DraftKings Investor Day Presentation Deck
Based on conservative end of TAM ranges, DraftKings is on track to achieve $6.7B to
$9.5B North American OSB and iGaming gross revenue at maturity
DraftKings Online Sports Betting
$26B
Implied Total
U.S. TAM(1)
$48B
Implied Total
U.S. TAM(3)
$6B
Implied Total
Canadian TAM(5)
65%
of U.S. Population
with Legalized OSB(2)
30%
of U.S. Population
with Legalized iGaming(4)
64%
of Canada Population with
Legalized OSB and iGaming
*
Source: NJ Department of Gaming Enforcement; U.S. Census Bureau; U.S. Bureau of Economic Analysis
(1) Based on GDP method extrapolation on page 6.
20-30%
DraftKings'
OSB Share
DraftKings iGaming
20-25%
DraftKings'
iGaming Share(5)
DraftKings Canada
10-20%
DraftKings'
Canada Share
DKNG Q4 GGR shares of 25% and 19%(6) for OSB and iGaming, respectively
$3.4-5.1B
in Gross OSB Revenue
$2.9-3.6B
in Gross iGaming Revenue
$400-800mm
in Gross OSB and iGaming Revenue
DraftKings' OSB and iGaming
Gross Revenue
$6.7-9.5B
(2) OSB is legalized in states representing 44% of the U.S. population today.
(3) Based on GDP method extrapolation on page 8.
(4) iGaming is legalized in states representing 13% of the U.S. population today.
(5) Based on GDP method extrapolation on page 11.
(6) iGaming share calculation includes poker revenue. iGaming share does not include contribution from Golden Nugget Online Gaming, Inc. ("GNOG") as any contribution would be dependent on the close of our previously announced acquisition. GNOG's Q4 iGaming share was 4% of GGR.
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