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DraftKings · conference-presentation

DraftKings | Investor Day Presentation Deck | 50 slides

50 pages · 4 arc beats · 4 loops

Conference-Presentation Download JSON
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DraftKings | Investor Day Presentation Deck | 50 slides

DraftKings · 2022-03
arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 33 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Market Size 7 slides 100% 7/7 slides 100% 7/7 slides · 31 hits
— 0/7 slides
— 0/7 slides
71.4% 5/7 slides 100% 7/7 slides 57.1% 4/7 slides Competition 6 slides 100% 6/6 slides 100% 6/6 slides · 24 hits
— 0/6 slides
50% 3/6 slides 66.7% 4/6 slides 100% 6/6 slides 66.7% 4/6 slides Financials 11 slides 100% 11/11 slides 100% 11/11 slides · 46 hits
— 0/11 slides
27.3% 3/11 slides 54.5% 6/11 slides 100% 11/11 slides
— 0/11 slides
Solution 9 slides 100% 9/9 slides 100% 9/9 slides · 35 hits
— 0/9 slides
55.6% 5/9 slides 55.6% 5/9 slides 100% 9/9 slides 33.3% 3/9 slides

Slide inventory

50
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
other
Open slide detail
04
summarize
Open slide detail
05
transition
Open slide detailBeat · Market Size
06
The slide uses a bottom-up extrapolation from a mature state (NJ) to estimate the total addressable market (TAM) for the entire U.S.size_opportunity
Open slide detailBeat · Market SizeLoop · Zoom In
07
The chart uses a specific 4-month window (Sept-Dec) to control for seasonality and launch timing.compare_peers
Open slide detailBeat · Market SizeLoop · Zoom In
08
The slide uses a bottom-up extrapolation from a mature state (NJ) to the national level using two different scaling factors: population and GDP.size_opportunity
Open slide detailBeat · Market SizeLoop · Zoom In
09
The slide uses a bar chart to demonstrate that other states (PA, MI) are outperforming the NJ 2019 benchmark, suggesting that projections based on NJ are consercompare_peers
Open slide detailBeat · Market SizeLoop · Zoom In
10
The table uses a green background to indicate states where DraftKings is live.analyze_data
Open slide detailBeat · Market Size
11
The slide uses two distinct methodologies (Population vs GDP) to triangulate the Total Addressable Market (TAM) for the Canadian market.size_opportunity
Open slide detailBeat · Market Size
12
transition
Open slide detailBeat · Competition
13
The slide uses a numbered list format to outline methodological challenges in data aggregation.frame_situation
Open slide detailBeat · CompetitionLoop · Iceberg
14
The slide uses a before-after comparison to demonstrate how accounting for different promotional types affects reported GGR share.analyze_data
Open slide detailBeat · CompetitionLoop · Iceberg
15
The slide uses three identical bar charts to illustrate how different definitions of 'U.S. share' impact the reported percentages.present_framework
Open slide detailBeat · CompetitionLoop · Iceberg
16
The chart highlights market concentration in the Online Sports Betting (OSB) industry, showing a population-weighted average of 84% for the top 3 operators.compare_peers
Open slide detailBeat · CompetitionLoop · Iceberg
17
The chart uses color coding (orange for DraftKings, green for competitors) to emphasize the lead.compare_peers
Open slide detailBeat · Competition
18
summarize
Open slide detail
19
The slide uses a mnemonic device (4 C's) to structure the strategic pillars.plan_implementation
Open slide detail
20
The slide uses screenshots of mobile game interfaces to illustrate the 'home-grown' nature of the content.summarize
Open slide detail
21
OSB likely stands for Online Sports Betting.present_solution
Open slide detailLoop · Before After
22
OSB likely stands for Online Sports Betting.present_solution
Open slide detailLoop · Before After
23
Uses a multiplicative logic (TAM x Penetration x Share = Revenue) across three distinct business lines.size_opportunity
Open slide detailBeat · Financials
24
transition
Open slide detailBeat · Financials
25
Uses a 3x2 matrix structure to explain economic logic and provide supporting evidence.summarize
Open slide detailBeat · Financials
26
Includes specific footnotes defining revenue retention and margin assumptions.present_framework
Open slide detailBeat · Financials
27
The slide uses a cohort analysis framework to illustrate the long-term value of customers in OSB and iGaming.analyze_data
Open slide detailBeat · Financials
28
The slide uses a combination of bar charts and callout bubbles to highlight retention performance.analyze_data
Open slide detailBeat · Financials
29
The slide uses a circular flywheel framework to represent business drivers.present_framework
Open slide detailBeat · Financials
30
The slide uses a numbered list to explain the mechanics of margin expansion.summarize
Open slide detailBeat · Financials
31
The slide uses a series of algebraic formulas to define key performance metrics.present_framework
Open slide detailBeat · Financials
32
The slide includes a detailed footnote explaining the calculation methodology for the payback periods.analyze_data
Open slide detailBeat · Financials
33
The table tracks state-level launch timing against profitability milestones.analyze_data
Open slide detailBeat · Financials
34
The chart tracks performance from Launch Year (2018) through Year 3 (2021).analyze_data
Open slide detailBeat · Solution
35
The chart uses a dual-axis representation (implied) for monthly acquisitions and cumulative totals, annotated with numbered callouts corresponding to specific ssummarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
36
The chart uses a line graph to compare two different state launch trajectories. The callout box emphasizes the performance delta.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
37
The slide uses a waterfall-style logic to explain the transition to profitability.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
38
transition
Open slide detailBeat · Solution
39
The slide uses a waterfall chart to decompose the gross margin bridge from 100% net revenue to 56% gross margin.analyze_data
Open slide detailBeat · Solution
40
summarize
Open slide detailBeat · Solution
41
summarize
Open slide detailBeat · Solution
42
The chart illustrates the financial bridge from revenue to EBITDA, excluding specific future growth drivers like GNOG synergies.analyze_data
Open slide detailBeat · Solution
43
transition
Open slide detail
44
The chart shows a clear upward trend in both monthly unique buyers and secondary sales volume throughout 2021.analyze_data
Open slide detail
45
appendix
Open slide detail
46
Includes methodology note at the bottom regarding implied new actives calculation.analyze_data
Open slide detail
47
Includes footnotes explaining adjustments (a-f) and specific accounting treatments for transaction costs.analyze_data
Open slide detail
48
The slide title mentions 'Reconciliation of GAAP Operating Expenses to Non-GAAP Operating Expenses', but the table content is a standard P&L/EBITDA build.analyze_data
Open slide detail
49
The table uses a diagonal layout to represent time elapsed since acquisition for different cohorts.analyze_data
Open slide detail
50
OSB likely refers to Online Sports Betting.present_framework
Open slide detail