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.
6 matches for “Engagement”; 5 quoted, at least 25 words apart.
…customer-friendly sport outcomes and our higher-than-expected customer acquisition. Strong retention and engagement of our newly acquired customers, along with sportsbook-friendly World Cup…
…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 grew nearly…
…of predictions consumer volume. As a result of strong acquisition, retention, and engagement, we are seeing rapid volume growth. From April to July, our annualized…
…that we believe will create the most long-term value. Strong retention and engagement of our newly acquired customers have further strengthened our confidence in the…
…Our confidence is supported by what we're seeing across customer acquisition, retention, engagement, and operating efficiency. While we remain prepared to invest where returns justify…
Where the listed words were said
…growth accelerated 9% year over year and more than 6% when excluding World Cup-only customers. Sports consumer volume, which includes sportsbook handle plus predictions consumer…
…LTVs. The second thing you're seeing is that we are improving our retention, improving our monetization because we are actually developing product at a faster…
…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…
…across multiple soccer leagues. This step was bolstered by the launch of Combos, which have quickly become one of the most popular ways for customers…
…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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