Skillz Inc. (SKLZ)
NYSE:SKLZ
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.92Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated meaningful progress: strong Q4 and full-year revenue growth, notable breakout performance from RZR (146% net revenue growth and positive full-year adjusted EBITDA), improved adjusted EBITDA trajectory and a healthy cash position. These positives are balanced against material near-term challenges including a QoQ PMAU decline driven by the exit of a large partner (a partner that previously represented ~51% of revenue), increased R&D and marketing spend, $130M of debt now classified as current with upcoming maturity, and ongoing litigation. Overall, the company presented clear operational improvements and path-to-profitability signals but faces concentration, liquidity and legal risks that require monitoring.Company Guidance
Quarterly Revenue Growth
Q4 2025 GAAP revenue of $30.0M, up 11% quarter-over-quarter (from $27M) and up 67% year-over-year (from $18M). Company reported four consecutive quarters of sequential revenue growth and two consecutive quarters of year-over-year revenue growth.
Full-Year Revenue and Margin Improvement
Full-year 2025 GAAP revenue of $105M, up 13% year-over-year (from $93M in 2024). Full-year adjusted EBITDA loss improved to $51M from $61M in 2024, a 16% year-over-year improvement.
RZR (formerly Aarki) Outperformance
RZR delivered 146% net revenue growth year-over-year and, for the first time since the 2021 acquisition, generated positive adjusted EBITDA for the full year 2025. Management highlighted machine-learning, auction-level intelligence, retargeting and bidding efficiency improvements driving margin expansion and broader monetization.
Sequential and Year-over-Year Adjusted EBITDA Improvement
Q4 2025 adjusted EBITDA loss was $10M, improved from a $12M loss in Q3 2025 (17% quarter-over-quarter improvement) and materially improved versus the prior year period (company reported significant year-over-year improvement in adjusted EBITDA).
User Monetization and PMAU Year-over-Year Growth
Paying monthly active users (PMAU) of 141,000, representing 28% year-over-year growth (from 110,000). Company also reported increases in GMV per payer in Q4 despite a QoQ PMAU dip.
Improved Net Loss and Expense Discipline
Q4 net loss of $18M, a 27% improvement year-over-year. General & administrative expenses decreased ~13% year-over-year in Q4, reflecting continued focus on expense management.
Strong Cash Position and Cash Inflows from Settlement
Ended Q4 2025 with $195M in cash and cash equivalents. Received $7.5M annual settlement payment in Q1 2026 as part of AviaGame settlement (total received to date $65M), with two additional $7.5M payments expected in March 2027 and March 2028.
Platform and Organizational Investments
Launched Pro SDK at GDC to expand developer capabilities and monetization; strengthened board with experienced executives; continued investments in platform modernization and AI ad tech capabilities to support scaling.
SKLZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SKLZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | $2.59 | $2.62 | +1.16% |
Oct 06, 2025 | $8.08 | $7.84 | -2.97% |
Aug 07, 2025 | $6.64 | $7.61 | +14.61% |
May 08, 2025 | $5.28 | $5.58 | +5.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Skillz Inc. (SKLZ) report earnings?
Skillz Inc. (SKLZ) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Skillz Inc. (SKLZ) earnings time?
Skillz Inc. (SKLZ) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SKLZ EPS forecast?
Currently, no data Available