Feb. 8 at 1:21 PM
Watching
$DKNG earnings next week like it’s the next NFL upset 🫠 DraftKings has had real revenue growth — but sentiment is cratered and costs are wild — over
$1B+ in marketing alone last reported quarter with negative margins still lingering despite top‑line gains (revenues ~billion+ levels).
If this is helpful to you, tap @NasdaqKnight
Meanwhile
$HOOD isn’t just a broker — its prediction/event contracts biz is booming and fast‑growing, estimated to be a
$200M+ revenue stream and a core priority for management.
Kalshi and Polymarket are not niche anymore — big funding rounds, international expansion, and integration with mainstream platforms are real threats to the old sportsbook playbook.
If you’re going to “poison a generation,” at least have a defensible moat. DKNG is spending huge to chase users while competitors build new models w/ less overhead & fresh eyeballs.
Hate‑watching earnings? Same — but this week is going to be fun
