What is Skillz's latest dividend and current dividend yield?

What is Skillz's gross profit margin?

What does Skillz do and what are its main business segments?

What factors drove the changes in Skillz's revenue and profit?

What were the key takeaways from Skillz's earnings call?

What is the revenue and EPS growth rate for Skillz year over year?

What were the key takeaways from Skillz’s earnings call?

What guidance did Skillz's management provide for the next earnings period?

- **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).

SKLZ

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