But Core Business Keeps DecliningSummary 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
お知らせ • Mar 15+ 1 more updateSkillz Inc. announced delayed annual 10-K filingOn 03/14/2024, Skillz Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
お知らせ • Mar 06Skillz Inc. to Report Q4, 2023 Results on Mar 14, 2024Skillz Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Mar 14, 2024
分析記事 • Mar 01Revenues 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...
お知らせ • Feb 17Skillz Inc. Announces Step Down of Andrew Dahlinghaus as the General Counsel, Effective as of March 10, 2024Skillz Inc. announced on February 13, 2024, Andrew Dahlinghaus informed the company of his decision to step down from his position as the General Counsel of the Company, effective as of March 10, 2024 (the effective date). Mr. Dahlinghaus will remain in his current role with the company through the Effective Date to support the transition to his successor.
Price Target Changed • Feb 04Price target increased by 14% to US$10.50Up from US$9.25, the current price target is an average from 4 analysts. New target price is 87% above last closing price of US$5.61. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$5.57 next year compared to a net loss per share of US$21.41 last year.
お知らせ • Jan 09+ 1 more updateSkillz Inc. Announces CFO ChangesSkillz Inc. announced that on January 5, 2024, Jason Roswig informed his decision to step down from his position as Chief Financial Officer. Mr. Roswig has served in this role since August 8, 2022. Mr. Roswig’s decision to step down was due to personal reasons and not as a result of any disagreement with the Company on any matter relating to its operations, policies or practices. Effective January 8, 2024 Gaetano Franceschi, 51, will serve as the Chief Financial Officer of the Company. Mr. Franceschi previously served as the Senior Vice President and Head of Finance of Compass from March 2023 until December 2023, where he also served as the Vice President and Head of Finance from May 2021 to February 2023. Prior to Compass, a real estate technology company, Mr. Franceschi served as the CFO of Amazon Games from August 2019 until April 2021, and served as the CFO of Amazon Web Services Data Center General Services from April 2017 to July 2019. Prior to that, Mr. Franceschi served in a variety of positions at Citi from November 2011 to March 2017, including CFO of Corporate Real Estate, Global Head of FP&A Ops & Tech, and CFO of Global Re-engineering. Mr. Franceschi holds a Master’s in Business Administration from Columbia University and a Bachelor of Science in Industrial Engineering from Northwestern University.
Seeking Alpha • Jan 02Skillz Inc.: Still Early In Turning Around The ShipSummary 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 Alpha
New Risk • Nov 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$89m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Reported Earnings • Nov 10Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$1.57 loss per share (improved from US$3.80 loss in 3Q 2022). Revenue: US$36.4m (down 40% from 3Q 2022). Net loss: US$33.5m (loss narrowed 57% from 3Q 2022). Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) exceeded analyst estimates by 1.7%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in the US.
お知らせ • Oct 26Skillz Inc. to Report Q3, 2023 Results on Nov 08, 2023Skillz Inc. announced that they will report Q3, 2023 results After-Market on Nov 08, 2023
Seeking Alpha • Oct 24Skillz: Dying Core Business, But Near-Term Squeeze PossibleSummary 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 Alpha
New Risk • Oct 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$88.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$83m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$88.9m market cap).
お知らせ • Sep 01Skillz Inc. Announces Executive ChangesElly Ryu informed Skillz Inc. (the “Company”) that she has decided to step down from her position as Corporate Controller and Global Head of Accounting effective as of September 8, 2023. Ms. Ryu has served in this role since April 3, 2023. Ms. Ryu’s decision to step down was due to personal reasons and not as a result of any disagreement with the Company on any matter relating to its operations, policies or practices. Ms. Ryu has agreed to provide consulting and transition services to the Company for an interim period through the date the Company files its next report on Form 10-Q to provide operational continuity during the transition process. Company thanked Ms. Ryu for her dedicated service to the Company. The Company has appointed Jason Roswig, its President and Chief Financial Officer, to the role of Interim Corporate Controller and Global Head of Accounting, and is in the process of searching for a qualified candidate to hire as the new full-time Corporate Controller and Global Head of Accounting.
お知らせ • Aug 22Skillz Inc. (NYSE:SKLZ) announces an Equity Buyback for $65 million worth of its shares.Skillz Inc. (NYSE:SKLZ) announces a share repurchase program. Under the program, the company will repurchase up to $65 million worth of its Class A common stock. The Company expects to utilize its existing cash and cash equivalents to fund any repurchases made under the share repurchase program. The repurchase program will have a term of 12 months.
