Firy Inc. (FIRY)
Information Technology · Competitive mobile gaming and performance marketing platform · NYSE
Skillz is a competitive mobile gaming platform paired with an AI-powered performance marketing engine (RZR) that monetizes skill-based games while crusading against bot-driven fraud in the industry.
What Firy Inc. does
Skillz Inc. operates a proprietary multiplayer competitive mobile gaming platform that enables game developers to monetize their titles and players to compete against real opponents in skill-based games. Through its RZR (formerly Aarki) performance marketing platform, the company delivers AI-powered advertising solutions using machine learning and behavioral models to drive user acquisition and monetization for mobile games. The company's ecosystem combines content, audience, and performance capabilities designed to generate revenue from both developers and advertisers while emphasizing fair play and real human competition rather than bot-driven matches.
Themes: ["Competitive mobile gaming platform","Skill-based games / esports","Performance marketing and user acquisition","AI-powered advertising technology","Mobile game monetization","Privacy-first digital advertising","Connected TV advertising"]
Fundamentals
- Price$8.54 as of 2026-07-10 close
- Market cap$133M as of 2026-07-13
- 1-year return+0.6% as of 2026-07-10 close
- Net margin-56.4% as of 2026-07-13
- Gross margin+86.1% as of 2026-07-13
- ROE-53.3% as of 2026-07-13
- Debt / equity1.25 as of 2026-07-13
- Revenue growth (YoY)+22.9% as of 2026-07-13
- Revenue CAGR (3y)-27.1% SEC XBRL
- Beta4.07 as of 2026-07-13
Key risks (from latest filing)
["Unprofitable operations with -56% net margin and significant ongoing losses, raising questions about path to profitability and cash burn sustainability","Dependence on fair-play positioning and ongoing litigation against competitors (AviaGames, Papaya Gaming, Voodoo) alleging bot use, with regulatory/legal outcomes uncertain and could distract management and operations","High customer acquisition costs and competitive pressures in mobile gaming and advertising sectors, with developer and player retention challenges acknowledged in recent filings"]
Competitors & peers
- AviaGames (subject of Skillz patent litigation and settlement)
- Papaya Gaming (subject of Skillz litigation for alleged bot use)
- Voodoo (subject of Skillz litigation for alleged bot use)
- AppLovin (mobile gaming and advertising platform)
- Scopely (mobile games developer and platform)
- Miniclip (mobile games publisher)
Fundamentals: Finnhub, as of 2026-07-13. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.