Clark Lampin's questions to Draftkings Inc (DKNG) leadership • Q4 2024
Question
Clark Lampin from BTIG requested more detail on the assumption for structural hold trends and the rationale behind the more deliberate mention of international expansion.
Answer
CEO Jason Robins explained that confidence in a higher long-term structural hold ceiling comes from the accelerating rate of improvement in bet mix, which has exceeded expectations. On international expansion, he clarified that the commentary was not intended to signal a change in strategy; the primary focus remains the U.S. and Canada, and any international moves would be opportunistic rather than a near-term priority.