DraftKings (DKNG): FY26 Q2 earnings call, Aug 7, 2026
On its Aug 7, 2026 earnings call (FY26 Q2), DraftKings said 11 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
17 words · 11 settled yes · our count agreed on 17 of 17- 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 |
|---|---|---|---|---|---|---|
| World Cup | Yes | 18 | 18 | ✓ | 68%transcripts from the transcript model | – |
| Retention / Retain | Yes | 8 | 9 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Competitor / Competition | Yes | 7 | 8 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Combo | Yes | 6 | 6 | ✓ | 50%transcripts from the transcript model | – |
| Super App | Yes | 4 | 4 | ✓ | 50%transcripts from the transcript model | – |
| Feature | Yes | 2 | 2 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – |
| Spanish | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | – |
| NBC / NBCUniversal | Yes | 1 | 1 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| ESPN | Yes | 1 | 2 | ✓ | 49%transcripts from the transcript model | – |
| Horse | Yes | 1 | 2 | ✓ | 18%transcripts from the transcript model | – |
| Moonshot | Yes | 1 | 1 | ✓ | 18%transcripts from the transcript model | – |
| Regulation | No | 0 | 0 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – |
| Expansion | No | 0 | 0 | ✓ | 58%n=2+tx from settlement history blended with transcripts | – |
| Railbird | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Alberta | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Kalshi | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
| Spain | No | 0 | 0 | ✓ | 18%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 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.
7 matches for “Competitor”; 5 quoted, at least 25 words apart.
…core differentiator that will provide a meaningful lifetime value advantage versus our competitors. As always, we are focused on the economics. As we continue to…
…running today, which gives us a structural lifetime value advantage over our competitors. While the revenue per customer may be lower than that of our…
…the stat that most of the volume coming through some of your competitors appears to be professionals or syndicate-type things. Why do you think you're…
…you thought it was roughly equivalent, you can look at other launches from other competitors, and it really just doesn't ever make a big dent.
…seen fluctuations, honestly much more significant increases in spend from certain other competitors than what we're seeing now. This is kind of a blip on…
Where the listed words were said
…Strong retention and engagement of our newly acquired customers, along with sportsbook-friendly World Cup outcomes in July, have been a positive tailwind so far in…
…of $700 million-$900 million. Let me start with company-wide metrics. Customer acquisition, retention, and engagement all exceeded our expectations in the second quarter. Customer acquisition…
…we can just capture LTV from those exchange fees ourselves, and that gives us a unit economics advantage and an LTV advantage over the competition.
More than half of our predictions customers have engaged with Combos. Combos are already approaching 20% of predictions consumer volume. As a result of strong…
…offering is growing faster than we anticipated. We are executing on the super app strategy that we laid out in our Investor Day in March,…
…coming up in the next few weeks with a number of new features and content planned to launch. More recently, maybe I'll talk about some…
…America-based. We expect them to generate gross profit for years to come. Spanish language availability within our app also proved popular and helped us reach…
…remember, we already have a huge national marketing footprint, partners like ESPN, NBC, Amazon, several sports leagues, and others. We already have a lot of…
…gone beyond, as you noted, DFS into other verticals like lottery and horse. We right now have, I think, the strongest footprint of anyone in…
…other products, we've had really great progress too. We launched something called Moonshot, which is an OSB product that we're really excited about. On iGaming,…
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