Viamedia Geo-Graph · Prepared for DraftKings · Q1 2027

Follow the Line

Budget

Your playbook, and where Geo-Graph fits

Based on public reporting through Oct 26, 2026.

Brand

Take Your Game Anywhere

Kevin Hart and Nick Jonas launched your first nationwide football season on Aug 31, across broadcast, streaming, digital, social and out-of-home, with live-sports versions and more talent to come.

Geo-Graph adds

A national spot has to cover both products. Local cells let each state see only the one it can use.

Growth

Predictions, led by four states

More than 1 million customers have used DraftKings Predictions, with "multiple millions" expected by the end of the NFL season. Growth is strongest in California, Texas, Florida and Georgia.

Geo-Graph adds

Weight follows those four states first, and cells pause as soon as cost per first trade slips.

Budget

More spend, pulled forward

You've said acquisition in states without online betting has been efficient, and that you expect to spend more there, possibly pulling some 2027 investment forward. The 2027 outlook comes on the November earnings call.

Geo-Graph adds

A Q1 test that shows market by market where that extra spend works, in time for the 2027 plan.

Core

Sportsbook in 27 states and DC

Sportsbook handle was up 15% year over year to start the NFL season, and Q1 holds the biggest betting weeks of the year.

Geo-Graph adds

Sportsbook creative only where it's legal, weighted toward reactivating players around the playoffs, Super Bowl LXI and March Madness.

Lifetime value

Cross-sell from Predictions

A double-digit share of Predictions customers has already moved into Pick6, lottery and daily fantasy.

Geo-Graph adds

Market reporting that shows which cells produce customers who cross-sell, not just the cheapest first trade.

Footprint

One line, two products

Sportsbook in 27 states and DC, Predictions with sports in 18 more, and no DraftKings sports product in Mississippi, Montana, Nevada, Washington or Wisconsin.

Geo-Graph adds

The state line decides the creative, and no dollar lands where neither product can sign anyone up.

of cells live in states with a DraftKings sports product

Weekly flighting

Proposed next step

A Q1 two-product test

Markets

Houston and Los Angeles (Predictions plus Spanish-language), Atlanta and Miami (Predictions), and Philadelphia (Sportsbook).

Window

Jan 1 through Super Bowl LXI, with markets and creative locked in December.

Measure

First trades and cross-sell in Predictions markets, reactivation and handle in Philadelphia, each against matched cells that don't run.

Decision

By late February, results feed the 2027 Predictions spend plan, market by market, and scale into March Madness.

Viamedia Geo-Graph · Daniel, Viamedia