OpenBet and Sportradar did not renew their American Gaming Association memberships in January, according to updated membership data. Their departures follow exits by DraftKings, FanDuel and Fanatics, amid divisions over prediction markets; neither supplier responded to a request for comment.
Supplier departures highlight divisions over prediction markets and reduce the American Gaming Association’s digital-supplier membership.
Quarter ended 30 September 2026
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Global wagers on the 2026 FIFA World Cup could exceed $50bn, according to Macquarie analyst Chad Beynon, compared with more than $35bn at the 2022 tournament. Deutsche Bank estimates US betting handle could reach about $3.3bn, including approximately $1.3bn for FanDuel and $1.1bn for DraftKings. Macquarie forecasts the event could lift operator EBITDA by 2% to 5% in 2027.
Macquarie raised its target price for Rush Street Interactive to $30, citing the company’s results and higher 2026 EBITDA projections, according to a media report. The report said RSI’s projected EBITDA rose 9%, while its shares increased 22%; it also cited forecast reductions at DraftKings and Flutter and a 23% share-price fall for Sportradar.
Citizens Equity Research analyst Jordan Bender estimated that US prediction markets account for about 5% of regulated sports betting volume, equivalent to roughly US$8bn annually. The analysis said operators without prediction-market exposure could face a slight negative effect; it also reported average bets of US$185 on prediction platforms, compared with US$55 at regulated online sportsbooks.
Flutter Entertainment is one of 10 stocks recommended for investors to own in 2026 by a financial publication, according to the report. It is the only gaming company on the list; shares were down 14% in 2025, and an analyst said FanDuel Predicts was expected to launch imminently.
FanDuel and DraftKings are pursuing prediction-market products in the US, while investors remain cautious amid legal and regulatory uncertainty, the report says. DraftKings’ app is expected to launch across 38 states; FanDuel may follow. The report says DraftKings’ product operates under Commodity Futures Trading Commission oversight and routes trades through regulated exchanges.