jason robins

Core sports betting business now generates strong cash flow; prediction market product showing enormous growth; World Cup acquired customers retained at 20% post-event, providing momentum into NFL season.

Core sports betting business on track for $1B revenue and strong cash flow; World Cup exceeded expectations on all metrics with 20% post-tournament engagement increase in July carrying into peak NFL season. Predictions product showing enormous growth. Responsible marketing to adults (not college campuses) positions brand for long-term regulatory durability.

World Cup exceeded expectations on all metrics with 20% increase in July after tournament ended; new and reactivated customers continuing to engage into fall season, the company's most important period, while avoiding controversial marketing to under-21 demographics.