Supersolid
-84%
est. 2Y upside i
Rank
#3162
Sector
Mobile Gaming
Est. Liquidity
~3Y
Data Quality
Data: LowSupersolid operates in a highly competitive mobile gaming market with a thin competitive moat and high incumbent threat.
Last updated: March 10, 2026
A new game title achieves viral success or an existing title significantly increases monetization through innovative features or strategic partnerships. This drives revenue to $30M-$40M, attracting a strategic acquisition by a larger gaming publisher at an $80M valuation.
Supersolid maintains its niche with existing popular titles and modest growth, but faces ongoing pressure from larger competitors. Revenue grows to ~$15M, leading to an acquisition at a $30M valuation, providing a moderate return for common shareholders.
Incumbents like Zynga and Scopely intensify competition, leading to declining user engagement and revenue. The company struggles to launch new successful titles, resulting in a down round or acquisition at a significantly reduced valuation of $4M, wiping out most common stock value given the $5M liquidation preference.
Preference Stack Risk
highInvestors hold $5M in liquidation preferences. In an exit at $20M, common shareholders would receive $15M, but if the exit is below $5M, common shareholders get nothing.
Dilution Risk
moderateWhile the company has grown organically for some time, significant future growth or competitive pressures might necessitate further funding rounds, leading to additional dilution for existing equity holders.
Secondary Liquidity
noneThere is no indication of an active secondary market or tender offers for Supersolid's shares.
Questions to Ask at the Interview
Strategic questions based on Supersolid's data — designed to show you've done your homework.
- 1
“Given the intense competition from large incumbents like Zynga and Scopely, what is Supersolid's core strategy to differentiate its games and retain players, especially considering the low switching costs in mobile gaming?”
- 2
“With a revenue of ~$10M and a TAM of $244.8B, what are the specific growth initiatives planned for the next 2-3 years, beyond existing titles, to significantly increase market share?”
- 3
“Considering the Series A funding in 2017 and the current market conditions, what is the company's anticipated timeline and strategy for a liquidity event for employees, and how does the preference stack impact common stock value?”
Community
Valuation Sentiment
Our model estimates -84% upside. What do you think?
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.