DraftKings has set out a broader long-term growth plan through to 2030. At the centre is the DraftKings Super App, bringing its main products into one platform.
DraftKings sees a USD 55bn to USD 80bn (ca. EUR 47 bn to EUR 68bn) gross revenue opportunity in the US, which reflects further state legalisation of online sportsbook and casino, plus growth in current markets. It also factors in DraftKings Predictions, offering federally regulated event contracts. Management expects this product to expand reach into states without regulated online betting.
The DraftKings Super App, branded “DraftKings Sports & Casino”, will combine sportsbook, Predictions, casino and lottery in one platform. Users will access all products through a single account and wallet, tailored to local rules. Phase one is planned around March Madness, with more updates later this year.
The new structure is designed to improve cross-sell and retention across verticals. By placing products in one ecosystem, DraftKings expects to lift lifetime value and improve marketing efficiency. The DraftKings Super App will build on its existing sportsbook infrastructure across the US.
Artificial intelligence will play a bigger role across the platform to support efficiency and operating leverage. DraftKings said automation and data tools will help trading, marketing and product teams. The company is targeting at least a 30% adjusted EBITDA margin over the long term.
DraftKings operates mobile and retail sportsbook in 29 US states, Washington DC, Puerto Rico and Ontario. Its iGaming brand is live in five US states and Ontario, plus four states under Golden Nugget Online Gaming. It also owns Jackpocket and runs DraftKings Predictions under CFTC oversight, forming the base of the DraftKings Super App strategy.
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