Skillz | Investor Day Presentation Deck | 55 slides

Skillz · 2022-03
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

55
every slide · same image gating as the playbook
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Slide 1
The slide features a background collage of various game logos and a central Skillz logo.front_matter
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This slide serves as a visual portfolio or gallery of game titles.other
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front_matter
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front_matter
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transition
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The slide uses market cap data to frame the potential valuation of the company (Skillz) relative to established market leaders.size_opportunity
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
07
The slide uses a donut chart to show revenue split (Ads vs In-App) and highlights total market size and user engagement metrics.size_opportunity
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
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Uses a timeline-like structure to show the evolution of barriers to entry.frame_situation
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
09
Uses a before-after-bridge framework to contrast problems with solutions.propose_solution
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
10
The slide uses a heatmap-style grid to visualize competitive advantage.compare_peers
Open slide detailBeat · Problem (Identify pain)Loop · Logic Chain
11
The slide uses a hub-and-spoke layout with the company logo at the center, surrounded by 8 key metrics.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
12
The slide uses a dual-chart layout to demonstrate platform scalability metrics.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
13
Uses a winding path visual to represent progression over time.plan_implementation
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
14
The slide uses a visual comparison to highlight the cost advantage of the Skillz model.compare_peers
Open slide detailBeat · Agitate (Make it worse)Loop · Logic Chain
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propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
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present_solution
Open slide detailBeat · Solution (Provide relief)
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front_matter
Open slide detailBeat · Solution (Provide relief)
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present_solution
Open slide detailBeat · Solution (Provide relief)
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Uses a before-after-bridge framework to justify UI changes.present_solution
Open slide detailBeat · Solution (Provide relief)
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The slide uses a layered arrow diagram to represent a progression or stack of features.present_solution
Open slide detailBeat · Solution (Provide relief)
21
The slide uses a vertical funnel-like structure to represent the customer journey stages.present_solution
Open slide detailBeat · Solution (Provide relief)
22
The slide uses a stepped visual metaphor to represent technological progression over time.present_framework
Open slide detailBeat · Solution (Provide relief)
23
The slide uses a vertical bar to represent a maturity model of game integration, ranging from static to hyper-customized.present_framework
Open slide detailBeat · Solution (Provide relief)
24
The slide uses a bar chart to show growth in tournaments and circular callouts for performance metrics.analyze_data
Open slide detailBeat · Solution (Provide relief)
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summarize
Open slide detailBeat · Solution (Provide relief)
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transition
28
Background is a collage of various mobile game logos.introduce_nominees
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transition
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Slide 30 of a presentation deck.summarize
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present_solution
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present_solution
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The slide uses a split-layout to contrast internal brand redesign assets with external partner logos.present_solution
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The slide uses a three-column layout with callout boxes and icons to represent strategic pillars.present_solution
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summarize
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transition
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Uses a before-after-framing to show growth metrics.establish_context
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The diagram uses a custom flow structure to map inputs (pMAU, ARPPU, RAEM) to Revenue, and shows deductions (Take Rate, Incentives) from the Gross Marketplace Vpresent_framework
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The slide illustrates the flow of funds from entry fees to adjusted EBITDA.present_solution
40
The slide includes a disclaimer about the data source and reconciliation.analyze_data
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The chart displays cohort-based ROI performance over time, with a legend indicating quarterly cohorts from Q1 2017 to Q4 2021.analyze_data
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LTV calculated based on cumulative gross profit after engagement marketing. LTV shown on a per paying user basis. LTV performance is indexed to the first quarteanalyze_data
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UAC indexed to Q1'18.analyze_data
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The chart shows a non-linear relationship where UAC increases with spend, but plateaus in a specific 'sweet spot' range.present_solution
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analyze_data
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The slide compares two categories of initiatives: Limited Time Trophies and Limited Time Offers.analyze_data
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summarize
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summarize
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transition
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summarize
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summarize
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summarize
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The table includes both absolute dollar values and percentages of revenue for each line item.analyze_data
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The slide defines RAEM (Revenue After Engagement Marketing) as consolidated revenue less engagement marketing expenses.analyze_data
55
The slide serves as a brand introduction or title page for a presentation about the Skillz platform.front_matter