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- **Revenue Growth Accelerating**: Q3 GAAP +11% YoY to $27M, driven by Aarki's AI ad tech expansion. 
- **Developer Ecosystem Thriving**: Solitaire Skillz (first $75M Developer Accelerator title) showing monetization promise. 
- **Legal Battles Intensify**: Bot fraud lawsuits advancing, with court denying Papaya's summary judgment. 
- **Path to Profitability**: Aarki's ad tech margins improving, targeting $100M+ ARR by Q4 2026. 
- **Key Risk**: Bot fraud lawsuits could disrupt developer trust, impacting ecosystem growth. 
- **Strategic Expansion**: AI ad tech into e-commerce/retail media, leveraging gaming monetization expertise.

**【Management Opening Remarks】**
- **Q3 2025 Results**: GAAP revenue of $27 million (+9% QoQ, +11% YoY), paying MAU 155,000 (+6% QoQ, +28% YoY). 
- **Aarki Momentum**: Ad tech revenue up 100% YoY, new AI-driven products launching on iOS/Android. 
- **Developer Accelerator Program**: Solitaire Skillz (first title from $75M program) showing early monetization success. 
- **Legal Progress**: Bot fraud lawsuits against Papaya/Voodoo advancing, with court denying Papaya's summary judgment. 
- **Path to Profitability**: Aarki expanding advertiser base, improving margins. 

**【CFO Financial Commentary】**
- **Revenue Growth**: $27M Q3 GAAP (+9% QoQ, +11% YoY), driven by Aarki's ad tech expansion. 
- **Cost Optimization**: R&D ($5M, +15% YoY), G&A ($17M, -4% YoY). 
- **Balance Sheet**: $213M cash, $129.7M debt, improving EBITDA loss (-3% QoQ). 
- **Profitability Focus**: Scaling Aarki's AI-driven ad tech into e-commerce/retail media. 

**【Q&A Highlights】**
- **Aarki Expansion**: Targeting $100M+ ARR by Q4 2026, with iOS/Android product launches. 
- **Solitaire Skillz Performance**: Early monetization success, testing new platform features. 
- **Tether Dispute Update**: 18-month post-termination period for Solitaire Cube/21 Blitz. 
- **Traffic Growth**: Focused on quality paying MAU, not broad traffic expansion. 
- **Monetization Strategy**: Optimizing retention, improving LTV/CAC ratios. 
- **Legal Risks**: Bot fraud lawsuits could impact developer ecosystem trust. 
- **Long-Term Vision**: Combining gaming + AI ad tech for adjacent verticals (e-commerce, media).

Skillz Inc. (SKLZ) Q3 2025 Earnings Call Transcript

- **Revenue Growth**: Q2 revenue up 30% QoQ to $27M, driven by platform innovations and user acquisition efficiency. 
- **MAU Expansion**: Paying MAU reaches 146,000, highest in 7 quarters, with 19% conversion rate. 
- **Cost Efficiency**: Adjusted EBITDA loss improves 36% QoQ to $10M, cash burn reduced to $8M. 
- **Strategic Investments**: $75M Developer Accelerator program and Aarki ad tech innovations. 
- **Litigation Risk**: Ongoing lawsuits may impact industry trust but highlight company's commitment to fair play.

**【CEO Summary Section】**
- **Q2 Financial Highlights**: GAAP revenue of $27 million (+30% QoQ, +8% YoY), paying MAU of 146,000 (+18% QoQ, +20% YoY), and adjusted EBITDA loss of $10 million (36% QoQ improvement). 
- **Platform Innovations**: Launched enhanced loyalty program with personalized incentives, ACH deposit/instant withdrawals, and Skillz Arcade app. 
- **Developer Accelerator Program**: $75 million commitment to support game development on the platform. 
- **Aarki Ad Tech Growth**: iOS SKAN4 adoption and Android GPU-accelerated bidding drove revenue acceleration. 
- **Fair Play Litigation**: Ongoing lawsuits against Papaya and Voodoo for alleged bot usage, with court-ordered unsealing of Papaya's bot admission. 

**【CFO Financial Commentary】**
- **Revenue Breakdown**: $27 million total, with 22% QoQ growth excluding one-time items. 
- **Expense Management**: R&D ($5M, 17% of revenue), Sales/Marketing ($18M, 62% of revenue), G&A ($8M, 49% of revenue). 
- **Cash Position**: $239M in cash (including $10M restricted) vs. $129.7M debt. 
- **Net Loss**: $9M vs. $26M YoY, excluding $46M prior-year settlement. 
- **Cash Flow**: $21M net used (excluding settlements), $8M operating cash burn. 

