DraftKings outlined an expanded growth strategy and long-term financial framework ahead of its presentation on Monday at its Investor Day event. On a broad scale, DraftKings management expects to see a $55B to $80B 2030 industry gross revenue opportunity. 

The expected 2030 industry gross revenue opportunity reflects continued state legalization of sportsbooks and casinos, growth in existing jurisdictions, and the expansion of DraftKings Predictions. As a key driver of the opportunity, DraftKings Predictions is seen as enabling the company to offer sports event contracts in states without regulated online wagering, expanding its reach to nearly the entire U.S. population.

The company also plans to highlight with its presentation how it will increase deployment of AI across the platform to drive efficiency and operating leverage. 

Finally, the company also announced plans to launch a new Super App, branded DraftKings Sports & Casino, which brings together the sportsbook, predictions, casino, and lottery businesses into one seamless, integrated experience through a single account and wallet, with access tailored to each jurisdiction.

Notably, phase one of the integration is expected before the NCAA March Madness basketball tournament begins, with additional upgrades planned throughout the year. The Super App will leverage DraftKings experience and infrastructure operating the top-rated sportsbook to offer a unified sports experience, available nationwide. The Super App introduction could be considered a competitive threat to FanDuel, BetMGM, Kalshi and Polymarket.