Great article about Skllz earn_老虎社区_美港股上老虎

Styan21

2021-07-04

Great article about Skllz earning Q12021.

Importants points:

1. Large Total addressable market.

-Expanding Android market 2x faster than Apple users.

-Expanding india market by end of the year.

2. Cash burning.

-EBITA loss is higher than last year due to very high marketing expense but MAU is almost static.

-However compensated by increase in PMAU and ARPPU. Hopefully the next quarter should see higher raise of GMV or ARPPU.

3. Ev/ revenue of 16 is still considered cheap.

4. Debt is zero. Cash flow is positive.

5. revenue & gross margin growth is very high.

-Projected total revenue by end of 2021 is 375 million. Will it achievable? Probably yes.

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