**【Q&A Highlights】**
- No questions were asked during the session.

Skillz Inc. (SKLZ) Q2 2025 Earnings Call Transcript

- **Revenue Growth**: Q1 revenue $22M (+12% QoQ excluding adjustments). Paying MAU up 12% to 123,000.
- **Bot Litigation Impact**: Ongoing lawsuits with Papaya/Voodoo; court documents suggest fraud. Class-action lawsuits filed by consumers.
- **Cash Position Strength**: $264M cash, including $7.5M from Avia settlement. Adjusted EBITDA loss narrowed to $15M.
- **Compliance Risk**: NYSE listing at risk if 10-K not filed within 6 months.

**【CEO Opening Remarks】**
- **Fair Play Initiative Update**: Ongoing litigation against Papaya and Voodoo for alleged bot usage in gaming. Court documents reveal Papaya witnesses invoked Fifth Amendment, supporting fraud allegations. Class-action lawsuits filed by consumers against Avia and Papaya.
- **Q1 Operational Progress**: 
  - **Pillar 1 (Platform Enhancement)**: Launched $75M Accelerator program to fund 25+ new skill-based games, targeting fresh genres. Q1 Game Developers Conference saw record developer engagement.
  - **Pillar 2 (Organizational Up-leveling)**: Expanded Las Vegas and Bangalore teams for improved product development and analytics.
  - **Pillar 3 (Go-to-Market)**: Paying MAU grew 12% QoQ to 123,000, driven by re-engagement of lapsed users. CAC optimization and LTV growth initiatives ongoing.
  - **Pillar 4 (Profitability)**: Adjusted EBITDA loss narrowed to $15M vs. $19M prior quarter. Operating cash burn improving with strong $264M cash balance.

**【CFO Financial Highlights】**
- **Revenue**: $22M (+21% QoQ, -11% YoY). Excluding one-time adjustment, +12% QoQ growth.
- **User Metrics**: Paid conversion rate 16.2% (vs. 14.6% prior quarter). UA marketing $4M, engagement marketing $9M.
- **Expenses**: R&D $5M (+4% YoY). S&M $19M (-9% YoY). G&A $16M (-29% YoY).
- **Liquidity**: $264M cash, including $7.5M received from AviaGames settlement. Total debt $129.7M.

**【Key Risks】**:
- NYSE compliance at risk due to delayed 10-K filing. Litigation with Papaya/Voodoo could impact cash flow and industry reputation.

Skillz Inc. (SKLZ) Q1 2025 Earnings Call Transcript

- **Litigation Intensifies**: Lawsuits against Papaya/Voodoo highlight $75M+ fraud claims, with consumer class actions filed.
- **Developer Ecosystem Boost**: $75M accelerator program to launch 25+ new games, signaling platform expansion.
- **User Growth Rebound**: Paying MAU up 3 months in a row to 123K in Feb, despite Q4 decline.
- **Cost Efficiency**: Q4 expenses down $3M QoQ, S&M at 86% of rev vs 95% YoY ago.
- **Cash Strength**: $282M cash (incl $50M+ from AviaGames), debt $130M, improving cash burn trends.

**【CEO Opening Remarks】**
- **Fair Play Initiative Progress**: Filed lawsuits against Papaya and Voodoo for alleged bot fraud, with class action lawsuits also initiated by consumers. Ongoing litigation in Southern District of New York.
- **4 Pillar Strategy Execution**:
  1. **Platform Enhancement**: Announced $75M developer accelerator program to support 25+ high-potential games, with strong developer response.
  2. **Organizational Scaling**: Expanded teams in Las Vegas and Bangalore to optimize product development and marketing.
  3. **Go-to-Market Strategy**: Paying MAU rebounded to 123,000 in Feb (up 3 months sequential growth), despite Q4 PMAU decline to 110,000.
  4. **Profitability Path**: Full year adjusted EBITDA loss (excl. litigation) improved 9% YoY, with operating cash burn trends positive.

**【CFO Financial Highlights】**
- **Revenue Performance**: Q4 revenue $20M (-17% QoQ, -35% YoY) due to macro challenges and competitive dynamics.
- **User Metrics**: Paying conversion rate 14.6% (up from 14.3% Q3), with MAU/PMAU declines offset by Feb rebound.
- **Cost Management**: 
  - Total expenses $16M (down $3M QoQ), with R&D at 16% of rev and S&M at 86% of rev.
  - UA marketing spend $5M, engagement marketing $10M.
- **Financial Health**: 
  - Net loss $26M (vs $60M Q4 2023), adjusted EBITDA loss $19M.
  - Cash balance $282M (including $10M restricted), with $7.5M litigation settlement expected this month.
  - Debt principal $129.7M, improving cash burn provides runway for growth.


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