Seeking Alpha • Aug 18Skillz: Chasing The Clock's Shadow Amid A Shrinking PropositionSummary 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
Recent Insider Transactions • Aug 10Co-Founder recently bought US$763k worth of stockOn the 7th of August, Andrew Paradise bought around 75k shares on-market at roughly US$10.17 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$785k. Andrew has been a buyer over the last 12 months, purchasing a net total of US$2.4m worth in shares.
Price Target Changed • Aug 06Price target decreased by 15% to US$12.33Down from US$14.50, the current price target is an average from 6 analysts. New target price is 17% above last closing price of US$10.50. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$5.56 next year compared to a net loss per share of US$21.41 last year.
Reported Earnings • Aug 03Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: US$1.05 loss per share (improved from US$2.97 loss in 2Q 2022). Revenue: US$40.2m (down 45% from 2Q 2022). Net loss: US$22.0m (loss narrowed 64% from 2Q 2022). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in the US.
New Risk • Jun 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$70m net loss in 3 years). Shareholders have been diluted in the past year (3.4% increase in shares outstanding).
お知らせ • Jun 25+ 1 more updateSkillz Inc.(NYSE:SKLZ) dropped from Russell Small Cap Comp Value IndexSkillz Inc.(NYSE:SKLZ) dropped from Russell Small Cap Comp Value Index
New Risk • Jun 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$70m net loss in 3 years). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).
Seeking Alpha • Jun 23Skillz: Racing The Clock As Revenue Growth DeclinesSummary Skillz is experiencing a decline in revenue growth rates, primarily due to the underperformance of its top games, leading to a loss of user engagement. Paying monthly active users have dropped by 60% year-over-year, indicating a significant decline that suggests structural problems within the platform. Skillz aims to achieve positive adjusted EBITDA by the end of 2024, but concerns about its financial position persist, especially considering its estimated cash burn of $80 million this year. Skillz's decision to change its auditing firm and undergo a reverse stock split raises doubts about the company's underlying business and its ability to attract investors. Read the full article on Seeking Alpha
お知らせ • Jun 23Skillz Announces 1-For-20 Reverse Stock Split to Gain Compliance with the New York Stock Exchange Continued Listing StandardsSkillz Inc. announced that its Board of Directors has approved a 1-for-20 reverse stock split of the Company’s Class A common stock and Class B common stock (together, the “common stock”). The reverse stock split, which was authorized by Skillz stockholders at the Annual Meeting of Stockholders on June 20, 2023, is intended to return Skillz to compliance with the New York Stock Exchange continued listing standards. The reverse stock split will become effective on June 23, 2023 and the Company’s Class A common stock will begin trading on a split-adjusted basis when the market opens on June 26, 2023. Skillz’ Class A common stock will continue to trade on the New York Stock Exchange under the ticker symbol “SKLZ” but with a new CUSIP number of 83067L208.
お知らせ • Jun 03Skillz Inc. Announces Executive ChangesSkillz Inc. announced that Andrew Dahlinghaus will be joining the executive team as General Counsel, effective June 26, 2023. Dahlinghaus will be replacing Charlotte Edelman, who has led the company’s legal department since 2020. Edelman will continue to serve the company as an advisor. In his role, Dahlinghaus will oversee all legal and regulatory matters at Skillz. In his past roles, Dahlinghaus has led best-in-class Legal and Compliance groups in Fortune 500, FTSE 250 and private equity-backed companies, including Covidien, Medtronic, and ConvaTec. Most recently at Clario, his experience spans large and complex transactions, commercial counseling, regulatory compliance and government enforcement matters. Prior to going in-house, Dahlinghaus was an attorney at international law firm Arent Fox, where he represented a wide variety of clients in high-stakes litigation and government investigations. Dahlinghaus earned his B.A. at Indiana University Bloomington before graduating from The George Washington University Law School.
Recent Insider Transactions • May 18Co-Founder recently bought US$785k worth of stockOn the 15th of May, Andrew Paradise bought around 2m shares on-market at roughly US$0.52 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$836k. Andrew has been a buyer over the last 12 months, purchasing a net total of US$1.6m worth in shares.
Major Estimate Revision • May 16Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$183.8m to US$177.9m. Losses expected to increase from US$0.26 per share to US$0.32. Entertainment industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$0.89 unchanged from last update. Share price fell 9.0% to US$0.55 over the past week.
Reported Earnings • May 10First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: US$0.085 loss per share (improved from US$0.37 loss in 1Q 2022). Revenue: US$44.4m (down 53% from 1Q 2022). Net loss: US$35.6m (loss narrowed 76% from 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in the US.
分析記事 • Apr 17Optimistic Investors Push Skillz Inc. (NYSE:SKLZ) Shares Up 44% But Growth Is LackingSkillz Inc. ( NYSE:SKLZ ) shareholders are no doubt pleased to see that the share price has bounced 44% in the last...
