DraftKings Investor Day Presentation Deck
We are acquiring customers much faster than before; more OSB customers per adult
acquired in AZ over two quarters than in NJ over eight quarters
Cumulative Acquired OSB Customers Per Adult(¹) Over Time
Increased
marketing spend
vs. original state
launch playbook
at lower CPA
First Quarter
We acquired ~3.5% of AZ's adult population in our first
two quarters with OSB, compared to ~1.3% in our first
two quarters with OSB in NJ
Second Quarter
NJ (Actuals) (²)
Third Quarter
Fourth Quarter
(1) Cumulative acquired OSB players per adult defined as distinct DraftKings users who played OSB in each respective state divided by the adult population in that state.
(2) Cumulative DraftKings OSB players per adult acquired in New Jersey; note New Jersey represents 2.7% of the U.S. adult population.
(3) Cumulative DraftKings OSB players per adult acquired in Arizona; note Arizona represents 2.2% of the U.S. adult population.
AZ (Actuals) (3)
Fifth Quarter
I
I
1
Sixth Quarter
1
Customer Cohort
Economics
Seventh Quarter
State Level
Economics
I
Enterprise
Economics
Eighth Quarter
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