{ "schemaVersion": "deck-intelligence.v1", "id": "019de076-cba6-75ee-96ec-851880a765e6", "slug": "0cdc7e2962a47b3e05ee51a5ea05e9f2", "title": "DraftKings | Results Presentation Deck | 23 slides", "subtitle": "DraftKings · 2024-02", "author": "DraftKings", "date": "2024-02-01 00:00:00", "pageCount": 23, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de076-cba6-75ee-96ec-851880a765e6", "slug": "0cdc7e2962a47b3e05ee51a5ea05e9f2", "title": "DraftKings | Results Presentation Deck | 23 slides", "rawTitle": "DraftKings | Results Presentation Deck | 23 slides", "authorId": "draftkings", "authorName": "DraftKings", "authorDisplay": "DraftKings", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2024-02__draftkings__results__0cdc7e29.pdf", "sourceUrl": "https://www.slidebook.io/company/draftkings/presentation/0cdc7e2962a47b3e05ee51a5ea05e9f2/", "sourceDate": "2024-02-15 00:00:00", "presentationDate": "2024-02-01 00:00:00", "ingestedAt": "2026-04-30 22:16:15.115053+00", "status": "ready", "pageCount": 23, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "gambling", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-02__draftkings__results__0cdc7e29", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 23, "pagesIndexed": 23, "pagesWithImages": 23, "pagesWithMetadata": 23, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 83, "chartCount": 11, "metricSlides": 0, "toolMatches": 18, "documentToolMatches": 0, "frameworkMatches": 7, "arcMatches": 1, "beatMatches": 5, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "evidence": "The presentation's emphasis on growth, revenue, and Adj. EBITDA, as well as the company's progress from a challenging situation to a more promising outlook.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:42:49.081271+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 1, "name": "Setup", "beatId": "faf7702b-4d31-4136-977e-1b7cad9f6568", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The cover page, disclaimer, and key takeaways provide an introduction to the presentation's purpose and main points.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 6, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 4, "name": "Complication", "beatId": "a7cbe14e-d2df-40b7-8bc2-3fbaa7021b9d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "evidence": "The discussion of Q4 core value drivers and the raising of FY 2024 guidance highlights the company's challenges and progress.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 12, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 7, "name": "Development", "beatId": "46ebef05-e5e9-4718-bc47-c264a9ab4b8d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "The revenue buildup and market sizing sections provide further context on the company's growth prospects.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 15, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 13, "name": "Evidence", "beatId": "325195e1-9dbd-41b9-bf64-9a2abe31b4dd", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The thesis headline and comparison table offer evidence supporting the acquisition's potential benefits.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 4, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "fb44649b-3a8f-486c-867c-e7f4566421f9", "evidence": "The before-after comparison and revenue buildup sections demonstrate the company's progress.", "position": 0, "objective": "To show the improvement in Q4 core value drivers and FY 2024 guidance", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:42:49.308045+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 14, "from": 14, "loop": { "name": "30_2x2_matrix", "slug": "30-2x2-matrix", "status": "active", "bestFor": "Portfolio analysis, prioritization, strategic positioning", "canonId": "019dd956-7225-756a-9cc7-1e6d3f039818", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Dimension 1 (X-axis) -> Dimension 2 (Y-axis) -> The Four Quadrants -> The Sweet Spot", "description": "Plot options on two critical dimensions to reveal the optimal quadrant", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "d3edfcc7-1595-4f54-995c-6994dba88b2b", "evidence": "The comparison table provides a clear visual representation of the data.", "position": 1, "objective": "To compare Jackpocket's CAC with DraftKings'", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:42:49.345094+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 12, "from": 7, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "d4f55362-a96c-4a16-9f22-6ec481b9515c", "evidence": "The revenue buildup and market sizing sections support the acquisition's growth prospects.", "position": 2, "objective": "To highlight the potential benefits of the Jackpocket acquisition", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:42:49.381779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e2c62766-aebf-48b3-9f9c-a9e06c67ac8b", "evidence": "Q4 2023 EARNINGS PRESENTATION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:42:35.447974+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e1bfcbce-49f8-4d7e-bd0b-5d074103288b", "evidence": "1. Q4 2023 core value drivers exceeded expectations; revenue of $1,231M increased 44% YoY and Adj. EBITDA of $151M improved by $201M YoY", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:35.551811+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "8608b3a8-9604-48b3-aa5a-ad962fa97974", "evidence": "Q4 Revenue and Adj. EBITDA Guidance Compared to Actual Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:35.622178+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "38efebc5-4f79-482c-8eb3-1c752f7bb008", "evidence": "chart/waterfall-bridge: Q4 Revenue and Adj. EBITDA Guidance Compared to Actual Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:35.656628+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "c90b4ebc-2676-4977-a9ce-b9372ba5900c", "evidence": "chart/bar-grouped: OSB market share comparison for Handle, GGR, and Net Gaming Revenue", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:42:35.730496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before/after framing", "slug": "before-after-framing", "status": "active", "bestFor": "For turnaround / reform proposals", "canonId": "019dd9e1-528b-72ec-a563-e5dcb9410f67", "version": 1, "bodyDocId": "019dd9a1-80bf-72e9-980b-ccd1c0cd3488", "description": "You visualise two futures side by side: the trajectory the target is on\ntoday, and the trajectory under your proposed intervention. The reader\nhas to see the delta to feel the stakes.\n\nIt's the rhetorical cousin of the peer-gap — same visual grammar\n(comparison), but across **time** instead of across peers.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "acf00e9c-0ea2-40e3-ab98-5ff3c5bba148", "evidence": "Updated FY 2024 Guidance vs. Prior FY 2024 Guidance", "pageRefs": null, "priority": null, "whenToUse": "For turnaround / reform proposals", "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:35.799549+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": "- It **quantifies the opportunity cost** of inaction. \"Doing nothing\"\n becomes a concrete, visible path, not an abstraction.\n- It **makes the Answer tangible**. The prescription isn't a paragraph;\n it's a trajectory the reader can point at.\n- It **pre-empts the status-quo defence**. Management usually argues \"we\n have a plan\". Your chart shows what their plan looks like vs. yours.\n- It **satisfies both the Architect** (math adds up) **and the Storyteller**\n (emotional delta between two futures).", "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4886bbc7-49cd-41e4-bb51-2a162893cf68", "evidence": "chart/waterfall-bridge: Updated FY 2024 Guidance vs. Prior FY 2024 Guidance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:35.834847+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e43a4ef6-69e8-4507-ac28-0326832b3ddf", "evidence": "JACKPOCKET ACQUISITION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:42:35.946934+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0d8c2496-cc89-45e3-ab61-2ddba463acbb", "evidence": "1. The U.S. lottery industry is massive with $100B+ in annual ticket sales and is projected to grow at a 5% CAGR through FY 2028", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:36.017526+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "5d116c14-3e7e-454b-b304-61e0754503d6", "evidence": "Drivers of Differentiation, Results", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:46.414875+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f9b2b613-3f72-43af-93a7-3ec9247d61f5", "evidence": "list/bullet: Drivers of Differentiation, list/bullet: Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:46.447562+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "3f3b0913-6988-4d95-b9e0-e11b564c71a4", "evidence": "title/action-title: Jackpocket’s revenue is expected to grow 70%+ YoY in FY 2024E, ~15x faster than the U.S. lottery industry", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:46.510942+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8d2d08a3-da38-4fbb-968f-7f0adb9f8c82", "evidence": "diagram/venn: Venn diagram showing overlap between OSB, iGaming, and Lottery", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:42:46.57509+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "729c9e2c-476e-4516-992b-23c5840c42c9", "evidence": "The slide features a bar chart showing growth over time.