NYSE$SKLZ

Skillz Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported strong revenue growth for the 22nd consecutive quarter and the closing of acquisition of marketing platform Aarki.

Skillz reported a 52% increase in revenue, reaching $89.5 million for the second quarter of 2021. The company's gross profit also grew by 52% to $85.1 million. Skillz updated its full-year 2021 revenue guidance to $389 million, including a $13 million contribution from the Aarki acquisition.

  • Revenue grew to $89.5 million, up 52% year-over-year.
  • Gross profit grew to $85.1 million, up 52% year-over-year.
  • Gross margin was 95%, in line with prior year.
  • GMV grew to $608.5 million, up 47% year-over-year.

Headline financials

Total Revenue

$89.5M

Previous: $58.6M+52.7%
EPS (adj)

-$4.20

Previous: -$1.40-200.0%
Monthly Active Users

2.4M

Previous: 2.6M-7.7%
Free Cash Flow

-$79.6M

No prior period
Net Income

-$79.6M

Previous: -$20.2M-294.9%
Operating Income

-$50M

Previous: -$12.6M-297.1%
Gross Profit

$85.1M

Previous: $55.9M+52.1%
Cash & Equivalents

$693M

Previous: $745K+92895.3%
Total Assets

$720M

Previous: $691M+4.2%
Stock-Based Comp

$15.8M

Previous: $5.55M+184.4%

Revenue & EPS history

Skillz · Revenue · Quarterly

$89.5M

Q2 2021+52.7%vs Q2 2020
Beat estimate in 5 of 11 quarters(45%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

The Company is updating its full-year 2021 revenue guidance from $375 million to $376 million for Skillz on a stand-alone basis, plus $13 million revenue contribution from the business combination with Aarki resulting in combined 2021 revenue of $389 million.

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 Q2 2021

Historical avgQ2 2021

-3.8%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+4.2%

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%+33.0%
Q4 2025-4.6%-3.9%+189.6%
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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