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.
42 matches for “Prediction”; 5 quoted, at least 25 words apart.
…our leading product offerings continuing to improve. Finally, we are launching DraftKings predictions in the coming months, which we view as a significant incremental opportunity.…
…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…
…are also numerous data points from around the globe that validate the predictions in sports is relatively small and largely incremental relative to traditional sports…
…expand our total addressable market. In the coming months, we expect DraftKings predictions to enter many new states with sport event contracts, unlocking a new…
…iGaming with reasonable regulation and taxation. To close out my thoughts on predictions, I would leave you all with 3 key takeaways. First, we will…
Where the listed words were said
…succeed here. Second, we will be thoughtful on how we launch DraftKings predictions and do so in a way that is respectful of other stakeholders.…
…NFL season to date and 1,000 bps for NBA season to date. iGaming has been similarly strong with third quarter net revenue growth accelerating to…
…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…
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