Mar. 19 at 12:44 PM
Bullish
$DKNG's Predictions product 2030 estimates per
Morgan Stanley's 3/4/26 report, "DKNG Post Analyst Day/TMT Takeaways":
- Long-term GGR TAM (
$BN): PM
$10 DKNG TAM forecast
- Implied Market Share: PM 20.0% MSe assumption
- Implied 2030 DKNG GGR (
$BN): PM
$2 TAM x GGR Share
- Promo Assumption (% of GGR): PM 5.0% Minimal/low promo capacity
- Implied 2030 NGR TAM (
$BN): PM
$1.9 GGR x Promo %