Sports Betting: Where can a full stack carry Predictions beyond the World Cup?

Research evidence excerpt

Sports Betting: Where can a full stack carry Predictions beyond the World Cup?

13 July 2026

Estimate Change

U.S. Entertainment

Sports Betting: Where can a full stack carry Predictions beyond

the World Cup?

This weekend’s sports pile-up (Conor McGregor’s return, the Messi & England show, a full Ian Moore

+1 917 344 8434 MLB slate, the Scottish Open, and the men’s final at Wimbledon) may have delivered the

ian.moore@bernsteinsg.com single largest July customer-acquisition moment the sports betting & prediction complex

has ever seen. We continue to argue, however, that the weekend’s fireworks are prologue

Nosher Ali Khan rather than plot, especially for DraftKings. The more consequential development remains the

+1 917 344 8578

nosher-ali.khan@bernsteinsg.com company’s steady march toward full-stack integration of its Predictions platform, a milestone

that could begin converting development spend into incremental top-line monetization as

early as NFL season. As the market continues to reward near-term handle, volume, or user-

add signals, recent outlays can create the foundation for a likely structural payoff that the

tape has yet to fully register.

We see a clean path for DK Predictions volumes to inflect further in 2H26. The media

rails still help as the NBCUniversal and Telemundo tie-ins funnel the highest-intent soccer

audience into the app, but the durable edge is that DraftKings is the only sportsbook pairing

a sportsbook-scale audience with ownership of the full regulated PM stack underneath

it. Its own exchange, DKeX, rebranded from Railbird and launched in June, sits below the

Predictions front-end (IB, FCM), and the company is bringing the brokerage and market-

making layers in-house rather than routing its customers through someone else’s P&L.