DraftKings SPAC Presentation Deck
1 U.S. ONLINE SPORTS BETTING MARKET WILL BE
THE LARGEST GLOBALLY
($ in billions)
$14 (1)
(1)
(2)
(3)
(4)
(5)
Eilers&Krejcik
Gaming
ESTIMATED U.S. ONLINE SPORTS BETTING MARKET AT MATURITY
$15 (2)
BARCLAYS
$18 (3)
(4)
$22
$23
(5)
Implied U.S. Market (NJ) Implied U.S. Market (U.K.) Implied U.S. Market (AU)
Source: New Jersey Division of Gaming Enforcement; H2 Gambling Capital Global All Product Summary Report, June 2019; U.S. Census Bureau; U.K. Office for National Statistics. Eilers &
Krejcik Gaming; Barclays Research, October 2018.
Eilers estimate represents the online portion of revenues for its "Retail + Online" scenario.
Barclays estimate represents the "retail and mobile sports betting estimate with remote registration" less the "retail only estimate".
Implies market size based on New Jersey's percentage of the U.S. population. 2023E NJ GGR assumes H1'19 annualized GGR of $180 million grows at 5 year historical iGaming
CAGR of 28% per year until 2023 at which point the market reaches a mature state.
Implies market size based on 2023E U.K. GGR per adult of $88 and a U.S. adult population of 254 million people. 2023E U.K. GGR applies 5 year historical OSB CAGR of 13% in the
U.K. to 2018 GGR of $2.4 billion.
Implies market size based on 2023E Australia GGR per adult of $92 and a U.S. adult population of 254 million people. 2023E Australia GGR per H2 Gambling Capital Global.View entire presentation