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26 Apr, 5 tweets, 1 min read
DM mentioned $SKLZ CEO will be on CNBC at 3PM.
Watching now, can confirm he will be on "shortly."
$SKLZ CEO on.

Surprised the entire interview is about the short reports. Seems like Paradise is also pretty surprised how negative it was.

Talking too quickly but I'll look for a video after.
$SKLZ Based on winnings estimates and that interview, I am guessing towards a 7-10% revenue beat. He was pretty clear without saying anything specific.
$SKLZ CNBC Video:

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More from @plantmath1

Plant Profile picture
28 Apr
$TDOC Call - Primary360 going well and signed additional deals for later this year.

Very excited about Primary360.
$LVGO and $TDOC commercial integration fully completed from early this year.

Combined Teladoc and Livongo behavioral health products.

Can start Livongo through the $TDOC app.
Q: Competition?

We have competitive advantages across all types of care and levels of providers.

Customers are looking for one point of sale not multiple vendors stitched together.

Proven by larger deals and more multi-product deals than ever. Proof with large blue plans.
Read 27 tweets
Plant Profile picture
28 Apr
$SKLZ You heard it here first.

Congrats on the official launch @skillz.
$SKLZ also sent a message to developer accounts today. Image
$SKLZ Public PR did come soon.
Read 5 tweets
Plant Profile picture
3 Apr
$SKLZ Updated Investor Presentation Posted
s26.q4cdn.com/331039098/file…

In this thread, I will quickly discuss updates between the SPAC presentation and this one.

For the following images: New presentation on the left, old presentation from the SPAC on the right.

1/
2/
Minutes per day from 62 to 60 mins - estimated by 4 minutes per tournament. I.e. Average games per day went from 15.5 to 15.

Makes sense as they have doubled the # of paying users in 2020 but not going to try and dissect 0.5 games per day as these are all rounded anyway.
3/
Updated with revenue beat $225M -> $230M as well as updated growth rate.

LTV/CAC reduced from 4.7x to 3.8x as they have unloaded on S&M. This is the most logical short-term bearish argument in my opinion. Watching closely.
Read 14 tweets
Plant Profile picture
11 Mar
$SKLZ Investor Presentation! Lots of interesting data & charts!

Its fun to watch a new public company find their bearings around earnings. This should have been posted earlier.

I promise last $SKLZ post tonight.

Read for yourself here:
s26.q4cdn.com/331039098/file…
$SKLZ Some metrics already posted & discussed.
$SKLZ The GMV chart is interesting. A Q2 bump from lock-down followed by a continuation of their previous growth curve.
Read 7 tweets
Plant Profile picture
10 Mar
$SKLZ Earnings call -

First introduced new board members which I spoke about.

First few statements about defending patents and stopping cheating as the core.

Focused on converting users to paid users.
$SKLZ CEO - We have been continually investing in synchronous gaming categories from RTS, FPS, racing genres. Synchronous content will expand our universe even more.
$SKLZ We have made significant investment in architecture for reliability and fast natured content.

$SKLZ In Q4 grew headcount by 64% (WOW). New investments in payments and software.
Read 19 tweets
Plant Profile picture
10 Mar
$SKLZ Earnings:
$SKLZ Q4 Revenue increased 95% YoY and 13.3% Sequentially from Q3. FY20 Revenue above winter SPAC estimates by ~$5M. (fixed tweet location)
Struggling to find anything to write about LOL. Not as complicated as $FSLY. The numbers are all there. $SKLZ
Read 5 tweets

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