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

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Did Skillz beat or miss consensus estimates last quarter?

What is the market's earnings forecast for Skillz next quarter?

What is Skillz's gross profit margin?

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

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

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

- **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

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SKLZ

SKLZ fundamentals

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