DraftKings recently announced plans to launch a unified mobile platform, integrating nearly all of its gaming products under a single brand. This new app, named "DraftKings Sports & Casino," aims to merge sports betting, online casinos, lotteries, and prediction markets into one interface. The initial launch is scheduled before March Madness with continuous updates throughout 2026. Users will access the integrated experience through one account and one wallet, with available products depending on state regulations. In plain terms, all kinds of gambling on DraftKings will be handled through one app, eliminating the need to switch between different apps.
One app covering the entire US, with the prediction market as a strategic high ground
DraftKings currently offers online sports betting in 26 states and the District of Columbia and provides prediction markets in most states through DraftKings Predictions. In the 17 states where online sports betting is not available, the company offers sports event contract trading. The new platform will integrate these products and customize access permissions according to the legal frameworks of each jurisdiction. The company states that this super app will leverage its top-ranked sports betting experience and infrastructure to provide a unified national sports experience. CEO Jason Robins revealed that about 80% to 90% of the 11 million customers are currently using the existing app, and the company knows how to attract and retain customers, now including both sports betting and prediction markets.
DraftKings entered the prediction market in December 2025, competing with platforms like Kalshi, Polymarket, and FanDuel Predicts. The company cites analysts' estimates that DraftKings Predictions could eventually generate up to $10 billion in annual total revenue. The general manager of the prediction market segment stated that its adjusted gross margin is estimated to be 10% to 30% higher than that of the sports betting business, partly because sports event contracts are not subject to state taxes.
Financial goals and operational adjustments are progressing simultaneously
The super app is part of DraftKings' broader long-term plan, with the company anticipating it could capture a gross revenue opportunity of $55 billion to $80 billion in the gambling industry by 2030. In the fourth quarter of 2025, the company's revenue was $1.99 billion, up 43% year-over-year; annual revenue exceeded $6 billion, up 27% year-over-year. Meanwhile, operating costs are also rising, with cost of revenue reaching $1 billion in the fourth quarter. The company confirms it is undergoing restructuring to reduce general and administrative expenses, potentially cutting about 5% of its workforce, saving about $30 million annually. DraftKings is also expanding the use of AI tools across the platform to improve efficiency and operational leverage, with a long-term goal of achieving at least a 30% adjusted EBITDA profit margin.
With the launch of the super app, DraftKings is also expanding its geographical footprint. The company recently obtained a supplier license from the Arkansas Racing Commission and, pending regulatory approval, will be able to partner with Southland Casino Hotel to offer online sports betting, increasing the number of sports betting states it covers to 30. The company has already started operations in Puerto Rico and Ontario, and its fantasy sports cover 44 jurisdictions. Since its establishment in 2012, DraftKings has grown from a fantasy sports company to the second-largest gaming operator in the US market.
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