DraftKings

DKNG Q4 2022 Earnings

Reported Feb 16, 2023 at 4:19 PM ET · SEC Source

Q4 22 EPS

$N/A

Est. $-0.59

Q4 22 Revenue

N/A

Est. $800.2M

vs S&P Since Q4 22

-54.2%

TRAILING MARKET

DKNG +22.8% vs S&P +77.0%

Market Reaction

Did DKNG Beat Earnings? Q4 2022 Results

DraftKings capped fiscal 2025 with a standout fourth quarter, doubling Wall Street's earnings expectations and delivering its first full-year GAAP profit as the online betting giant's scale advantages came into sharp focus. The company posted Q4 adju… Read more DraftKings capped fiscal 2025 with a standout fourth quarter, doubling Wall Street's earnings expectations and delivering its first full-year GAAP profit as the online betting giant's scale advantages came into sharp focus. The company posted Q4 adjusted diluted EPS of $0.36, well ahead of the $0.18 consensus estimate, while revenue climbed 42.8% year-over-year to $1.99 billion, edging past the $1.97 billion forecast. The key driver was a meaningful expansion in Sportsbook net revenue margin alongside efficient customer acquisition, which propelled Adjusted EBITDA to $343.20 million in the quarter, nearly four times the year-ago level. For the full year, DraftKings generated $6.05 billion in revenue and $619.99 million in Adjusted EBITDA, while recording a slim but historic positive GAAP net income of $3.71 million. Despite the strong results, shares fell sharply following the report, as investors weighed 2026 guidance of $6.50 billion to $6.90 billion in revenue against planned investment in DraftKings Predictions, a new federally regulated event contracts platform management views as a significant long-term growth opportunity.

Key Takeaways

  • Continued healthy customer engagement
  • Efficient acquisition of new customers
  • Higher Sportsbook net revenue margin
  • 43% increase in Average Revenue per MUP to $139
  • Higher net revenue margin across both Sportsbook and iGaming
24/7 Wall St

DKNG YoY Financials

Q4 2022 vs Q4 2021, source: SEC Filings

24/7 Wall St

DKNG Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q3 25

“We closed 2025 on a high note. Fourth quarter revenue increased 43% year-over-year and we achieved records for revenue and Adjusted EBITDA. Our core business is strong as we enter 2026.”

— Jason Robins, Q4 2022 Earnings Press Release