Sep 30, 2021

Skillz Q3 2021 Earnings Report

Skillz announced Q3 2021 results, delivering 23rd consecutive quarter of revenue outperformance.

Key Takeaways

Skillz reported a strong third quarter with a 70% year-over-year revenue increase, reaching $102.1 million. Paying MAU grew 47% year-over-year. The company officially launched the mobile version of Big Buck Hunter and closed an investment in Exit Games.

Revenue was $102.1 million, up 70% year-over-year.

Gross profit was $94.4 million, up 66% year-over-year.

Net income was $50.8 million, compared to a loss of $(42.9) million in the prior year period, primarily due to changes in the fair value of warrants and an income tax benefit.

Cash on balance sheet was $540.3 million with no debt.

Total Revenue
$102M
Previous year: $59.7M
+71.0%
EPS
-$3.2
Previous year: -$2.8
+14.3%
Paying Monthly Active Users
510K
Previous year: 350K
+45.7%
Average Revenue Per Paying MAU
$66.8
Previous year: $57.8
+15.5%
Gross Marketplace Volume
$611M
Previous year: $411M
+48.7%
Gross Profit
$94.4M
Previous year: $56.9M
+66.0%
Cash and Equivalents
$540M
Previous year: $256K
+211100.5%
Total Assets
$808M
Previous year: $691M
+17.0%

Skillz

Skillz

Forward Guidance

The Company is affirming its full-year 2021 revenue guidance of $389 million (inclusive of Aarki).