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:05.645034+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "05e38b4d-ed35-4a71-aeef-6717323c0187", "evidence": "The slide contains a table/data reconciling GAAP to Non-GAAP operating expenses.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:40:05.755847+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "29817518-f86d-4705-9d35-6a9ad06f605f", "evidence": "The slide contains a financial reconciliation table.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:40:05.832702+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f59cf6f6-d627-46d7-8e57-860d0da67a8a", "evidence": "chart/waterfall-bridge: Waterfall chart showing GAAP EPS to Adjusted EPS reconciliation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:46.700737+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8d8d09ad-b98b-4283-b86f-676a9edf4f00", "evidence": "table/kpi: Three months ended December 31, 2023 2022 Average Monthly Unique Payers (\"MUPs\") (in millions) 3.5 2.6 Average Revenue per MUP (\"ARPMUP\") (in whole dollars) $116 $109", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:36.841747+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "080d5ed6-0b52-4410-b355-ad07d459c9e2", "evidence": "The slide visually bridges the gap between guidance and actuals using intermediate variance drivers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:08:00.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "waterfall-bridge" }, { "matchId": "2e008286-c5a6-4e8e-b824-d963ebefe3ad", "evidence": "Bridge chart showing starting value, adjustments, and ending value.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:08:00.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "waterfall-bridge" }, { "matchId": "89d44e3b-ff07-4676-a508-e4b05392fcec", "evidence": "The chart uses arrows to show the delta between two sets of bars.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:08:01.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "waterfall-bridge" }, { "matchId": "4878aec2-aa21-4d04-b733-bd3821005328", "evidence": "Numbered list of strategic rationales", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:08:01.993+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "list-presentation" }, { "matchId": "87576e60-a38e-4941-b182-d03822895fb4", "evidence": "Visual representation of overlapping customer segments", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:08:02.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "venn-diagram" }, { "matchId": "d00d1f15-8308-446b-90a7-efd953fc1eea", "evidence": "The chart uses a bridge-like annotation to show the delta between two bars.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:08:01.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "waterfall-bridge" }, { "matchId": "e0070478-f3b0-4435-9482-374b9159157c", "evidence": "The slide uses a standard financial bridge/waterfall chart to reconcile GAAP to non-GAAP metrics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:08:02.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "waterfall-bridge" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/C17NT5bV9VSKKYCYndDZx15RV-6xxnLo7PToUqPaHwA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wY2RjN2UyOTYyYTQ3YjNlMDVlZTUxYTVlYTA1ZTlmMi9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 3, "textChars": 61, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:07:59.509+00", "seconds": 1.99, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/1", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-1", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.14, "w": 0.14, "x": 0.04, "y": 0.05 }, "kind": "image", "text": "DraftKings logo", "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:07:59.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84820aa1-101b-410e-a5b9-78d753c7c4b0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.13, "y": 0.718 }, "kind": "paragraph", "text": "February 15, 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:07:59.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73c09fdd-3551-4a78-b68e-a17a02fce89a", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.74, "x": 0.13, "y": 0.38 }, "kind": "title", "text": "Q4 2023 EARNINGS PRESENTATION", "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 11:07:59.509+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c9fa5f7-b06a-4575-958b-b5556f09ea51", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e2c62766-aebf-48b3-9f9c-a9e06c67ac8b", "evidence": "Q4 2023 EARNINGS PRESENTATION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:42:35.447974+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "faf7702b-4d31-4136-977e-1b7cad9f6568", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The cover page, disclaimer, and key takeaways provide an introduction to the presentation's purpose and main points.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/v50lmd6un5YYhydGkjqo6ienBoh4dnnI8Pq6UA5eAiY/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wY2RjN2UyOTYyYTQ3YjNlMDVlZTUxYTVlYTA1ZTlmMi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/WUJoA62ifoXb0hetqMQvh91U4zQiOVwhYlzqXTrrzGI/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wY2RjN2UyOTYyYTQ3YjNlMDVlZTUxYTVlYTA1ZTlmMi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/wwHt9ySsFoXOSLk6REgQNEQaKt5dG3KZ5d1Np8o1AYU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wY2RjN2UyOTYyYTQ3YjNlMDVlZTUxYTVlYTA1ZTlmMi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 3, "textChars": 355, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:00.34+00", "seconds": 2.763, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/2", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-2", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.925, "x": 0.037, "y": 0.145 }, "kind": "paragraph", "text": "Forward-Looking Statements: This presentation contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.34+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a19fa86-9f4b-4bc2-a668-1701a242fc8c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.925, "x": 0.037, "y": 0.675 }, "kind": "paragraph", "text": "Non-GAAP Financial Measures: This presentation includes certain non-GAAP financial measures, including Adjusted EBITDA, Adjusted EBITDA Flow-through Percentage, and Free Cash Flow...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.34+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "842b5a2f-f693-4466-8735-6d78cf6bb1f2", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.14, "x": 0.037, "y": 0.088 }, "kind": "title", "text": "Legal Disclaimer", "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 11:08:00.34+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc80f033-885b-469a-92c6-95f44ed1261e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "faf7702b-4d31-4136-977e-1b7cad9f6568", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The cover page, disclaimer, and key takeaways provide an introduction to the presentation's purpose and main points.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 3, "textChars": 692, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:00.341+00", "seconds": 2.482, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/3", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-3", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Footnotes 1-6 detailing financial definitions and acquisition terms.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.341+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ef4f0b7-e336-4f46-8990-28bbbd0c4d31", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.85, "x": 0.08, "y": 0.13 }, "kind": "list", "text": "1. Q4 2023 core value drivers exceeded expectations; revenue of $1,231M increased 44% YoY and Adj. EBITDA of $151M improved by $201M YoY\n2. Increased OSB and iGaming share substantially YoY in Q4 2023\n3. Increasing FY 2024 revenue and Adj. EBITDA guidance midpoints by $125M and $60M, respectively, implying YoY Adj. EBITDA Flow-Through of 55%\n4. Acquiring #1 lottery app Jackpocket for $750M; expect the deal to add $60-100M and $100-150M of Adj. EBITDA in FY 2026 and FY 2028, respectively\n5. $1.3B of cash as of 12/31/23 and expect to generate $310M to $410M of Free Cash Flow in FY 2024", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.341+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a459db4-20c5-4a71-963e-a4748e975884", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Q4 and current business highlights", "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 11:08:00.341+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67edc95e-25a7-4175-9264-28ee65472e78", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e1bfcbce-49f8-4d7e-bd0b-5d074103288b", "evidence": "1. Q4 2023 core value drivers exceeded expectations; revenue of $1,231M increased 44% YoY and Adj. EBITDA of $151M improved by $201M YoY", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:35.551811+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "faf7702b-4d31-4136-977e-1b7cad9f6568", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The cover page, disclaimer, and key takeaways provide an introduction to the presentation's purpose and main points.