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.
54 matches for “Prediction”; 5 quoted, at least 25 words apart.
…grow and is generating significant free cash flow, and our newly launched predictions offering is growing faster than we anticipated. We are executing on the…
…adjusted EBITDA in 2026. Our confidence in our ability to win in predictions has only grown. After including our expected investment in predictions, we are…
…excluding World Cup-only customers. Sports consumer volume, which includes sportsbook handle plus predictions consumer volume, increased 15% year over year in the second quarter. It…
…and expect to have the best offering across our main verticals, including predictions, this NFL season. We are on offense. The core business is firing.…
…Our data is also confirming that there is no discernible impact from prediction markets on our sportsbook revenue. We continue to see only about 1%…
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…
…invest to acquire sportsbook customers. Early data on volume per customer and month-over-month retention is similar to a sportsbook customer, which is what we expected.
…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…
…this momentum continues. NFL kickoff is next. We continue to enhance the Super App ahead of football season, which will deliver a sports experience that…
…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…
…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,…
Agents: this page as TSV at /api/v1/appearances/draftkings:2026-08-07:earnings_call · words: /api/v1/brief?appearance=draftkings:2026-08-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP