DraftKings (DKNG) Investor Day 2026 summary

Strategic vision and market opportunity

• Entering a new phase of growth with a unified Super App integrating Sportsbook, Predictions, Casino, and Lottery for seamless, personalized experiences nationwide.

• Total addressable market projected to grow from $34 billion in 2025 to $55–$80 billion by 2030, driven by expansion in Predictions and other verticals.

• Predictions product expected to represent a $10 billion annual gross revenue opportunity, with vertical integration and proprietary technology driving superior economics.

• Sustainable advantages in product, technology, trust, and marketing drive market share and customer lifetime value.

• Founder-led leadership team with a proven track record of product expansion and innovation.

Product, technology, and operational excellence

• Proprietary technology stack and AI drive rapid innovation, deep analytics, and operational efficiency across all products.

• AI and machine learning improvements have delivered a $45 million annualized gross revenue uplift and are fully integrated across engineering, customer service, fraud detection, and marketing.

• Industry-leading Sportsbook and Casino products, ranked #1 for user experience and features, with in-house content and embedded casino increasing cross-sell.

• 95% of sports content now originated in-house, up from 72% in 2022, with significant gains in live betting availability and payout speed.

• Social features and fully translated Spanish-language product broaden reach and engagement.

Customer experience, trust, and responsible gaming

• Top-ranked in customer satisfaction and responsible gaming, with a 50% reduction in customer service ticket rate over three years.

• Responsible Gaming Center and Responsible Trading Center provide tools, education, and support for safe play, with industry-leading initiatives and the first Chief Responsible Gaming Officer.

• Personalization, loyalty programs, and high-value player relationships foster durable trust and engagement.

• Chargeback rates reduced to 15 bps, well below industry average, and deposit success rates outperform industry benchmarks.

• Responsible gaming standards extended to all products, including federally regulated events, ensuring consistent customer protection.