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "evidence", "title": "The slide uses a bridge-style layout to explain the variance between guidance and actuals.", "function": "analyze_data", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 3, "textChars": 212, "nDataPoints": 16, "notes": "The slide uses a bridge-style layout to explain the variance between guidance and actuals.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:00.487+00", "seconds": 2.617, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/4", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-4", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.8, "x": 0.1, "y": 0.2 }, "kind": "chart", "text": "Q4 Revenue and Adj. EBITDA Guidance Compared to Actual Results", "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": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad1871c2-30f0-4491-a021-4bb60dc7e91c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure... (2) Reflects the midpoint of FY 2023 guidance...", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e606d43b-909d-419d-b4d9-c18b6521aff0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Q4 core value drivers exceeded our expectations", "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 11:08:00.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db6f5cfe-6b45-4627-9d10-1e305ec39eef", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "8608b3a8-9604-48b3-aa5a-ad962fa97974", "evidence": "Q4 Revenue and Adj. EBITDA Guidance Compared to Actual Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:35.622178+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "38efebc5-4f79-482c-8eb3-1c752f7bb008", "evidence": "chart/waterfall-bridge: Q4 Revenue and Adj. EBITDA Guidance Compared to Actual Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:35.656628+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "080d5ed6-0b52-4410-b355-ad07d459c9e2", "evidence": "The slide visually bridges the gap between guidance and actuals using intermediate variance drivers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:08:00.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 6, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 4, "name": "Complication", "beatId": "a7cbe14e-d2df-40b7-8bc2-3fbaa7021b9d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "evidence": "The discussion of Q4 core value drivers and the raising of FY 2024 guidance highlights the company's challenges and progress.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 4, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "fb44649b-3a8f-486c-867c-e7f4566421f9", "evidence": "The before-after comparison and revenue buildup sections demonstrate the company's progress.", "position": 0, "objective": "To show the improvement in Q4 core value drivers and FY 2024 guidance", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:42:49.308045+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "analysis", "title": "The slide uses a split-chart layout to compare OSB and iGaming performance metrics.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 4, "textChars": 403, "nDataPoints": 8, "notes": "The slide uses a split-chart layout to compare OSB and iGaming performance metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:04.554+00", "seconds": 6.629, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/5", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-5", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "OSB market share comparison for Handle, GGR, and Net Gaming 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 11:08:04.554+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06878eeb-b87f-430a-9b1f-b6fbb65f5566", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.4, "x": 0.55, "y": 0.15 }, "kind": "chart", "text": "iGaming market share comparison for GGR", "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 11:08:04.554+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "547550f6-35cd-4c51-ab38-fff15b3bbf6d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Sources: State Gaming Reports and DraftKings internal data. (1) Share denominator includes all U.S. states where DraftKings and/or Golden Nugget Online Gaming are live... (2) OSB net gaming revenue is defined by each state's definition...", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:04.554+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ab5dfd3-9722-4b8c-881e-f448c0c11366", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Our OSB and iGaming share increased substantially YoY in Q4", "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 11:08:04.554+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b7909d2-a399-4a0c-8e5e-e086c535bd8f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "c90b4ebc-2676-4977-a9ce-b9372ba5900c", "evidence": "chart/bar-grouped: OSB market share comparison for Handle, GGR, and Net Gaming Revenue", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:42:35.730496+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 6, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 4, "name": "Complication", "beatId": "a7cbe14e-d2df-40b7-8bc2-3fbaa7021b9d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "evidence": "The discussion of Q4 core value drivers and the raising of FY 2024 guidance highlights the company's challenges and progress.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 4, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "fb44649b-3a8f-486c-867c-e7f4566421f9", "evidence": "The before-after comparison and revenue buildup sections demonstrate the company's progress.", "position": 0, "objective": "To show the improvement in Q4 core value drivers and FY 2024 guidance", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:42:49.308045+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "evidence", "title": "Uses a bridge format to explain the delta between two guidance points.", "function": "present_solution", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 4, "textChars": 871, "nDataPoints": 8, "notes": "Uses a bridge format to explain the delta between two guidance points.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:00.863+00", "seconds": 2.746, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/6", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-6", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.66, "x": 0.17, "y": 0.275 }, "kind": "chart", "text": "Updated FY 2024 Guidance vs. Prior FY 2024 Guidance", "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": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8877c33-5a0c-4bd4-9506-d8a731e57032", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.08, "y": 0.8 }, "kind": "list", "text": "Stronger than expected new customer acquisition in the fourth quarter of 2023 resulting in more customers than anticipated for 2024; Stronger than expected customer retention and engagement in the fourth quarter of 2023 expected to continue in 2024; Stronger than expected structural hold percentage in the fourth quarter of 2023 (driven by parlay mix) provides confidence that structural hold will be higher in 2024", "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 11:08:00.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1fb5dfa-0c93-44fb-853f-3b88087acbba", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure. For a reconciliation to its most directly comparable financial measure calculated in accordance with GAAP, net income (loss), please refer to the appendix of this presentation. (2) FY 2024 guidance does not include any impact from the pending acquisition of Jackpocket.", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc16a82c-4de5-4014-b1da-0bdec6485f72", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Raising FY 2024 guidance midpoint by $125M for revenue and $60M for Adj. EBITDA(1)", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e8a795e-7d5e-4419-86cb-abe8d104e461", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before/after framing", "slug": "before-after-framing", "status": "active", "bestFor": "For turnaround / reform proposals", "canonId": "019dd9e1-528b-72ec-a563-e5dcb9410f67", "version": 1, "bodyDocId": "019dd9a1-80bf-72e9-980b-ccd1c0cd3488", "description": "You visualise two futures side by side: the trajectory the target is on\ntoday, and the trajectory under your proposed intervention. The reader\nhas to see the delta to feel the stakes.\n\nIt's the rhetorical cousin of the peer-gap — same visual grammar\n(comparison), but across **time** instead of across peers.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "acf00e9c-0ea2-40e3-ab98-5ff3c5bba148", "evidence": "Updated FY 2024 Guidance vs. Prior FY 2024 Guidance", "pageRefs": null, "priority": null, "whenToUse": "For turnaround / reform proposals", "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:35.799549+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": "- It **quantifies the opportunity cost** of inaction. \"Doing nothing\"\n becomes a concrete, visible path, not an abstraction.