Dafinchi AI

DKNG

Consumer

DraftKings is actively exploring prediction markets as a way to enhance shareholder value, with ongoing evaluations of regulatory and stakeholder relationships.
Management emphasized the importance of owning their own technology stack for prediction markets, though detailed plans are still under consideration.
The company is monitoring federal regulation developments and is engaging with policymakers to shape future opportunities in prediction markets.
DraftKings sees prediction markets as a nascent but potentially significant growth area, with discussions at an early stage and no definitive launch plans yet.
Leadership highlighted the strategic importance of being a first mover in prediction markets, balancing timing with regulatory and technological considerations.

DKNG

Consumer

Adjusted EBITDA reached $301 million, doubling the prior record and representing a 20% margin.
Adjusted gross margin improved to 48%, up over 400 basis points year-over-year due to higher hold percentage and promotional efficiency.
DraftKings reported record revenue of $1.513 billion in Q2 2025, a 37% year-over-year increase.
iGaming net revenue increased 23% year-over-year, driven by growth in active customers and jackpots.
Sportsbook handle increased 6% to approximately $11.5 billion, with live betting handle up 16%.
Sportsbook net revenue grew 45% year-over-year with a record net revenue margin of 8.7%.

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