NASDAQ$DKNG

Draftkings Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

DraftKings reported Q4 2025 revenue of $1.99B with net income of $136M and adjusted diluted EPS of $0.36.

Q4 revenue increased 43% to $1.99 billion as sportsbook net revenue margin and customer engagement improved. Net income was $136 million versus a loss a year ago; adjusted diluted EPS was $0.36 and adjusted EBITDA hit a record $343 million. FY 2026 revenue guidance is $6.5B–$6.9B with adjusted EBITDA of $700M–$900M including DraftKings Predictions investment.

  • Revenue $1.99B (+43% YoY).
  • Net income $136M; adjusted EPS $0.36.
  • Adjusted EBITDA $343M in Q4.
  • FY26 revenue guide $6.5B–$6.9B.

Headline financials

Total Revenue

$1.99B

Previous: $1.39B+42.8%
EPS (adj)

$0.36

Previous: $0.14+157.1%
Average Monthly Unique Payers

4.8M

Previous: 4.8M+0.0%
Average Revenue per MUP

$139.00

Previous: $97.00+43.3%
Net Income

$136M

Previous: -$135M+201.2%
Operating Income

$152M

Previous: -$139M+209.0%

Revenue & EPS history

DraftKings · Revenue · Quarterly

$1.99B

Q4 2025+42.8%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The release discusses DKNG's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • DKNG cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 2025

+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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