\n- It **makes the Answer tangible**. The prescription isn't a paragraph;\n it's a trajectory the reader can point at.\n- It **pre-empts the status-quo defence**. Management usually argues \"we\n have a plan\". Your chart shows what their plan looks like vs. yours.\n- It **satisfies both the Architect** (math adds up) **and the Storyteller**\n (emotional delta between two futures).", "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4886bbc7-49cd-41e4-bb51-2a162893cf68", "evidence": "chart/waterfall-bridge: Updated FY 2024 Guidance vs. Prior FY 2024 Guidance", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:35.834847+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "2e008286-c5a6-4e8e-b824-d963ebefe3ad", "evidence": "Bridge chart showing starting value, adjustments, and ending value.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:08:00.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 6, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 4, "name": "Complication", "beatId": "a7cbe14e-d2df-40b7-8bc2-3fbaa7021b9d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "evidence": "The discussion of Q4 core value drivers and the raising of FY 2024 guidance highlights the company's challenges and progress.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 6, "from": 4, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "fb44649b-3a8f-486c-867c-e7f4566421f9", "evidence": "The before-after comparison and revenue buildup sections demonstrate the company's progress.", "position": 0, "objective": "To show the improvement in Q4 core value drivers and FY 2024 guidance", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:42:49.308045+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "Uses a broken axis to represent the jump in revenue values.", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 3, "textChars": 273, "nDataPoints": 6, "notes": "Uses a broken axis to represent the jump in revenue values.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:01.128+00", "seconds": 2.894, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/7", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-7", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Comparison of FY 2023 and FY 2024E Revenue and Adj. EBITDA", "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 11:08:01.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "202298e4-4885-4241-96ec-b19c81449336", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure... (2) Figures presented represent our FY 2023 results...", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9dc79b56-682e-4d5e-a422-bc5a4385b591", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "We expect ~$1.1B of incremental revenue and ~$600M of incremental Adj. EBITDA(1) on a YoY basis in FY 2024", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdf4ef38-1093-49e4-99f7-d64d710c2ebb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "89d44e3b-ff07-4676-a508-e4b05392fcec", "evidence": "The chart uses arrows to show the delta between two sets of bars.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:08:01.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 12, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 7, "name": "Development", "beatId": "46ebef05-e5e9-4718-bc47-c264a9ab4b8d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "The revenue buildup and market sizing sections provide further context on the company's growth prospects.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 7, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d4f55362-a96c-4a16-9f22-6ec481b9515c", "evidence": "The revenue buildup and market sizing sections support the acquisition's growth prospects.", "position": 2, "objective": "To highlight the potential benefits of the Jackpocket acquisition", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:42:49.381779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 37, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:00.434+00", "seconds": 2.2, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/8", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-8", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.1, "x": 0.04, "y": 0.04 }, "kind": "image", "text": "DraftKings logo", "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.434+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53998504-1edd-4cc6-a388-21ea87429444", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.5, "x": 0.07, "y": 0.4 }, "kind": "title", "text": "JACKPOCKET ACQUISITION", "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 11:08:00.434+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9bba400-83f2-44fa-9f01-f63b46d2827b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e43a4ef6-69e8-4507-ac28-0326832b3ddf", "evidence": "JACKPOCKET ACQUISITION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:42:35.946934+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 7, "name": "Development", "beatId": "46ebef05-e5e9-4718-bc47-c264a9ab4b8d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "The revenue buildup and market sizing sections provide further context on the company's growth prospects.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 7, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d4f55362-a96c-4a16-9f22-6ec481b9515c", "evidence": "The revenue buildup and market sizing sections support the acquisition's growth prospects.", "position": 2, "objective": "To highlight the potential benefits of the Jackpocket acquisition", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:42:49.381779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 3, "textChars": 2206, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:01.993+00", "seconds": 3.673, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/9", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-9", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.115, "w": 0.886, "x": 0.057, "y": 0.858 }, "kind": "disclaimer", "text": "(1) H2 Gambling Capital estimates FY 2023 U.S. lottery gross ticket sales were $108B and will grow to $138B in FY 2028. Lottery gross ticket sales includes draw-based, instant, and other lottery games.\n(2) Jackpocket was downloaded 9x more than its closest competitor in the digital lottery courier category in FY 2023, according to Sensor Tower estimates.\n(3) Overlapping customers is defined as customers who have had a paid activity on both Jackpocket and DraftKings OSB and/or iGaming in FY 2023, while non-overlapping customers are defined as DraftKings OSB and/or iGaming customers who have not engaged with Jackpocket.\n(4) \"LTV\" represents customer lifetime value. DraftKings defines customer lifetime value as the gross profit a customer generates over time divided by a discount rate (cost of capital). Overlapping customers on average generated 53% higher OSB and iGaming GGR in FY 2023 compared to DraftKings customers that did not engage with Jackpocket.\n(5) Customer acquisition cost (CAC) is defined as external marketing spend divided by new customers. DraftKings includes all external marketing spend allocated to OSB and iGaming, including national spending, team and league deals, and product-agnostic spending, and divides by new OSB and iGaming customers, without crediting for customers who were previously acquired to DFS.\n(6) Adjusted EBITDA is a non-GAAP financial measure. For a reconciliation to its most directly comparable financial measure calculated in accordance with GAAP, net income (loss), please refer to the appendix of this presentation.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.993+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b6343ee-c5fe-422a-a51c-b9dc279f0e9e", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.84, "x": 0.08, "y": 0.132 }, "kind": "list", "text": "1. The U.S. lottery industry is massive with $100B+ in annual ticket sales and is projected to grow at a 5% CAGR through FY 2028\n2. Jackpocket is the #1 U.S. lottery app and is expected to grow revenue 70%+ YoY in FY 2024E, ~15x faster than the broader U.S. lottery industry\n3. Diligence revealed significant customer overlap between Jackpocket and DraftKings with overlapping customers having 50%+ higher LTV profiles\n4. Jackpocket's ~80% lower CAC vs. DraftKings will drive more efficient marketing\n5. We expect the acquisition to add $60-100M and $100-150M of Adj. EBITDA in FY 2026 and FY 2028, respectively", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.993+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc82c11a-2143-43de-acff-4976d4b732c5", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.271, "x": 0.057, "y": 0.042 }, "kind": "title", "text": "Transaction rationale", "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 11:08:01.993+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30b65a24-30d1-4bb8-b0a1-35df994985b6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0d8c2496-cc89-45e3-ab61-2ddba463acbb", "evidence": "1. The U.S. lottery industry is massive with $100B+ in annual ticket sales and is projected to grow at a 5% CAGR through FY 2028", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:36.017526+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "4878aec2-aa21-4d04-b733-bd3821005328", "evidence": "Numbered list of strategic rationales", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:08:01.993+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 12, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 7, "name": "Development", "beatId": "46ebef05-e5e9-4718-bc47-c264a9ab4b8d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "The revenue buildup and market sizing sections provide further context on the company's growth prospects.