财务数据和关键指标变化 - 2023财年收入同比增长64% [9] - 2023财年调整后EBITDA同比改善近6亿美元,调整后EBITDA利润率达40% [9][16] - 2023财年调整后毛利率提升近200个基点,主要得益于体育博彩收益率提高和优化促销投放 [16] - 2023年第四季度收入超12亿美元,调整后EBITDA为1.51亿美元 [17] 各条业务线数据和关键指标变化 - 2023年第四季度客户获取、留存和参与度提升,带动收入和调整后EBITDA分别增加9300万美元和4200万美元 [17] - 2023年第四季度体育博彩结构性收益率为10.4%,超出预期,带动收入和调整后EBITDA分别增加5300万美元和3800万美元 [17] 各个市场数据和关键指标变化 - 公司在2023年第三季度实现在美国综合体育博彩和在线赌场总收益份额第一的地位 [10] 公司战略和发展方向及行业竞争 - 公司将继续专注于产品和客户体验作为关键差异化因素 [10] - 公司将继续利用规模优势投资关键领域,同时高度关注效率和优化 [10] - 公司将继续专注于业务的核心价值驱动因素 [10] - 公司将继续面临新的竞争,但过去一直能够在增长和效率提升之间保持平衡 [11] - 公司将继续保持敏捷的企业文化,培养新的领导力梯队,并利用自由现金流为股东创造价值 [12] - 公司收购Jackpocket将进军快速增长的美国数字彩票垂直市场,并优化公司整体的客户终身价值和获客成本 [12] 管理层对经营环境和未来前景的评论 - 2023年是公司出色的一年,2024年将更加出色 [13] - 公司有信心继续有效执行关键优先事项,保持强劲的业务动能 [13] - 公司对2024年的收入和调整后EBITDA指引进一步提升,预计将产生大量自由现金流 [19][21] - 公司对未来几年的可持续收入增长和调整后EBITDA利润率扩张充满信心,将探索优化资本结构的方式 [22] 问答环节重要的提问和回答 问题1 **David Katz 提问** 询问公司在产品创新、功能和客户体验方面的重点 [27] **Jason Robins 回答** 在玩法创新、提升客户参与度等方面仍有很大空间,公司有多项新产品和功能计划在2024年推出 [28][29] 问题2 **Shaun Kelley 提问** 询问第四季度促销活动情况 [36] **Jason Robins 回答** 尽管由于不利的体育赛果导致折扣成本较高,但调整后的促销投放仍同比下降200-300个基点 [37][38] 问题3 **Joe Greff 提问** 询问第四季度博彩收益率和2024年的预期 [44] **Jason Robins 回答** 第四季度博彩收益率约30%,公司预计未来将继续提升,但也要平衡其他提升客户终身价值的举措 [45][46]

Super Bowl LVIII was great for ratings, averaging a record 123.7 million viewers, according to Nielsen. It also appeared to be a notable one for major betting companies. FanDuel said it ended up fielding a handle of over $307 million from over 14 million Super Bowl bets. That, the company said, was a "new high."Over 2.5 million active users made those wagers, according to FanDuel. Meanwhile, fellow betting company DraftKings said on Thursday that it had over 2.4 million customers wagering on the big game pi ...

For many sports betting companies, the Super Bowl is, well, their Super Bowl.But daily fantasy sports contest and sports betting company DraftKings is more focused on winning the lottery, announcing Thursday (Feb. 15) that it has reached an agreement to acquire Jackpocket, a leading digital lottery app in the United States, for total consideration of approximately $750 million.On Friday’s (Feb. 16) fourth-quarter 2023 earnings call, DraftKings executives told investors that they anticipated “significant cus ...

