Firy (FIRY) AI Stock Analysis
Firy
(BMV:FIRY)
No summary available
Firy (FIRY) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 199.62M
- Dividend Yield
- ―
- Average Volume (3M)
- 156
- Price to Earnings (P/E)
- -2.5
- Beta (1Y)
- 0.19
- Revenue Growth
- 16.31%
- EPS Growth
- 18.07%
- Country
- Mexico
- Employees
- 370
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Electronic Gaming & Multimedia
Firy Business Overview & Revenue Model
Company Description
Firy Inc. operates a mobile game platform. The company's platform helps developers create franchises by enabling social competition in their games. It hosts casual eSports tournaments for mobile players.
Firy Earnings Call Summary
The call presents a mix of meaningful strategic and operational positives — notably strong RZR growth and profitability, a significant legal judgment in the company's favor, a solid cash position, and corporate restructuring that clarifies assets — alongside material near-term headwinds including large litigation expenses, higher G&A and R&D, a wider GAAP net loss, and operational weakness at Skillz. Management communicated clear pathways to improve Skillz, reduce litigation expense impact over time, and deploy capital prudently, but several financial and execution risks remain in the short term.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management guided that Q2 GAAP revenue was $31.0M (up 6% QoQ, 23% YoY) and reiterated that RZR—now >$10M of quarterly revenue—grew 6% QoQ and 75% YoY, processed >6M queries/sec across >10B devices, achieved four consecutive profitable quarters (168% net retention; grew from $11M to $27M last year) and is expected to nearly double revenue year‑over‑year with profitability building through H2 (CTV and iOS upside). At the corporate level they expect consolidated revenue to more than double from 2025 to 2028, modest positive operating cash flow in 2027 with acceleration in 2028, and declining litigation expenses (Q2 litigation costs neared $11M; Papaya judgment ≈ $730M, collectible only when realized). Balance‑sheet guidance: cash ≈ $164M, redeemed $80M of debt leaving ~$50M outstanding due Dec. 15 (to be paid/refinanced), federal NOLs ≈ $702M and state NOLs ≈ $280M, plus $15M remaining AviaGames proceeds (two $7.5M payments in spring ’27 and ’28). Skillz was guided to face slight Q3 headwinds but has a line‑of‑sight to sequential growth in Q4 (paying MAU down ~8%; Skillz revenue excluding $1.5M of one‑time items down ~3% QoQ).
Firy Risk Analysis
Firy disclosed 48 risk factors in its most recent earnings report. Firy reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksFiry Peers Comparison
Overall Rating
DDI85Outperform
GDEV63Neutral
PLTK49Neutral
MYPS45Neutral
SNAL44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| DDI | 85Outperform | $667.98M | 5.34 | 12.93% | ― | 13.89% | 18.17% |
| GDEV | 63Neutral | $178.95M | 2.36 | -88.88% | ― | ― | ― |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| PLTK | 49Neutral | $755.21M | -2.71 | 82.92% | 20.20% | 5.84% | -421.33% |
| MYPS | 45Neutral | $54.29M | -1.25 | -20.93% | ― | -13.26% | -46.94% |
| SNAL | 44Neutral | $21.05M | -1.89 | 66.84% | ― | -5.65% | 46.36% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:FIRY | Firy Inc. | 226.00 | 83.00 | 58.04% | |
| DDI | Doubledown Interactive Co., Ltd. | 13.48 | 4.75 | 54.41% | |
| GDEV | Nexters Inc. | 9.85 | -12.46 | -55.87% | |
| MYPS | Playstudios, Inc | 4.52 | -3.71 | -45.10% | |
| PLTK | Playtika Holding Corp. | 1.98 | -1.58 | -44.38% | |
| SNAL | Snail, Inc. Class A | 2.35 | -2.73 | -53.69% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.