DKNGDraftKings Inc.NeutralDraftKings Inc.

9/10/2026 on

Tiny sample, but @DraftKings' DKeX with ~16% share of football-labeled Contract Volume on 9/9 (NFL kickoff), per @EilersKrejcik tracking. @Novig with an impressive ~13%. Data here excludes combo-labeled CV, of which @Kalshi had ~89% share and @Polymarket ~6% on 9/9. The CV view within individual sports and leagues—and within combo—is revealing a U.S. sports prediction markets ... market that is fast becoming more competitive.

DKNGDraftKings Inc.NeutralDraftKings Inc.

8/6/2026 on

Putting to one side the annualizing of contact volume as a KPI (sigh—we are at that point in the cycle), @DraftKings Jul-26 implied at ~916M, which was around 1.8% of total U.S. contract volume / 2.1% of U.S. sports contract volume, per @EilersKrejcik tracking. https://t.co/OAyodruqmf

DKNGDraftKings Inc.BullishDraftKings Inc.

10/22/2025 on

$DKNG not just partnering with Poly for quality of its plumbing but also for its stock-narrative value, imo. Another way of pushing toward fintech adjacency and, potentially, a higher multiple. https://t.co/hjzoB7kuny

NeutralDKNGDraftKings Inc.DraftKings Inc.FLUTFlutter EntertainmentFlutter Entertainment

11/6/2024 on

Three quick thoughts on Missouri's #sportsbetting ballot measure, which is set to usher in retail and online wagering by Dec. 1, 2025: 1. ATTRACTIVE TAM. We project a Year 5 OSB market of $548mm in GGR, implying GGR-per-adult of ~$121, which we regard as conservative. We see TAM as large enough, and fees / taxes as reasonable enough, to attract large and mid-sized operators, as well as smaller operators. Toward that end, there will be 21 online licenses. 2. ATTRACTIVE FEES AND TAXES. License fees are low ($500k initial fee, 5-year term). Moreover, using some reasonable assumptions regarding tax-deductible items (e.g., promotional credits, uncollectible receivables, federal excise taxes), we get to an effective OSB GGR tax rate of ~5.8% across Years 1-5. That's well—more like far—below the national average (~21%). 3. WINNERS. $FLUT and $DKNG are likely, in our view, to get the state's two untethered online licenses. Assuming that's the case, the very low effective GGR tax, together with the absence of market access cost (i.e., no NGR sharing with casino or sports team partners), could make Missouri one of the highest-margin OSB-only markets for both operators.

NeutralDKNGDraftKings Inc.DraftKings Inc.AAPLAppleApple

2/21/2024 on

After lightly interacting with the new Apple Sports app and its odds integration, I'm not seeing how it is at all valuable to @DraftKings. No DK branding / signposting, nothing happens (e.g., redirect to DK app in app store) when you tap odds, etc. Am I missing something?