DraftKings is adjusting its marketing to reach online casino customers who prefer slots, chief executive Jason Robins said at a gaming and lodging conference. Robins said the company’s table-game market share was much higher than its slots share and expected the shift to show in earnings, although he did not specify when.
The strategy could shift DraftKings’ customer acquisition focus within its online casino business.
Quarter ended 30 September 2026
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Allwyn has appointed former Virginia Lottery executive director Khalid Reede Jones as chief executive of Allwyn North America, the company said. He is due to take up the role on 6 July and will be based in Chicago, with a remit that includes supporting the Illinois Lottery as an operating partner.
DraftKings chief executive Jason Robins said the operator was roughly level with FanDuel for US sports betting in the third quarter. DraftKings reported $13.9bn in sports consumer volume, including sportsbook and prediction-market activity, while Flutter reported about $12bn in US sportsbook handle; Citizens analysts put DraftKings ahead across 13 states and Washington, DC, in September, with 37.4% handle share against FanDuel’s 34.2%.
DraftKings was essentially tied with FanDuel for the sports betting industry’s top spot this quarter, chief executive Jason Robins said.
DraftKings CEO Jason Robins said he would be surprised if the company’s 2027 investment in prediction markets exceeded the $300m midpoint of its plan. He said DraftKings would monitor court rulings and adjust spending, and described non-sports event contracts as a “hidden gem”.
DraftKings' CEO would be surprised if its 2027 prediction-market investment exceeded the $300m midpoint of its plan. Jason Robins said the group would track court rulings and adapt its spending, and saw an overlooked opportunity in non-sports event contracts.
DraftKings cut an undisclosed number of jobs last week, according to media reports, and declined to comment on personnel decisions. The cuts came days before the company reported third-quarter revenue of $1.33bn and reduced its 2026 adjusted EBITDA guidance to $175m-$275m from $700m-$900m.
DraftKings made job cuts last week, marking at least its second layoff round in 2026. The company has not disclosed how many people were affected. A DraftKings spokesperson said the company would not comment on personnel decisions.
DraftKings increased iGaming customer acquisition by 76% year on year in Q3 2026, while gross revenue rose 7% and net revenue 2%. CEO Jason Robins said October gross revenue growth accelerated to 12% year on year, and the company expects the new customer cohorts to contribute more in 2027.