Skillz Inc
SKLZ
Skillz Inc AI Insights
Informational only. Not investment advice.Snapshot
- Cash burn of -81.6M FCF TTM against 211.8M cash = ~2.6 years runway before capital raise needed[Free Cash Flow TTM]
- Operating margin -86% TTM vs industry median 0% - losses dwarf revenue despite 86% gross margin[Operating Margin TTM]
- Revenue declined -23% 3Y CAGR vs industry median +10% - structural demand erosion[Total Revenue 3Y Growth]
Watch Triggers
- Cash and Equivalents: Falls below 100M — Signals imminent capital raise or restructuring within 12 months
- Total Revenue TTM: Stabilizes or grows QoQ — First sign demand erosion halted - prerequisite for any turnaround
- Operating Expense TTM: Drops below 100M — Would indicate credible path to breakeven at current revenue
Bull Case
86% gross margin TTM proves unit economics work - path to profitability exists if opex cut 50% to ~80M
EV of 3.1M implies market prices near-zero equity value - any turnaround creates asymmetric upside
Bear Case
Revenue -23% 3Y CAGR with -86% operating margin = death spiral; cost cuts can't outpace shrinking topline
128M debt at 1.01x D/E with negative EBITDA (-76.7M) makes refinancing near-impossible
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
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Forward Thesis
Cash runway exhaustion by late 2027 forces dilutive raise or strategic sale
- FCF burn rate of -81.6M annually
- 211.8M cash with 128M debt
- No path to profitability visible
Public Strategies Rankings
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SKLZ Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$79.45M | — | ||
$-4.05M | — | ||
0.00 | — | ||
$92.26M | -13.1% | — | |
$-5.21 | — | ||
-86.1% | -5.2% | — | |
-84.0% | -48.9% | — | |
$-81.64M | — | ||
-0.47 | -30.0% | — | |
Beta 5Y (Monthly) | unknown | — |
SKLZ Dividend History
SKLZ Stock Splits
SKLZ SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
12/11/25 | 09/30/25 | 10-Q | |
12/11/25 | 06/30/25 | 10-Q | |
12/11/25 | 03/31/25 | 10-Q | |
11/06/25 | 12/31/24 | 10-K | |
11/08/24 | 09/30/24 | 10-Q | |
08/29/24 | 06/30/24 | 10-Q | |
08/29/24 | 03/31/24 | 10-Q | |
08/29/24 | 12/31/23 | 10-K | |
11/08/23 | 09/30/23 | 10-Q | |
08/08/23 | 06/30/23 | 10-Q | |
05/10/23 | 03/31/23 | 10-Q | |
03/31/23 | 12/31/22 | 10-K | |
11/07/22 | 09/30/22 | 10-Q | |
08/04/22 | 06/30/22 | 10-Q | |
05/06/22 | 03/31/22 | 10-Q | |
03/01/22 | 12/31/21 | 10-K | |
11/09/21 | 09/30/21 | 10-Q | |
08/10/21 | 06/30/21 | 10-Q | |
05/14/21 | 03/31/21 | 10-Q | |
03/12/21 | 12/31/20 | 10-K | |
11/09/21 | 09/30/20 | 10-Q | |
08/10/21 | 06/30/20 | 10-Q | |
05/14/21 | 03/31/20 | 10-Q |