DraftKings Results Presentation Deck slide image

DraftKings Results Presentation Deck

PRO FORMA DRAFTKINGS P&L AND ADJUSTED EBITDA RECONCILIATION Pro Forma Adjusted EBITDA We define and calculate Pro Forma Adjusted EBITDA as pro forma net loss (giving effect to the Business Combination as if it were consummated on January 1, 2019) before the impact of interest income or expense, income tax expense or benefit and depreciation and amortization, and further adjusted for the same items as Adjusted EBITDA. (1) (2) (3) (4) (in thousands, except percentages) Revenue Cost of revenue Sales and marketing General and administrative Product and technology Loss from operations Interest income (expense), net Loss before income tax expense Income tax benefit (expense) Loss from equity method investment Net Loss Adjusted for: Depreciation and amortization (excluding acquired intangibles) Amortization of acquired intangibles Interest (income) expense, net Income tax (benefit) expense Stock-based compensation (1) Transaction-related costs (2) Litigation, settlement, and related costs (3) Other non-recurring costs and special project costs (4) Other non-operating costs Pro forma Adjusted EBITDA Three months ended September 30, 2019 Pro Forma $ 93,318 (49,295) (59,804) (27,698) (23,954) (67,433) 497 $ 2020 Actual 132,836 (96,569) (203,339) (127,376) (53,909) (348,357) 686 (347,671) 13 (95) $ (347,753) $ 7,828 18,767 (686) (13) 117,035 3,585 2,419 1,645 95 (197,079) $ $ (66,936) 4,312 (62,624) 4,087 17,857 (497) (4,312) 1,981 1,328 710 444 (41,026) Nine months ended September 30, 2020 2019 Pro Forma 321,279 (218,177) Pro Forma 269,259 (137,208) (307,530) (131,789) (257,596) (88,015) (120,070) (67,192) (582,094) (154,945) (2,713) 1,330 (584,807) (3,904) (380) $ (589,091) $ $ 19,102 54,150 2,713 3,904 187,239 3,585 5,771 4,291 380 (307,956) $ $ The amounts for the three and nine months ended September 30, 2020, primarily reflect stock-based compensation expenses resulting from the issuance of awards under long-term incentive plans and, for the nine months ended September 30, 2020, the issuance of our Class B shares (which have no economic or conversion rights) to our CEO, and $10.9 million due to the satisfaction of the performance condition, immediately prior to the consummation of the Business Combination, on stock-based compensation awards granted to SBTech employees in prior periods. Includes capital markets advisory, consulting, accounting and legal expenses related to evaluation, negotiation and integration costs incurred in connection with transactions and offerings. The transaction costs related to the Business Combination described in footnote 2 on the following page have been eliminated in calculating our pro forma net income for the nine months ended September 30, 2020 pursuant to the principles of Article 11 of Regulation S-X. In 2019, these costs related to exploratory acquisition activities. Includes primarily external legal costs related to litigation and litigation settlement costs deemed unrelated to our core business operations. Includes primarily consulting, advisory and other costs relating to non-recurring items and special projects, including, for the three and nine months ended September 30, 2019, the cost of our move to our new Boston headquarters, executive search costs and, for the three and nine months ended September 30, 2020, implementation of internal controls over financial reporting and tax structuring advisory costs. (153,615) 13,036 (140,579) 11,609 54,134 (1,330) (13,036) 9,106 2,603 2,411 1,816 (73,266) | 10
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