DraftKings (DKNG): FY25 Q3 earnings call, Nov 7, 2025
On its Nov 7, 2025 earnings call (FY25 Q3), DraftKings said 10 of the 13 words Kalshi and Polymarket listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 10 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Prediction | Yes | 25 | 42 | ✓ | 44%transcripts from the transcript model | – |
| iGaming | Yes | 7 | 8 | ✓ | 92%transcripts from the transcript model | – |
| Marketing | Yes | 6 | 7 | ✓ | 80%transcripts from the transcript model | – |
| Retention | Yes | 3 | 3 | ✓ | 62%transcripts from the transcript model | – |
| Engagement | Yes | 2 | 3 | ✓ | 73%transcripts from the transcript model | – |
| Missouri | Yes | 1 | 1 | ✓ | 73%transcripts from the transcript model | – |
| Feature | Yes | 1 | 1 | ✓ | 58%transcripts from the transcript model | – |
| Expansion | Yes | 1 | 1 | ✓ | 55%transcripts from the transcript model | – |
| Regulation | Yes | 1 | 1 | ✓ | 31%transcripts from the transcript model | – |
| NBC | Yes | 0 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Competitor | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
| Canada | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| CFTC | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “ESPN”; 5 quoted, at least 25 words apart.
…accelerating. We are also increasingly advantaged through new exclusive marketing agreements with ESPN and NBCUniversal as well as our leading product offerings continuing to improve.…
…even more excited about the future. Our new exclusive marketing agreements with ESPN and NBCUniversal will provide us deeper brand affinity and broader reach, including…
On the ESPN deal, there's a long history between your companies. I'm just wondering if you can discuss how this deal came together and why…
…this. I mean, as you noted, we've had a long relationship with ESPN back a decade plus ago in fantasy sports through the early days…
…we just have an unbelievable presence across sports media. I think with ESPN, though, as you said, they have an app. They have a fantasy…
Where the listed words were said
…these variances. I'd also like to touch on the recent rise of predictions. We have experienced numerous waves of competition in recent years, mostly from…
…for a growing audience ahead of the World Cup in 2026. In iGaming, we're developing innovative slot and jackpot content and recently brought in a…
…out execute across all the key things that matter, product, customer experience, marketing, all those things are things that we have an extraordinary amount of…
…improve. We are achieving this expansion while also maintaining very high customer retention rates. In fact, retention of NFL week 1 customers is up over…
…having any new state launches. In Sportsbook, we continue to drive strong engagement. Sportsbook handle increased 10% year-over-year to $11.4 billion. As we see strong…
…things like promotion and marketing. I do think in the newer states, Missouri being obviously one that's launching at the end of this year, we'll…
…a combination of everything. I mean, our product has never been better, features like stacks and other sorts of things that help you more easily…
…motivate more states to legalize online sports betting and iGaming with reasonable regulation and taxation. To close out my thoughts on predictions, I would leave…
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