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 7, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d4f55362-a96c-4a16-9f22-6ec481b9515c", "evidence": "The revenue buildup and market sizing sections support the acquisition's growth prospects.", "position": 2, "objective": "To highlight the potential benefits of the Jackpocket acquisition", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:42:49.381779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "resolution", "title": "The chart uses a broken x-axis to represent non-linear time intervals.", "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": "balanced", "densityScore": 49, "componentCount": 4, "textChars": 433, "nDataPoints": 7, "notes": "The chart uses a broken x-axis to represent non-linear time intervals.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:01.901+00", "seconds": 3.388, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/10", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-10", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "U.S. Lottery Sales projection from 2023 to 2028", "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 11:08:01.901+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e9954a8-388f-4baa-a83e-f05369fc7f43", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.3, "x": 0.08, "y": 0.27 }, "kind": "list", "text": "45 states have lotteries, representing 96% of the U.S. population; ~50% of U.S. adults play lotteries annually; Typically, the revenue take rate for lottery ticket sales is ~5% to ~20%", "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 11:08:01.901+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "707251ca-b20a-4992-9daf-672a8ab2114c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "(1) H2 Gambling Capital estimates... (2) Gallup Analytics... (3) Typically, lottery retailers...", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.901+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d81268a-0b1d-4e8c-8bfc-e64481277a8c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "The U.S. lottery industry is massive with $100B+ in annual ticket sales and is expected to grow ~5% YoY(1)", "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 11:08:01.901+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "706d4111-ac0f-458b-8cb1-270cea9bbe3e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 7, "name": "Development", "beatId": "46ebef05-e5e9-4718-bc47-c264a9ab4b8d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "The revenue buildup and market sizing sections provide further context on the company's growth prospects.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 7, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d4f55362-a96c-4a16-9f22-6ec481b9515c", "evidence": "The revenue buildup and market sizing sections support the acquisition's growth prospects.", "position": 2, "objective": "To highlight the potential benefits of the Jackpocket acquisition", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:42:49.381779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "resolution", "title": "The slide uses a two-column layout to contrast internal drivers with external market results.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 5, "textChars": 309, "nDataPoints": 5, "notes": "The slide uses a two-column layout to contrast internal drivers with external market results.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:05.27+00", "seconds": 6.756, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/11", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-11", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.1, "x": 0.55, "y": 0.17 }, "kind": "list", "text": "Results", "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 11:08:05.27+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cb25215-b2f0-4a09-bc86-db491e669fb1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.06, "y": 0.17 }, "kind": "list", "text": "Drivers of Differentiation", "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 11:08:05.27+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e4f9361-2949-4afe-9518-cc5dbab80a0e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.55, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "(1) Jackpocket was downloaded 9x more than its closest competitor in the digital lottery courier category in FY 2023, according to Sensor Tower estimates. (2) Jackpocket's FY 2023 financial results are unaudited.", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:05.27+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93d17514-9247-4356-8a0d-a9c175b21a62", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Jackpocket is the leading(1) U.S. lottery app", "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 11:08:05.27+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4557206-6c7d-4575-a6f6-885235c6532f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Jackpocket Overview", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:05.27+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba69b023-67a1-46e8-b424-5671d883aeb3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "5d116c14-3e7e-454b-b304-61e0754503d6", "evidence": "Drivers of Differentiation, Results", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:46.414875+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f9b2b613-3f72-43af-93a7-3ec9247d61f5", "evidence": "list/bullet: Drivers of Differentiation, list/bullet: Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:46.447562+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 7, "name": "Development", "beatId": "46ebef05-e5e9-4718-bc47-c264a9ab4b8d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "The revenue buildup and market sizing sections provide further context on the company's growth prospects.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 7, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d4f55362-a96c-4a16-9f22-6ec481b9515c", "evidence": "The revenue buildup and market sizing sections support the acquisition's growth prospects.", "position": 2, "objective": "To highlight the potential benefits of the Jackpocket acquisition", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:42:49.381779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "Includes a broken axis symbol between FY 2020 and FY 2023.", "function": "analyze_data", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 4, "textChars": 527, "nDataPoints": 3, "notes": "Includes a broken axis symbol between FY 2020 and FY 2023.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:01.369+00", "seconds": 2.483, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/12", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-12", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Revenue growth chart from FY 2020 to FY 2024E", "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 11:08:01.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eff240b-c8fa-4f66-ab1e-e2e324100fc2", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.35, "x": 0.08, "y": 0.22 }, "kind": "list", "text": "Revenue Growth Drivers: Increasing adoption from existing lottery customers, Attracting new customers to lottery with a digital experience, Increasing customer monetization through a recurring subscription model (\"Smart Order\"), Entering additional states", "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 11:08:01.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f95ba980-8bb9-4861-9cb2-1753cf21dd47", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "(1) Represents estimated FY 2024 revenue for Jackpocket by DraftKings management. Figure includes $0 in revenue synergies.", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59958075-bcce-4d2b-a251-dbff225d93d0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Jackpocket’s revenue is expected to grow 70%+ YoY in FY 2024E, ~15x faster than the U.S. lottery industry", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aafe5108-a7a9-46ae-b096-8950c5be966b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "3f3b0913-6988-4d95-b9e0-e11b564c71a4", "evidence": "title/action-title: Jackpocket’s revenue is expected to grow 70%+ YoY in FY 2024E, ~15x faster than the U.S. lottery industry", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.7, "extraction": { "at": "2026-07-17 00:42:46.510942+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 7, "name": "Development", "beatId": "46ebef05-e5e9-4718-bc47-c264a9ab4b8d", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "The revenue buildup and market sizing sections provide further context on the company's growth prospects.