Skillz Inc (SKLZ)
NYSECommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-11-05
$8.84+6.25%
Close 2026-06-18 · 1-day change
NYSECommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-11-05
QuarterlyIQ Insights · SKLZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Confidential - Property of FIRY FIRY: TURNAROUND THROUGH FINANCIAL DISCIPLINE (CONTD.) Q1’26 revenue reached $29M, up 33% YoY, while LTM revenue grew to $112M, up 25%, despite a 4% decline in sales &…
Stated in 1 of 1 supplied quarters. Management reported: “We ended the quarter with $185 million in cash and continue to evaluate strategic alternatives to optimize our capital structure as we progress toward sustained profitability."” “Confidential - Property of FIRY FIRY: TURNAROUND THROUGH FINANCIAL DISCIPLINE (CONTD.) Q1’26 revenue reached $29M, up 33% YoY, while LTM revenue grew to $112M, up 25%, despite a 4% decline in sales & marketing spend.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated weak grew net income 53% of the time over the next year (vs 52% for the rest of the cohort, n=1899).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We ended the quarter with $185 million in cash and continue to evaluate strategic alternatives to optimize our capital structure as we progress toward sustained profitability."”
PAPAYA GAMING, LTD $420M $719M $652M POST-TRIAL ENHANCED DISGORGEMENT SOUGHT BY SKILLZ JURY RECOMMENDATION PROFIT-BASED DISGORGEMENT JURY RECOMMENDATION COST-SAVINGS-BASED DISGORGEMENT ACTUAL DAMAGES…
Stated in 1 of 1 supplied quarters. Management reported: “"In April, a unanimous federal jury in the Southern District of New York found Papaya Gaming liable for false advertising and awarded Skillz $420 million in actual damages, the largest such verdict in U.S. history under the Lanham Act, with a total potential award ranging from $420 million to over $1.2 billion depending on the Court's final determinations.”
“"In April, a unanimous federal jury in the Southern District of New York found Papaya Gaming liable for false advertising and awarded Skillz $420 million in actual damages, the largest such verdict i…”
EBITDA (Excl. Litigation Expense) Litigation expenses Adjusted EBITDA improved from approximately ($188M) in 2021 to a ($46M) LTM loss, with annual expenses reduced to roughly 1/4 of peak levels.
Stated in a supplied disclosure. Management reported: “EBITDA (Excl. Litigation Expense) Litigation expenses Adjusted EBITDA improved from approximately ($188M) in 2021 to a ($46M) LTM loss, with annual expenses reduced to roughly 1/4 of peak levels.” “Confidential - Property of FIRY FIRY: TURNAROUND THROUGH FINANCIAL DISCIPLINE (CONTD.) Q1’26 revenue reached $29M, up 33% YoY, while LTM revenue grew to $112M, up 25%, despite a 4% decline in sales & marketing spend.”
Continue to improve operating businesses, reduce losses, and move toward sustained profitability with revenue growth and adjusted EBITDA improvement.
Ensure smooth leadership changes including CFO transition to maintain operational stability and strategic focus.
Over the trailing year it converted 0.49x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, long-term interest rates, the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=2398).
Not investment advice. As of 2026-11-05.