•
Sep 30, 2023

DraftKings Q3 2023 Earnings Report

DraftKings reported revenue of $790 million, a 57% increase year-over-year, driven by customer engagement and efficient acquisition.

Key Takeaways

DraftKings reported strong third quarter results with revenue of $790 million, a 57% increase compared to the same period in 2022. The company is raising its fiscal year 2023 revenue guidance to a range of $3.67 billion to $3.72 billion and improving its fiscal year 2023 Adjusted EBITDA guidance to between ($95) million and ($115) million.

Revenue increased by 57% year-over-year to $790 million.

Average monthly unique payers increased by 40% year-over-year to 2.3 million.

Average revenue per monthly unique payer increased by 14% year-over-year to $114.

The Company expects to generate approximately $200 million of positive Adjusted EBITDA in the fourth quarter of 2023.

Total Revenue
$790M
Previous year: $502M
+57.4%
EPS
-$0.35
Previous year: -$1
-65.0%
Monthly Unique Payers
2.3M
Previous year: 1.6M
+43.8%
Average Revenue per MUP
$114
Previous year: $100
+14.0%
Gross Profit
$247M
Previous year: $129M
+90.7%
Cash and Equivalents
$1.11B
Previous year: $1.38B
-19.6%
Free Cash Flow
$133M
Previous year: $46.8M
+184.8%
Total Assets
$3.86B
Previous year: $4.19B
-7.9%

DraftKings

DraftKings

Forward Guidance

DraftKings is raising its fiscal year 2023 revenue guidance to a range of $3.67 billion to $3.72 billion and improving its fiscal year 2023 Adjusted EBITDA guidance to between ($95) million and ($115) million. DraftKings is introducing a fiscal year 2024 revenue guidance range of $4.50 billion to $4.80 billion and fiscal year 2024 Adjusted EBITDA guidance of between $350 million and $450 million.