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10-QHIGH RiskDETERIORATING

Firy Inc.

www.skillz.com
Filed: Aug 19, 2026 CIK: 0001801661Gaming
View original filing on SEC.gov

AI Executive Summary

AI-powered analysis of 10-Q filing content

Firy Inc. (parent of Skillz and RZR) continues to post significant net losses and cash burn despite revenue growth, with cash declining ~$30.5M in six months to $164.0M while $128.6M of debt is classified as current. Disclosure controls remain not effective due to unremediated material weaknesses spanning risk assessment, ITGCs, and internal control over financial reporting. Stockholders' equity fell from $111.8M to $84.5M in just two quarters, and the accumulated deficit now exceeds $1.13 billion, raising ongoing concerns about capital adequacy and financial reporting reliability.

Red Flags Detected (8)

Disclosure controls and procedures deemed NOT effective as of June 30, 2026 due to material weaknesses

Current portion of long-term debt ($128.6M) is nearly equal to total cash ($164.0M), creating significant near-term liquidity pressure

Total stockholders' equity declined 24% in six months (from $111.8M to $84.5M)

5 more red flags detected

Key Takeaways

Revenue grew 23% YoY for the six-month period ($60.1M vs $47.1M) and 23% for Q2, showing some top-line momentum

Despite revenue growth, net loss widened slightly YoY for the quarter ($24.5M vs $17.9M) due to higher G&A and interest costs

2 more takeaways

Filing Overview

Form TypeQuarterly Report (10-Q)
Filing DateAug 19, 2026
Risk LevelHIGH
TrendDETERIORATING
AI Confidence82%
Red Flags8

What This Means

High Risk Filing: This company is showing signs of financial stress or significant operational challenges.

Deteriorating Trend: Conditions are worsening compared to previous filings. This may create opportunities for service providers.

Quarterly Report: Interim filing with unaudited financial data for the quarter.

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