https://draftkings.gcs-web.com/static-files/c7ab1873-7f2a-4945-9020-939e545e75cb
Lots to like here:
- Increasing estimated North American TAM from $67b to $80b
- 5 states contribution positive in 2021 with 10 more expected to be contribution positive in 2022
- Increasing long term adjusted EBITDA outlook
- Currently live in only 17 states representing 36% of the US population
- Currently operating in more states than any other operator
- 80% customer retention YoY with >120% revenue retention YoY
- Customer acquisition is occurring at a faster rate than before
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