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 12, "from": 7, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "d4f55362-a96c-4a16-9f22-6ec481b9515c", "evidence": "The revenue buildup and market sizing sections support the acquisition's growth prospects.", "position": 2, "objective": "To highlight the potential benefits of the Jackpocket acquisition", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:42:49.381779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "setup", "title": "Uses a Venn diagram to represent customer overlap between OSB, iGaming, and Lottery products.", "function": "quantify_opportunity", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 6, "textChars": 937, "nDataPoints": 2, "notes": "Uses a Venn diagram to represent customer overlap between OSB, iGaming, and Lottery products.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:02.262+00", "seconds": 3.365, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/13", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-13", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.3, "x": 0.6, "y": 0.45 }, "kind": "callout", "text": "Overlapping customers(2) have 50%+ higher LTV", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21336417-b3bb-4a25-880f-d7292b12f6d5", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.24 }, "kind": "diagram", "text": "Venn diagram showing overlap between OSB, iGaming, and Lottery", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Venn diagram", "slug": "venn", "status": "active", "canonId": "019de52d-0463-710d-b529-cce18d828d2f", "version": 1, "description": null }, "framework": null }, "subkind": "venn", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b1ca915-9c6a-44c5-babe-87a053ca2e29", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "Diligence revealed significant customer overlap between Jackpocket and DraftKings, implying a substantial cross-sell opportunity between product offerings", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "021474dd-fe43-48e8-9833-8ec197986454", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "(1) “LTV” represents customer lifetime value. DraftKings defines customer lifetime value as the gross profit a customer generates over time divided by a discount rate (cost of capital).\n(2) Overlapping customers is defined as customers who have had a paid activity on both Jackpocket and DraftKings OSB and/or iGaming in FY 2023, while non-overlapping customers are defined as DraftKings OSB and/or iGaming customers who have not engaged with Jackpocket.", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd4db7a1-fea8-4a5a-8818-22024a004d6a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.6, "y": 0.56 }, "kind": "subtitle", "text": "Overlapping customers on average generated 53% higher OSB and iGaming GGR in FY 2023 compared to DraftKings customers that did not engage with Jackpocket", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6732b01-4127-4ef2-a310-d77e03054247", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Cross-selling product offerings drives higher average customer LTV(1)", "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 11:08:02.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0faa0bee-c71b-44e7-bc8b-6cdcca3c638e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8d2d08a3-da38-4fbb-968f-7f0adb9f8c82", "evidence": "diagram/venn: Venn diagram showing overlap between OSB, iGaming, and Lottery", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:42:46.57509+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "87576e60-a38e-4941-b182-d03822895fb4", "evidence": "Visual representation of overlapping customer segments", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:08:02.262+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "venn-diagram" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 13, "name": "Evidence", "beatId": "325195e1-9dbd-41b9-bf64-9a2abe31b4dd", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The thesis headline and comparison table offer evidence supporting the acquisition's potential benefits.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "setup", "title": "The slide uses a waterfall-style bridge to visually represent the efficiency gap between the two companies' customer acquisition costs.", "function": "quantify_opportunity", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 5, "textChars": 430, "nDataPoints": 2, "notes": "The slide uses a waterfall-style bridge to visually represent the efficiency gap between the two companies' customer acquisition costs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:01.602+00", "seconds": 2.588, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/14", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-14", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.7, "x": 0.15, "y": 0.28 }, "kind": "chart", "text": "Comparison of DraftKings and Jackpocket FY 2023 CAC", "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 11:08:01.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e08640d-c9f7-4115-85e8-c2932f39e2a5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.16 }, "kind": "list", "text": "Jackpocket acquired ~660k new customers in FY 2023, at a CAC ~80% lower than DraftKings' CAC\nJackpocket's customer database is 6.0M and continuing to grow", "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 11:08:01.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f0228d9-e077-4b52-84f4-6d9200ed068b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "(1) Both DraftKings and Jackpocket define customer acquisition cost (CAC) as external marketing spend divided by new customers.", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1debbea5-c378-4b59-ad6a-54cb9a474817", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Jackpocket's low CAC(1) will drive more efficient marketing for DraftKings", "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 11:08:01.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8273a2a-ae1c-4f10-a2b3-175b38d3b5a3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Opportunity to Lower CAC", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f1da937-5003-44b6-a738-5a8847ab0316", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d00d1f15-8308-446b-90a7-efd953fc1eea", "evidence": "The chart uses a bridge-like annotation to show the delta between two bars.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:08:01.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 13, "name": "Evidence", "beatId": "325195e1-9dbd-41b9-bf64-9a2abe31b4dd", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The thesis headline and comparison table offer evidence supporting the acquisition's potential benefits.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 14, "loop": { "name": "30_2x2_matrix", "slug": "30-2x2-matrix", "status": "active", "bestFor": "Portfolio analysis, prioritization, strategic positioning", "canonId": "019dd956-7225-756a-9cc7-1e6d3f039818", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Dimension 1 (X-axis) -> Dimension 2 (Y-axis) -> The Four Quadrants -> The Sweet Spot", "description": "Plot options on two critical dimensions to reveal the optimal quadrant", "familyLabel": null }, "matchId": "d3edfcc7-1595-4f54-995c-6994dba88b2b", "evidence": "The comparison table provides a clear visual representation of the data.", "position": 1, "objective": "To compare Jackpocket's CAC with DraftKings'", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:42:49.345094+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "title": "The chart uses a break in the x-axis to separate 2026 and 2028 projections.", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 5, "textChars": 545, "nDataPoints": 8, "notes": "The chart uses a break in the x-axis to separate 2026 and 2028 projections.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:02.307+00", "seconds": 3.274, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/15", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-15", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Stacked bar chart showing Revenue and EBITDA for 2026 and 2028", "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": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.307+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f53cf500-813a-4d43-9839-32b9a916ef9d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "disclaimer", "text": "(1) Adjusted EBITDA is a non-GAAP financial measure... (2) Expected incremental revenue and Adj. EBITDA due to the Jackpocket acquisition assumes lottery is offered in approximately 65% of the U.S. population...