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    Clark Lampin

    Managing Director and Senior Analyst at BTIG

    Clark Lampin is a Managing Director and Senior Analyst at BTIG, specializing in coverage of the interactive entertainment and digital advertising sectors with a focus on high-growth technology companies. He has covered leading names such as AppLovin, Flutter Entertainment, and Roblox, providing detailed insights and investment analysis on their performance and strategic direction. Lampin has established himself as a key voice on earnings calls for these firms since joining BTIG, following prior experience in equity research and financial analysis at other institutions. He holds multiple FINRA securities licenses and is recognized for his thorough industry expertise and effective institutional client communication.

    Clark Lampin's questions to DraftKings (DKNG) leadership

    Clark Lampin's questions to DraftKings (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.

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