DraftKings第四季度业绩 - DraftKings在第四季度表现稳健，尽管营收未达到分析师的共识，但调整后的利润率有所改善，超出预期，导致提高了业绩指引[1] - DraftKings在第四季度的业绩相对强劲，尽管与分析师的预期相比有所不足，但公司实现了近50%的年度营收增长，错过的幅度很小，被更宽松的利润率和热门指引所抵消[4] - DraftKings在第四季度表现强劲，公司报告净营收达到12.3亿美元，同比增长44%，错过的幅度很小，仅相差一分钱，不到100个基点，被用户增长、渗透率、利润率和指引所抵消[10] 分析师观点 - 分析师们维护着他们的看涨立场，支撑市场，预计很快会出现反弹[1] - 分析师们捍卫着他们的立场，让过热的市场回归现实[5] - MarketBeat.com追踪了两打分析师的报告和修订，将共识评级从“持有”提升至“中等买入”，并在2024年2月中旬将目标价提高了100%[7] 股价表现 - DraftKings股价下跌超过5%，可能对投资者不利[2] - DraftKings的股价下跌5%在股票市场中是相当大的，可能导致更深的调整或甚至价格行动的逆转[3] - DraftKings的市场表现良好，股价下跌5%与分析师的目标价预估相比表现良好，市场接近42美元，高于分析师的共识目标和关键支撑[6]

Draftkings财务表现 - Draftkings Inc (NASDAQ:DKNG)在2023年全年亏损较去年缩小，但第四季度的表现未达到分析师的预期[1] - 第四季度每股亏损为0.10美元，低于去年同期的0.53美元，但高于分析师预期的0.06美元[2] - 最终季度调整前税前盈利为1.51亿美元，而上一季度亏损为4,990万美元[4] Draftkings客户参与度 - Draftkings报告显示，2023年年底客户参与度良好，每月独立付款用户的收入增长了37%[3] Draftkings未来展望 - CEO Jason Robins表示，2024年将是Draftkings首次实现调整后盈利，公司将调高该数字的预期从约4亿美元提高到4.6亿美元[5] - Robins补充道，尽管第四季度是公司上市以来运动结果最糟糕的时期，但Draftkings在客户获取、保留和参与度以及结构性体育博彩保持率方面表现出色[6] Draftkings收购交易 - Draftkings同意通过7.5亿美元的交易收购彩票应用Jackpocket，导致股价在盘前交易中下跌3.3%，至43.01美元[7]

DraftKings (DKNG) came out with a quarterly loss of $0.10 per share versus the Zacks Consensus Estimate of $0.06. This compares to loss of $0.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -266.67%. A quarter ago, it was expected that this company would post a loss of $0.69 per share when it actually produced a loss of $0.61, delivering a surprise of 11.59%.Over the last four quarters, the company has surpassed consensus E ...

In this photo illustration the DraftKings logo seen displayed on a smartphone.DraftKings on Thursday posted quarterly results that missed Wall Street estimates on the top and bottom line, but it increased its revenue by 44%.Here's what DraftKings reported compared with what Wall Street was expecting, according to analyst estimates compiled by LSEG, formerly known as Refinitiv:Loss per share: 10 cents vs. expected profit of 8 centsRevenue: $1.23 billion vs. $1.24 billion expectedThe sports betting company sa ...

DraftKings Inc. shares dropped more than 2% in the extended session Thursday after the sports-betting platform surprised Wall Street with a quarterly loss and revenue that was merely in line with expectations. DraftKings DKNG lost $45 million, or 10 cents a share, in the fourth quarter, compared with a loss of $243 million, or 53 cents a share, in the year-ago quarter. Revenue... Master your money. Subscribe to MarketWatch. Get this article and all of MarketWatch. Access from any device. Anywher ...

BOSTON, Feb. 15, 2024 (GLOBE NEWSWIRE) -- DraftKings Inc. (NASDAQ:DKNG) ("DraftKings" or the "Company") today announced its fourth quarter and fiscal year 2023 financial results. The Company also posted a letter to shareholders and an earnings presentation on the Investor Relations section of its website at investors.draftkings.com. Fourth Quarter 2023 Highlights For the three months ended December 31, 2023, DraftKings reported revenue of $1,231 million, an increase of $376 million, or 44%, compared to $855 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission file number 001-41379 DRAFTKINGS INC. (Exact name of registrant as specified in its charter) Nevada 87-2764212 (State or other jurisdiction o ...