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.307+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b83b025-cf3b-44b0-a802-4c4628e0c14f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.07, "y": 0.19 }, "kind": "legend", "text": "High End of Range; Low End of Range", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.307+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d680c779-6192-4f08-88ed-979424e672f5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.02 }, "kind": "title", "text": "We expect the acquisition of Jackpocket to add Adj. EBITDA(1) of $60M to $100M in FY 2026 and $100M to $150M in FY 2028", "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 11:08:02.307+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d75d348-87eb-4858-85c0-f4a76dffbbbf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.9, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Expected Incremental Revenue and Adj. EBITDA due to Jackpocket Acquisition in Existing OSB and iGaming States Alone(2)", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.307+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25475c5b-ae77-43a6-99ca-ee0252dc76d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 13, "name": "Evidence", "beatId": "325195e1-9dbd-41b9-bf64-9a2abe31b4dd", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The thesis headline and comparison table offer evidence supporting the acquisition's potential benefits.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 23, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:00.88+00", "seconds": 1.822, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/16", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-16", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.14, "w": 0.14, "x": 0.043, "y": 0.05 }, "kind": "image", "text": "DraftKings logo", "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": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:00.88+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c742d91-da38-4358-95af-f0fa7833a401", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.375, "x": 0.078, "y": 0.465 }, "kind": "title", "text": "APPENDIX", "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 11:08:00.88+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c13d1498-b965-400e-8f1f-3ef2eed6473f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 3, "textChars": 163, "nDataPoints": 28, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:05.677+00", "seconds": 6.106, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/17", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-17", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "chart", "text": "Bar chart showing growth from 0.8M in Q1 2017 to 7.1M in Q4 2023", "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 11:08:05.677+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acafefba-13a1-492e-9343-32b9c86bdefb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "The number of unique customers on our platform is rising", "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 11:08:05.677+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6977fed7-456a-40f9-b44e-21b81dd199b5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Unique Customers in the Prior Twelve Months", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:05.677+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c803dc71-7579-49a2-b95b-55be57e31cb2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "729c9e2c-476e-4516-992b-23c5840c42c9", "evidence": "The slide features a bar chart showing growth over time.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:05.645034+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "setup", "title": "Standard financial disclaimer slide.", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 2, "textChars": 253, "nDataPoints": 0, "notes": "Standard financial disclaimer slide.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:01.733+00", "seconds": 2.076, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/18", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-18", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.904, "x": 0.048, "y": 0.148 }, "kind": "disclaimer", "text": "This presentation includes Adjusted EBITDA, Adjusted EBITDA Flow-through Percentage, and Free Cash Flow, which are non-GAAP financial measures that DraftKings uses to supplement its results presented in accordance with GAAP...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:01.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e35e4d77-5ed0-4edb-b9dd-a1127ac942b0", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.237, "x": 0.048, "y": 0.085 }, "kind": "title", "text": "Non-GAAP Financial Measures", "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 11:08:01.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a40c71c-35d9-43da-8621-a60468279ef5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "The table uses lettered footnotes (a-f) to categorize adjustments like stock-based compensation and amortization.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 4, "textChars": 327, "nDataPoints": 168, "notes": "The table uses lettered footnotes (a-f) to categorize adjustments like stock-based compensation and amortization.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:02.991+00", "seconds": 3.152, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/19", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-19", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.96 }, "kind": "disclaimer", "text": "Totals may not sum due to rounding.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81f65031-e289-4411-ac7a-5544436ab0bf", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.82, "y": 0.495 }, "kind": "legend", "text": "(a) Stock-based compensation expense (b) Amortization of acquired intangible assets (c) Transaction expenses (d) Depreciation & amortization (e) Litigation (f) Other", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82ee140f-cdc6-48c7-b862-3f29e25f1855", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.8, "x": 0.09, "y": 0.18 }, "kind": "table", "text": "GAAP to Non-GAAP Operating Expense Reconciliation table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0814a59-8ae7-4f2a-b6f0-fba1ac0869d6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Reconciliation of GAAP Operating Expenses to Non-GAAP Operating Expenses", "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 11:08:02.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6afe4ba1-948d-4fb0-9f64-7cacfaabae3c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "05e38b4d-ed35-4a71-aeef-6717323c0187", "evidence": "The slide contains a table/data reconciling GAAP to Non-GAAP operating expenses.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:40:05.755847+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "title": "Includes detailed footnotes explaining specific line item adjustments.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 4, "textChars": 463, "nDataPoints": 120, "notes": "Includes detailed footnotes explaining specific line item adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:03.553+00", "seconds": 3.677, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/20", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-20", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Footnotes (1) through (6) detailing specific adjustments and accounting treatments.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:03.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f95e0fb7-e366-4652-9562-3a01751a4fc7", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.28, "x": 0.08, "y": 0.41 }, "kind": "paragraph", "text": "We define and calculate Adjusted EBITDA as Net Income (Loss) before the impact of interest income or expense (net), income tax provision or benefit, and depreciation and amortization, and further adjusted for the following items...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:03.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf1301ae-d883-4336-a4e1-a9403d20dba5", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.6, "x": 0.35, "y": 0.22 }, "kind": "table", "text": "Financial reconciliation table with columns for 2023/2022 (3 months) and 2023/2022 (Year ended)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:03.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df9dc10f-1444-49dc-aa98-80ff1183580c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Reconciliation of Net Income (Loss) to Adjusted EBITDA", "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 11:08:03.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75ec0722-99cb-4872-bc52-d84a0a4a0f7e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "29817518-f86d-4705-9d35-6a9ad06f605f", "evidence": "The slide contains a financial reconciliation table.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:40:05.832702+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "The chart shows the bridge from a GAAP loss of ($0.10) to an adjusted EPS of $0.29 through three primary adjustments.