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DKDKNG

What DraftKings promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

11 of 14 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Combined Sports revenue reporting (Sportsbook plus Sports Predictions)report Sports revenue beginning in the second quarter of 2026Mar 2026Jun 2026:Sports consumer volume, which includes Sportsbook handle plus Predictions consumer volume increased 15% year-over-year in the second quarter
Call transcript, Jun 2026 · no direct link
Achieved*
Full-year adjusted EBITDA$700 million to $900 millionDec 2025Jun 2026:today, we are maintaining our fiscal year 2026 guidance ranges
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open DraftKings’s full ledger

A free account opens 5 company ledgers a month. All 30 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 30 tracked commitments for DraftKings

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.