Skillz Inc Q3 2025 Earnings Recap

SKLZ Q3 2025 November 6, 2025

Skillz reported a solid Q3 2025, with GAAP revenue of $27 million reflecting a 9% quarter-over-quarter growth and a continued focus on profitability amidst operational improvements.

Earnings Per Share Beat

$-1.14 vs $-1.28 est.

+10.9% surprise

Revenue Beat

27374000 vs 26000000 est.

+5.3% surprise

Market Reaction

1-Day +1.1%

5-Day -0.63%

30-Day -16.09%

Key Takeaways

GAAP revenue grew 9% quarter-over-quarter and 11% year-over-year, bolstered by the stability of the competition platform and Aarki's momentum.
Adjusted EBITDA loss narrowed to $12 million, representing a 3% decrease quarter-over-quarter and a 15% improvement year-over-year.
Paying Monthly Active Users (MAU) increased by 6% quarter-over-quarter and 28% year-over-year, driven by improved payor conversion rates and monetization strategies.
The launch of the new title, Solitaire Skillz, via the Developer Accelerator Program marks a significant milestone, with potential for enhanced player engagement and developer collaboration.
Aarki's ad tech business saw revenue growth exceeding 100% year-over-year, indicating successful AI-driven product initiatives and expanding market reach.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit SKLZ on AllInvestView.