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DraftKings · conference-presentation

DraftKings | Investor Day Presentation Deck | 44 slides

44 pages · 7 arc beats · 3 loops

Conference-Presentation Download JSON
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DraftKings | Investor Day Presentation Deck | 44 slides

DraftKings · 2023-11
arc beats above · slides in the middle · loops below · scroll → 3 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

7
coverage by narrative range · generated from this deck JSON
Narrative range 24 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Market Size 3 slides 100% 3/3 slides 100% 3/3 slides · 11 hits
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Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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Solution 5 slides 100% 5/5 slides 100% 5/5 slides · 24 hits
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20% 1/5 slides 40% 2/5 slides 100% 5/5 slides 40% 2/5 slides State Economics 8 slides 100% 8/8 slides 100% 8/8 slides · 27 hits
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12.5% 1/8 slides 50% 4/8 slides 100% 8/8 slides 100% 8/8 slides Customer Economics 4 slides 100% 4/4 slides 100% 4/4 slides · 15 hits
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100% 4/4 slides · 5 hits 100% 4/4 slides 100% 4/4 slides
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Outlook 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits
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Legalization Upside 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits
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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
other
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03
other
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04
summarize
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05
transition
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06
The chart tracks revenue in billions of dollars across three segments: U.S. OSB, U.S. iGaming, and Ontario (OSB + iGaming).size_opportunity
Open slide detailBeat · Market Size
07
The chart shows a clear upward trend in total GGR, with a 25% growth rate indicated between 2022 and 2023.analyze_data
Open slide detailBeat · Market Size
08
The chart uses a broken axis between 2026E and 2028E. The arrow indicates growth trajectory.size_opportunity
Open slide detailBeat · Market Size
09
transition
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10
The chart highlights that current performance exceeds the March 2022 targets for both OSB GGR and iGaming GGR.analyze_data
Open slide detailBeat · Problem
11
The slide uses a four-column layout to categorize competitive advantages.present_framework
Open slide detailBeat · Solution
12
The table uses DraftKings logos to indicate 'in-house' or 'available' status.present_solution
Open slide detailBeat · Solution
13
The slide uses a vertical timeline structure to show product evolution.present_solution
Open slide detailBeat · Solution
14
The slide uses screenshots of the mobile app to demonstrate the user interface of the new feature.present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
15
Data source: J.P. Morgan U.S. Online Sports Betting and iGaming Survey (9/26/2023).analyze_data
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
16
transition
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17
The chart demonstrates a clear trend of profitability improvement over time for each vintage cohort.analyze_data
Open slide detailBeat · State EconomicsLoop · Maturity Curve
18
The chart demonstrates a trend of improved operational efficiency over time.analyze_data
Open slide detailBeat · State EconomicsLoop · Maturity Curve
19
The chart uses a 4.5x callout to highlight the performance gap between the 2022-2023 vintage and the 2020-2021 vintage at the 8-month mark.analyze_data
Open slide detailBeat · State EconomicsLoop · Maturity Curve
20
The chart uses 'State Vintage' to group states by launch year, demonstrating sustained growth post-launch.analyze_data
Open slide detailBeat · State EconomicsLoop · Maturity Curve
21
The chart uses a grouped bar structure to compare promotional spend efficiency across cohorts of states based on their launch year.analyze_data
Open slide detailBeat · State EconomicsLoop · Maturity Curve
22
The chart uses color-coded bars to represent different years (2020A, 2021A, 2022A, 2023E) and black ovals to indicate YoY growth percentages.analyze_data
Open slide detailBeat · State EconomicsLoop · Maturity Curve
23
The chart demonstrates a clear maturity curve where older state vintages achieve higher gross margin rates.analyze_data
Open slide detailBeat · State EconomicsLoop · Maturity Curve
24
The chart shows a trend of decreasing marketing spend as state cohorts mature, with YoY percentage declines highlighted.analyze_data
Open slide detailBeat · State EconomicsLoop · Maturity Curve
25
transition
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26
The chart uses a stacked bar approach to visualize the payback period relative to the initial acquisition cost (represented by the dashed line).analyze_data
Open slide detailBeat · Customer Economics
27
The chart uses a combination of bar (CAC) and line (Customers Acquired) to demonstrate efficiency gains.analyze_data
Open slide detailBeat · Customer Economics
28
The slide uses a waterfall bridge to explain the delta between 2021A, 2022A, and 2023E hold percentages.present_solution
Open slide detailBeat · Customer Economics
29
The chart uses a downward arrow to visually emphasize the trend of shortening payback periods.analyze_data
Open slide detailBeat · Customer Economics
30
transition
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31
Includes a CAGR arrow and break marks on the x-axis between 2024E and 2026E.analyze_data
Open slide detailBeat · Outlook
32
transition
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33
The map uses color coding to distinguish between states where DraftKings is live with both OSB and iGaming, live/pending with OSB, or where legislation has beenestablish_context
Open slide detailBeat · Legalization UpsideLoop · Cost Of Inaction
34
The chart uses a waterfall-like progression of market penetration scenarios.size_opportunity
Open slide detailBeat · Legalization UpsideLoop · Cost Of Inaction
35
transition
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36
Uses a side-by-side comparison frame to align market opportunities with company capabilities.frame_situation
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37
appendix
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38
The table provides a breakdown of financial performance by vintage cohorts, reconciling these to total enterprise results.analyze_data
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39
analyze_data
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40
analyze_data
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41
transition
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42
Totals may not sum due to rounding.analyze_data
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43
Includes detailed footnotes explaining adjustments for stock-based compensation, transaction costs, and legal expenses.analyze_data
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44
The slide uses a standard financial reconciliation format with footnotes (a-f) explaining the nature of the adjustments.analyze_data
Open slide detail