DraftKings (DKNG): FY25 Q4 earnings call, Feb 13, 2026
On its Feb 13, 2026 earnings call (FY25 Q4), DraftKings said 10 of the 13 words Kalshi 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
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 | 37 | 56 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Marketing | Yes | 17 | 18 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Retention / Retain | Yes | 5 | 5 | ✓ | 70%transcripts from the transcript model | – |
| iGaming | Yes | 4 | 4 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Engagement | Yes | 3 | 3 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Super Bowl | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | – |
| Competitor / Competition | Yes | 1 | 1 | ✓ | 67%transcripts from the transcript model | – |
| Expansion | Yes | 1 | 1 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Regulation | Yes | 1 | 1 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| NBC / NBCUniversal | Yes | 1 | 2 | ✓ | 46%transcripts from the transcript model | – |
| Feature | No | 0 | 0 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – |
| Olympic / Olympics | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – |
| Canada | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
56 matches for “Prediction”; 5 quoted, at least 25 words apart.
…Virtual Investor Day on March 2. Now we take our next step. Predictions is rapidly developing into a massive incremental opportunity, and we are moving…
…of customers. This year, we anticipate significant step function improvements to our predictions offering, including the integration of Railbird and launch of our market-making division.…
…have the playbook to execute and win. Before I go deeper on Predictions, I want to highlight the strength of our core business. In fiscal…
…directly address the most common question we are getting. Could a growing Predictions category overlap with Sportsbook over time? To date, we are not seeing…
…our parlay handle mix continued to surge. Internal and third-party data suggest Predictions impacted our January handle only very slightly and primarily impacted low-margin customers.…
Where the listed words were said
…a new growth lane opens, we move fast and execute at scale. Predictions is the most exciting new growth opportunity we have seen since PASPA…
…in a strong position. Our sustainable advantages in product, technology, trust and marketing continue to drive higher LTV and efficient customer acquisition. AI and machine…
…still have a lot of upside in terms of monetizing customers. Our retention numbers look great. And so as we drive that parlay mix up…
…as returns dictate. We have run this playbook before. In Fantasy, Sportsbook, iGaming and Lottery, we've built leadership positions by steadily bringing critical technology in-house.…
…intend to lead the Predictions category. As such, we support the CFTC's engagement on event contracts and the advancement of a more defined and durable…
…environment across both predictions and our traditional online sports betting and iGaming competitors. We have not seen a surge in promotional activity in a few…
…reward operators with strong compliance and responsible engagement infrastructure and support the expansion of sports-related Predictions over time. We bring sports, trading and technology…
…defend in the courts and they're going to issue real guidelines and regulations. So anything that creates a stable regulatory environment that allows us to…
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