DraftKings Investor Day Presentation Deck
Early cohorts have paid back 70% on a gross profit basis in one year
Gross Profit Payback - One and Two Year Cohorts (N=10) (1)
External Marketing
Cumulative Net Revenue
Cumulative Gross Profit (2)
Acq. Quarter
Q1
Q2
Note: Bars are not drawn to scale. Q1 indicates first full quarter following a cohort's acquisition quarter and does not necessarily align to the first quarter of a calendar year.
(1) Includes OSB and iGaming net revenue for the ten cohorts with four or more consecutive quarters of OSB and/or iGaming data. For a list of these cohorts, refer to page 43 in the Appendix.
(2) Applies only 35% gross margin in Year 1 (i.e. Q1 to Q4). Does not account for gross margin uplift upon vertical integration and other initiatives.
Q3
70%
Paid Back
Q4
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