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.
18 matches for “World Cup”; 5 quoted, at least 25 words apart.
…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…
…75% year over year as interest in the NBA Finals and the World Cup surged. Notably, in the second quarter, we achieved our best enterprise-wide…
…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…
…7% year-over-year and parlay mix increasing more than 400 basis points. The World Cup also provided an excellent opportunity to engage customers with sportsbook handle…
…event, reflected by continued double-digit year-over-year handle growth in July after the World Cup ended. We did experience some customer-friendly outcomes in June after seven…
Where the listed words were said
…the World Cup group stage performance. We held nearly 12% for the World Cup in total, with positive outcomes in July, mostly offsetting the aforementioned…
…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…
…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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