Growth PotentialAnalyst keeps a Buy rating, premised on a long-term bullish view on FanDuel growth outlook potential and Flutter successful capital allocation.
Market Share GainsSince its investor day, the company has gained sports betting (+174 bps QoQ) and iGaming market share (+164 bps QoQ) through November, providing confidence that estimates for 2025 are still attainable.
US Market MomentumFlutter highlighted 'strong US player momentum' and structural hold rate trends were very favorable.