DraftKings | Investor Day Presentation Deck | 45 slides

DraftKings · 2021-03
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 45 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 45 slides 100% 45/45 slides 100% 45/45 slides · 177 hits
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33.3% 15/45 slides 37.8% 17/45 slides
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Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
front_matter
05
summarize
06
transition
07
Uses two distinct methodologies (Population vs GDP) applied to three different geographic benchmarks.size_opportunity
08
OSB stands for Online Sports Betting.compare_peers
09
Uses NJ as a proxy for national market penetration.size_opportunity
10
The table uses a green highlight to indicate states where DraftKings is currently live.compare_peers
11
The slide uses a comparative methodology approach to validate market size estimates.size_opportunity
12
Uses a multiplicative logic (Market Size * Population % * Market Share = Revenue) for three distinct business segments.quantify_opportunity
13
transition
14
The chart excludes 21 operators that are only live in one state.compare_peers
15
summarize
16
summarize
17
transition
18
Data sourced from Q4 2020 Quarterly Brand Tracker.compare_peers
19
The slide uses a logo-grid layout to demonstrate brand authority and market reach.establish_context
20
The slide uses a tree-like structure to show the flow from data accumulation to channel execution.present_framework
21
The slide serves as a visual collage of brand activations and sports betting integrations.illustrate_case
22
transition
23
The slide uses a three-column layout to showcase product differentiation and market success.present_solution
24
The framework is a custom '4 Cs' model specific to DraftKings.present_framework
25
The slide uses a hub-and-spoke diagram to show cross-product data integration and marketing conversion.present_framework
26
The slide uses screenshots of three specific games (Slider Blackjack, March Mania Roulette, Baccarat) to illustrate the product offering.summarize
27
The slide uses a hub-and-spoke diagram to represent the core DraftKings Sportsbook product surrounded by its key strategic pillars.plan_implementation
28
transition
29
The slide uses a vertical layout to group factors into LTV (A, B, C) and CAC (D, E) categories.summarize
30
The slide uses a stacked bar chart to show customer mix and a dashed line to show the trend of the promo rate.analyze_data
31
The slide uses a waterfall chart to explain the unit economics of OSB and iGaming operations.analyze_data
32
The slide uses a bar chart to visualize retention metrics and provides detailed methodology in the bullet points and footnotes.analyze_data
33
The slide uses state silhouettes as categorical labels for the bar chart.analyze_data
34
The chart is illustrative, not based on specific data points.quantify_opportunity
35
The chart illustrates cohort payback dynamics, specifically highlighting the 70% gross profit payback achieved by Q4.analyze_data
36
The chart visualizes the payback period for customer cohorts, contrasting initial marketing spend with subsequent revenue and profit accumulation.analyze_data
37
The chart illustrates the cohort-based revenue buildup and the transition to profitability.analyze_data
38
transition
39
The slide uses a waterfall bridge to explain the path from revenue components to EBITDA.show_valuation_bridge
40
transition
41
The table uses the Treasury Stock Method (TSM) for calculating dilution from options and warrants.show_valuation_bridge
43
The table uses a staggered layout to show data availability relative to acquisition quarter.analyze_data
44
state_next_steps
45
summarize