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null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:45:05.196+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a411fcef-c148-4be9-94b1-bf07131ac791", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Historical NJ iGaming revenue 2014-2020", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:45:05.196+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c69f7865-3f3a-43e4-9d4b-3f9a998bd8c4", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.15, "x": 0.83, "y": 0.15 }, "kind": "image", "text": "DraftKings mobile app interface", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", 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Based on an extrapolation of 2020 NJ iGaming market, the U.S. opportunity is $37B in Gross Revenue at 100% legalization. Assuming growth of 5% per year from 2020 to 2023, a mature NJ implies $43B in Gross Revenue. Adjusting for GDP Per Capita of NJ vs. that of the U.S., the U.S. opportunity is $40B.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:45:05.196+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c0e3845-bf92-410a-b985-600e13668a20", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: NJ Department of Gaming Enforcement; U.S. Census Bureau; U.S. Bureau of Economic Analysis", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Notes regarding state sorting and specific legal definitions.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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iGaming at 11%", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:45:00.662+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bab7f2c-ba5b-44b5-be3b-13d97278aba5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "type": "resolution", "title": "The slide uses a comparative methodology approach to validate market size estimates.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 4, "textChars": 1233, "nDataPoints": 4, "notes": "The slide uses a comparative methodology approach to validate market size estimates.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:45:00.391+00", "seconds": 2.765, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-cf61-7509-8779-87f75f815a78/11", "deck": "/decks/019de070-cf61-7509-8779-87f75f815a78", "deckAnchor": "/decks/019de070-cf61-7509-8779-87f75f815a78#slide-11", "deckJson": "/decks/019de070-cf61-7509-8779-87f75f815a78.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.1 }, "kind": "chart", "text": "Estimated Canadian Online Sports Betting and iGaming Gross Revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:45:00.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7dc33ea-a666-4afa-9768-d871395d546b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.77 }, "kind": "list", "text": "There was significant legislative momentum in Canada on both the federal and provincial level in 2020; Legislation has been introduced at the federal level in Canada to legalize single event sports wagering; The Ontario government's 2020 provincial budget has paved the way for the province to authorize, license and regulate a competitive online sports betting and iGaming market", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:45:00.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be84d64c-88f8-44eb-a8c8-9e03fcbfe9ea", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "Source: U.S. Census Bureau; New Jersey Division of Gaming Enforcement; Statistics Canada; U.S. Bureau of Economic Analysis; World Bank. Note: Per Statistics Canada, the Canadian adult population is projected to be 31 million in 2023. All Canadian TAMs are calculated using this 2023E population figure. (1) Population method applies NJ 2023E gross revenue per adult of $91 and $163 for OSB and iGaming, respectively, to the 2023E Canadian population. (2) GDP method adjusts the TAM extrapolation for NJ's GDP Per Capita relative to Canada's GDP Per Capita. Specifically, Canada's GDP per Capita is 0.66x NJ's GDP per Capita, implying a gross revenue per adult of $59 and $107 for OSB and iGaming, respectively.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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