Customer AcquisitionCustomer acquisition continues to outperform expectations, with record-breaking acquisition and retention rates above 100%, highlighting the effectiveness of the cross-sell strategy.
EarningsShares are seen as a buy-the-dip opportunity, trading at 11.5x 2026E EBITDA, or an 8% FCF yield.
Market PositionDraftKings holds the top market share spot for in-play betting in the U.S., with plans to increase in-play betting volume to 60% of its total betting volume.