NYSE$SKLZ

Skillz Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Skillz's Q4 2021 performance was marked by revenue growth, increased paying monthly active users, and strategic investments, while net loss also increased.

Skillz Inc. reported a 61% year-over-year increase in revenue, reaching $108.8 million for the fourth quarter of 2021. The company's paying monthly active users also increased by 56% year-over-year. However, the net loss increased to $99.0 million, and the company is shifting its focus to profitable growth by improving marketing efficiency.

  • Revenue increased by 61% year-over-year to $108.8 million.
  • Gross profit increased by 56% year-over-year to $100.4 million.
  • Net loss increased to $99.0 million from $67.0 million in the prior year period.
  • Paying Monthly Active Users (PMAU) increased 56% year-over-year to 0.61 million.

Headline financials

Total Revenue

$109M

Previous: $67.7M+60.7%
EPS (adj)

-$5.00

Previous: -$2.80-78.6%
Net Income

-$99M

Previous: -$43.9M-125.3%
Operating Income

-$104M

Previous: -$43.2M-140.6%
Gross Profit

$100M

Previous: $64.2M+56.3%
Cash & Equivalents

$241M

Previous: $263M-8.1%
Total Assets

$1.02B

Previous: $282M+262.2%
Stock-Based Comp

$17.8M

Previous: $14.2M+25.4%

Revenue & EPS history

Skillz · Revenue · Quarterly

$109M

Q4 2021+60.7%vs Q4 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 initiating its 2022 revenue guidance at $400 million. Our guidance is based on an estimated reduction in engagement marketing as a percentage of revenue of approximately 10 percentage points, when compared with engagement marketing as a percentage of revenue of 49% in 2021.

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 Q4 2021

Historical avgQ4 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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