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 3, "textChars": 570, "nDataPoints": 5, "notes": "The chart shows the bridge from a GAAP loss of ($0.10) to an adjusted EPS of $0.29 through three primary adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:02.761+00", "seconds": 2.841, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/21", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-21", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.85, "x": 0.08, "y": 0.18 }, "kind": "chart", "text": "Waterfall chart showing GAAP EPS to Adjusted EPS reconciliation", "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": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6a2d0eb-0103-45dc-a9b9-2c17c17ba6ae", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Note: Weighted average number of shares used to calculate Adjusted EPS for Q4 2023 was 468mm; totals may not sum due to rounding. (1) Refers to DraftKings' loss per share attributable to common stockholders calculated and reported in accordance with GAAP. (2) Includes adjustments for (i) loss on remeasurement of warrant liabilities and (ii) litigation, settlement and related costs. (3) Adjusted Earnings Per Share is a non-GAAP financial measure.", "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. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba67c1ce-d2fa-4bf0-b1e5-7ad5c3fcf145", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Non-GAAP Adjusted Earnings (Loss) Per Share Reconciliation", "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 11:08:02.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8d7a9d0-81e3-4a79-be63-e524b2f3dfc8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f59cf6f6-d627-46d7-8e57-860d0da67a8a", "evidence": "chart/waterfall-bridge: Waterfall chart showing GAAP EPS to Adjusted EPS reconciliation", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:46.700737+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "e0070478-f3b0-4435-9482-374b9159157c", "evidence": "The slide uses a standard financial bridge/waterfall chart to reconcile GAAP to non-GAAP metrics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:08:02.761+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "type": "analysis", "title": "Includes Treasury Stock Method (TSM) calculations and warrant adjustments.", "function": "analyze_data", "rawType": "valuation_table", "block": null, "metadata": { "slideType": "valuation_table", "slideTypeCanon": { "name": "Valuation table", "slug": "valuation_table", "status": "active", "canonId": "019de52d-12c3-77cd-8474-6cd39cf844cb", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 3, "textChars": 435, "nDataPoints": 6, "notes": "Includes Treasury Stock Method (TSM) calculations and warrant adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:02.319+00", "seconds": 2.333, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/22", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-22", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.6, "x": 0.05, "y": 0.91 }, "kind": "disclaimer", "text": "Table is not reflective of GAAP diluted share count... (1) Based on Treasury Stock Method... (2) Based on TSM... (3) Based on TSM...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.319+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "117ab2d4-a286-4e4f-a574-37eeed75fe39", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.82, "x": 0.09, "y": 0.318 }, "kind": "table", "text": "Common Shares Outstanding (31-December-23) 472,697; Vested Stock Options @ TSM 18,718; Memo: Vested Stock Options 21,708; Diluted Shares Outstanding 491,415; DEAC Private Placement Warrants 1,094; GNOG Private Placement Warrants 606; Fully Diluted Shares Outstanding 493,115", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:02.319+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdcf5e5b-9c7a-499d-81a7-676c6caae357", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "DraftKings Share Count Detail", "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 11:08:02.319+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bc8b44d-91e5-4a83-a8f1-21ce2cbb48b4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 23, "type": "analysis", "title": "Includes definitions for MUPs and ARPMUP.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 5, "textChars": 1351, "nDataPoints": 4, "notes": "Includes definitions for MUPs and ARPMUP.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:08:03.324+00", "seconds": 3.338, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-cba6-75ee-96ec-851880a765e6/23", "deck": "/decks/019de076-cba6-75ee-96ec-851880a765e6", "deckAnchor": "/decks/019de076-cba6-75ee-96ec-851880a765e6#slide-23", "deckJson": "/decks/019de076-cba6-75ee-96ec-851880a765e6.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.42, "x": 0.05, "y": 0.281 }, "kind": "list", "text": "Monthly Unique Payers (\"MUPs\")\nWe define MUPs as the number of unique paid users per month who had one or more real-money, paid engagements across one or more of our Sportsbook, iGaming, DFS, or other consumer product offerings via our technology. For reported periods longer than one month, we average the MUPs for the months in the reported period.\nMUPs is a key indicator of the scale of our online gaming user base and awareness of our brand.\nWe believe that year-over-year growth in MUPs is generally indicative of the long-term revenue growth potential of our online gaming product offerings, although MUPs in individual periods may be less indicative of our longer-term expectations.", "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 11:08:03.324+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2a7d164-8853-4468-a008-623334f938ca", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.42, "x": 0.05, "y": 0.625 }, "kind": "list", "text": "Average Revenue per MUP (\"ARPMUP\")\nWe define and calculate ARPMUP as the average monthly revenue, excluding revenue from gaming software services, for a reporting period, divided by the average number of MUPs for the same period.\nARPMUP represents our ability to drive usage and monetization of our product offerings.\nWe use ARPMUP to analyze comparative revenue growth and measure customer monetization and engagement trends.", "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 11:08:03.324+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec3d2dea-7042-45ce-98b4-c42a94076398", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.242, "x": 0.097, "y": 0.185 }, "kind": "paragraph", "text": "Key Performance Indicators Millions; Dollars", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:03.324+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "113b68d4-0ff0-40fe-8598-e706b7cf0813", "parentComponentId": null }, { "bbox": { "h": 0.525, "w": 0.45, "x": 0.499, "y": 0.288 }, "kind": "table", "text": "Three months ended December 31, 2023 2022 Average Monthly Unique Payers (\"MUPs\") (in millions) 3.5 2.6 Average Revenue per MUP (\"ARPMUP\") (in whole dollars) $116 $109", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:08:03.324+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fe04fcc-8425-452c-bd15-03a98aa88ffb", "parentComponentId": null }, { "bbox": { "h": 0.038, "w": 0.327, "x": 0.058, "y": 0.04 }, "kind": "title", "text": "DraftKings KPI Comparison", "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 11:08:03.324+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27b9e492-757e-45cb-8d54-4670e945e598", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8d8d09ad-b98b-4283-b86f-676a9edf4f00", "evidence": "table/kpi: Three months ended December 31, 2023 2022 Average Monthly Unique Payers (\"MUPs\") (in millions) 3.5 2.6 Average Revenue per MUP (\"ARPMUP\") (in whole dollars) $116 $109", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:42:36.841747+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 16, "name": "Resolution", "beatId": "8e116a64-6990-4557-8749-ed8b1496ad76", "matchId": "1aea68c0-c00e-4234-96d5-be11ffba2c4b", "beatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "evidence": "The appendix and valuation table provide additional information and context to support the presentation's conclusions.", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 3, "label": "Setup", "description": "The cover page, disclaimer, and key takeaways provide an introduction to the presentation's purpose and main points." }, { "from": 4, "to": 6, "label": "Complication", "description": "The discussion of Q4 core value drivers and the raising of FY 2024 guidance highlights the company's challenges and progress." }, { "from": 7, "to": 12, "label": "Development", "description": "The revenue buildup and market sizing sections provide further context on the company's growth prospects." }, { "from": 13, "to": 15, "label": "Evidence", "description": "The thesis headline and comparison table offer evidence supporting the acquisition's potential benefits." }, { "from": 16, "to": 23, "label": "Resolution", "description": "The appendix and valuation table provide additional information and context to support the presentation's conclusions." } ], "loops": [ { "from": 4, "to": 6, "label": "Before After", "description": "To show the improvement in Q4 core value drivers and FY 2024 guidance" }, { "from": 14, "to": 14, "label": "2x2 Matrix", "description": "To compare Jackpocket's CAC with DraftKings'" }, { "from": 7, "to": 12, "label": "Quick Win Big Bet", "description": "To highlight the potential benefits of the Jackpocket acquisition" } ] }