DraftKings Investor Day Presentation Deck
DKNG has had early success with its NFT marketplace and has a clear right to play in the
space based on customer overlap; early innings of industry show massive TAM potential
DraftKings Marketplace Overview
115k
Unique Marketplace
Customers in 5 Months(1)
All drops (110)
Sold out in 2021
LTM NFT Secondary Sales and Monthly Unique Buyers (4)
($ in millions)
Monthly Unique
Buyers(5)
23k
$86
50k
$449
103k
$835
163k
$1,089
Mar-21
Apr-21
~20% Cross Sell
Of Customers Acquired on
Marketplace to DFS, OSB, iGaming
226k
$1,377
Launching
Gamified NFT Collaboration
with NFLPA
May-21
282k
$1,700
Jun-21
369k
$2,829
Jul-21
490k
$7,320
Aug-21
610k
$10,536
Jan-21
Feb-21
Source: Internal DraftKings data and Cryptoslam.io
(1) DraftKings Marketplace launched in August 2021.
(2) Internal DraftKings CRM Database Analysis (online survey fielded June 21 to July 6, 2021, prior to DraftKings Marketplace launch), Current DraftKings Players Active in past 6 months, n=788. Q: Please indicate whether or not each of these describes you: I have bought cryptocurrency.
(3) Internal Twitter Lifestyle Analysis, June 2021.
(4) Calculated from transactions on all marketplaces tracked by CryptoSlam and only includes owner-to-owner sales (not initial sales from the product directly to the owners).
(5) Calculated as the average monthly unique buyers tracked by CrytptoSlam over the LTM period.
40%+
DKNG Customers Bought Crypto or
NFTs in Last Twelve Months(²)
Sep-21
6.6x more likely
@DraftKings Followers to Tweet About
NFTS Versus Average U.S. Twitter User(³)
762k
$13,386
Oct-21
932k
$16,097
Nov-21
1081k
$18,605
Dec-21
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