By SectorWire desk ·
Macquarie now forecasts $190bn in prediction market activity for 2026. The estimate covers taker volume, principally from retail and recreational traders, and increases its earlier $169bn projection.
Macquarie’s increased forecast gives operators and investors a higher estimate of prediction market taker volume for 2026.
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Linked through shared companies, regulators and people, or one step further through the graph.
Kalshi’s sports contract share and DraftKings’ app download share give investors measures of prediction market competition.
The forecast and sports share indicate the scale of a growing market in which established US bookmakers are seeking a larger presence.
Macquarie’s reduced prediction market volume forecast still implies growth of 8.5 times last year’s volume.
Macquarie forecasts growth for US online betting and iGaming operators ahead of Q3 results despite recent gambling share declines.
Beynon’s assessment gives investors a view of DraftKings’ prediction market growth alongside its core business performance.
The forecasts set out analysts’ expectations for prediction market transaction volumes.