NASDAQ$DKNG

Draftkings Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported a revenue increase of 57% compared to the same period in 2021, with the B2C segment growing by 68%.

DraftKings reported strong second-quarter results, exceeding expectations for revenue and Adjusted EBITDA. The company raised its fiscal year 2022 revenue guidance and improved its Adjusted EBITDA guidance, driven by strong customer engagement and progress in capturing operating efficiencies.

  • Second quarter revenue reached $466 million, a 57% increase year-over-year.
  • B2C revenue grew by 68% compared to the same period in 2021, reaching $455 million.
  • Monthly Unique Payers (MUPs) increased by 30% to 1.5 million.
  • Average Revenue per MUP (ARPMUP) increased by 30% to $103.

Headline financials

Total Revenue

$466M

Previous: $298M+56.6%
EPS (adj)

-$0.50

Previous: -$0.76+34.2%
Average Monthly Unique Payers

1.5M

No prior period
Average Revenue per MUP

$103.00

No prior period
Capital Expenditures

-$14.5M

Previous: $3.83M-477.3%
Free Cash Flow

-$232M

Previous: -$120M-92.2%
Net Income

-$217M

Previous: -$306M+28.9%
Operating Income

-$309M

Previous: -$322M+3.9%
Gross Profit

$153M

Previous: $111M+38.7%
Cash & Equivalents

$1.51B

Previous: $2.65B-42.8%
Total Assets

$4.15B

No prior period
Stock-Based Comp

$136M

Previous: $172M-21.1%

Revenue & EPS history

DraftKings · Revenue · Quarterly

$466M

Q2 2022+56.6%vs Q2 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

DraftKings is raising its fiscal year 2022 revenue guidance to a range of $2.08 billion to $2.18 billion and improving its fiscal year 2022 Adjusted EBITDA guidance to a loss of between $765 million and $835 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.8%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+3.4%

Avg return

30 days after

63%

17 / 27 earnings

Positive

+23.9%

Q3 2023

Best reaction

-24.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%-2.4%-3.2%
Q4 2025-13.5%-7.8%+2.8%
Q3 2025+8.6%+12.6%+21.5%
Q1 2025+2.5%+8.2%+1.3%
Q4 2024+15.2%+9.3%-18.5%
Q3 2024+4.9%+9.0%+15.7%
Q2 2024-13.3%-15.1%-6.6%
Q1 2024+0.0%+3.5%-16.0%
Q4 2023+1.6%-5.8%-4.8%
Q3 2023+23.9%+32.0%+43.2%
Q2 2023+5.0%+4.9%-2.0%
Q1 2023+12.1%+11.2%+13.7%
Q4 2022+15.5%+12.3%+0.5%
Q3 2022-24.7%-25.6%-1.1%
Q2 2022+12.7%+18.3%-5.3%
Q1 2022-23.9%-28.9%-11.9%
Q4 2021-15.7%-11.0%-11.1%
Q3 2021+0.2%-8.1%-36.5%
Q2 2021+3.7%+3.4%+20.9%
Q1 2021-12.6%-18.8%-3.0%
Q4 2020+18.9%+13.7%+10.0%
Q3 2020+3.6%+15.6%+21.4%
Q2 2020-3.8%+0.6%+15.0%
Q1 2020+16.8%+17.3%+45.7%
Q4 2019-14.1%-11.1%+0.1%
Q3 2019+0.0%-0.5%+0.0%
Q2 2019+0.2%+0.2%+0.9%
Q1 2019
Q4 2018

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