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    Edward Alter • Not Provided

    Edward Alter is an analyst whose current position, coverage universe, performance record, and professional credentials could not be verified from publicly available sources. No LinkedIn profile for an Edward Alter in an analyst role at 'Not Provided' or relevant financial institutions was found during this search. Consequently, details such as exact job title, specific companies covered, investment performance metrics, career timeline, and securities licenses remain unconfirmed.

    Edward Alter's questions to Skillz Inc (SKLZ) leadership

    Edward Alter's questions to Skillz Inc (SKLZ) leadership • Q3 2024

    Question

    Edward Alter of Not Provided inquired about the dynamics behind the stable paying MAUs, the company's top capital deployment priorities, success metrics for scaling user acquisition spend, and any notable progress in the new game and publisher pipeline.

    Answer

    CEO Andrew Paradise and executive Gaetano Franceschi addressed the questions. Paradise attributed the stable paying MAU to a strategic slowdown in acquisition and a heightened focus on retaining and reactivating existing paying users. Franceschi outlined three capital deployment priorities: 1) platform investment, 2) developer tools, and 3) scaling user acquisition. Paradise elaborated on UA strategy, stating they cut spend to a 'life support level' to fix retention and are now cautiously scaling with a 6-month payback target, focusing on proven titles and new publishing deals. Regarding the new game pipeline, Paradise noted 'signs of green shoots' but declined to highlight specific titles at this time.

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