NYSE$SKLZ

Skillz Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Skillz Inc reported revenue growth and narrowed net loss for the first quarter of 2026.

Skillz Inc achieved consolidated revenue of $29.1 million in Q1 2026, up 33% year-over-year, driven by strong performance in its RZR advertising segment and modest growth in the core Skillz platform. The company narrowed its net loss to $10.9 million from $17.1 million in the prior year period, supported by litigation settlement gains and cost management. Cash and cash equivalents stood at $185.4 million at quarter end.

  • Revenue increased 33% to $29.1 million, led by 120% growth in RZR advertising revenue to $9.8 million.
  • Net loss narrowed to $10.9 million, with operating loss improving to $8.8 million from $15.5 million.
  • RZR segment delivered positive adjusted EBITDA of $2.0 million, while Skillz segment adjusted EBITDA was negative $14.8 million.
  • Cash position remained strong at $185.4 million despite $6.7 million used in operating activities.

Headline financials

Total Revenue

$29.1M

Previous: $22.4M+29.9%
EPS (adj)

-$0.69

Previous: -$0.93+25.8%
Capital Expenditures

-$363K

Previous: -$1.19M+69.5%
Free Cash Flow

-$7.1M

No prior period
Net Income

-$10.9M

Previous: -$14.9M+26.7%
Operating Income

-$8.75M

Previous: -$13.3M+34.0%
Gross Profit

$25.5M

Previous: $19.4M+31.2%
Cash & Equivalents

$185M

No prior period
Total Assets

$287M

No prior period

Revenue & EPS history

Skillz · Revenue · Quarterly

$29.1M

Q1 2026+29.9%vs Q1 2025
Beat estimate in 2 of 13 quarters(15%)
ActualEstimate

Revenue by segment

Skillz · $29.4M total across 2 segments · Q1 2026

  • Skillz Platform
    $19.7M
  • RZR Advertising
    $9.76M

Forward guidance

No explicit quantitative guidance provided for future periods.

Tailwinds

  • RZR segment showing strong revenue momentum and positive adjusted EBITDA.
  • Continued litigation settlement inflows expected in future years.

Headwinds

  • Ongoing legal proceedings and potential impact from developer contract disputes.
  • Continued net losses and cash usage in operations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-3.8%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+3.3%

Avg return

30 days after

27%

7 / 26 earnings

Positive

+15.5%

Q4 2022

Best reaction

-19.9%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.8%+11.2%
Q4 2025-4.6%-3.9%+195.8%
Q3 2025-0.8%-0.6%-11.4%
Q2 2025+14.0%+29.8%+11.9%
Q1 2025+6.2%+15.3%+19.3%
Q4 2024-14.1%-10.6%-18.8%
Q3 2024-9.0%-11.5%-0.9%
Q2 2024-5.4%-6.2%-8.5%
Q1 2024-13.5%+2.4%+11.0%
Q4 2023-11.7%-12.6%-12.8%
Q3 2023-14.9%-6.7%+10.8%
Q2 2023-14.4%-12.9%-28.9%
Q1 2023-14.2%-14.8%-8.0%
Q4 2022+15.5%+14.0%+21.2%
Q3 2022-1.0%+2.9%-3.7%
Q2 2022-8.7%+0.0%-27.3%
Q1 2022-3.3%-20.0%-22.3%
Q4 2021-19.9%-13.9%-15.0%
Q3 2021-1.8%+6.3%-30.6%
Q2 2021-14.6%-16.1%-12.9%
Q1 2021-6.3%-4.9%+28.5%
Q4 2019+13.2%+5.7%-37.9%
Q4 2020+9.5%+24.0%-31.9%
Q3 2020+4.3%+6.7%+39.3%
Q2 2020-0.3%-1.9%+11.0%
Q1 2020+1.5%+2.0%+4.0%

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