Photo shopped- No Way. It was done so well. I'm ticked. Go Pro creates lies!!!
Van here is a co you may like. They don't have any good games yet-- It's those stupid games people used to play in the subway... The Co is Skillz and you may remember the SPAC they merged with because we were following it at the time-- Flying Eagle Acquisition FEAC<------
The opportunity for Skillz is mind bogglingly massive. Skillz can grow the number of genres, increase distribution on other platforms, grow the number of developers, and increase monetization channels, all of which combined should accelerate growth for years to come.
Based on what I've played currently, Skillz only offers "1-sided" 1v1 games. What this means is each player gets to rack up a score at their own pace - the games don't have to take place at the same time. The reason I believe Skillz mainly operates these kinds of matches is because they don't really have the player count that big real-time matchmaking games like Clash Royale, League of Legends, or other similar games have.
This severely limits the types of games Skillz can offer, as many of the largest games today are real-time games - games that all players have to be online at the same time to experience. As Skillz increases in popularity, some of the games should become large enough to offer real-time matchmaking.
Management has stated in the IR email that they intend to expand into very popular genres like MMOs and Battle Royale. These games are far larger and far more engaging than the current games Skillz is offering. If Skillz executes well on this, the top mobile games of tomorrow may offer all players an option to play competitively with real money.
In addition, Skillz mentioned in the email that 10% of their users were on Android, which is impressive in itself as Android doesn't allow real money gaming, and considering Skillz only launched in Android in 2018. Therefore, Skillz has to distribute to Android players via direct downloads or via partnerships with unofficial app stores.
This still represents a long runway for growth, however, as Android has an estimated 80%+ market share of the mobile app store market. Management mentioned in the email that Android downloads are growing twice as fast as iOS, a very encouraging sign.