Latest ideas and analyses related to sports betting

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VICI , MGM , DKNG , GNOG , PENN , CZR , RRR , WYNN , LVS , RSI , ACEL , GENI

+38 pts



Americas Gaming 1Q22 recap: Further de-risking of estimates, reassess peak-to-trough amidst recession fears

By ethonomics on May 19, 2022, 5:35 p.m.
Tagged topics: sports betting , online gambling

Views: 31, Votes: 4, Responses: 0, Attachments: 1
DKNG , PENN , CZR , MGM , RSI , GENI

+20 pts



Agree. Betting activity poised to sustain in light of sporting calendar, particularly for online pure plays like DKNG which will benefit in case of potential...

By suth on Nov. 26, 2021, 12:50 p.m.
Tagged topics: sports betting , selling overdone

Views: 3, Votes: 1, Responses: 0, Attachments: 0
PENN , DKNG , GENI , CZR , RSI , MGM

+44 pts



Sell off in the gaming sector appears overdone

By ethonomics on Nov. 25, 2021, 11:28 a.m.
Tagged topics: sports betting , selling overdone

Views: 100, Votes: 6, Responses: 1, Attachments: 1
DKNG

+35 pts



$DKNG - product rollouts in parlays, live-betting, and iGaming should provide tailwinds over next 12 months, and upside to 2022 guidance

By phenphen on Nov. 8, 2021, 11:41 a.m.
Tagged topics: conservative guidance , sports betting , online gambling , iGaming , upside to estimates , Entain

Views: 60, Votes: 2, Responses: 0, Attachments: 4
ABNB , DKNG , ETSY , EVER , FLNT , LYFT , MSGM , PTON , SKLZ , TRUP , UBER , W , ZG

+47 pts



Internet earnings previews

By josiebe on Nov. 1, 2021, 11:13 a.m.
Tagged topics: ride share , earnings preview , travel recovery , sports betting , online furniture shopping

Views: 67, Votes: 13, Responses: 0, Attachments: 1
DKNG , RSI , GENI , FUBO

+33 pts



Into #NFLseason, limited differentiation is driving intense competition for customer acquisition

By phenphen on Nov. 1, 2021, 10:55 a.m.
Tagged topics: sports betting , iGaming , NFL season

Views: 44, Votes: 2, Responses: 0, Attachments: 1
DKNG , MGM , ENT

+34 pts



Not pursuing $ENT is a positive news for $DKNG and $MGM because it allows better focus on pursuing US digital market

By phenphen on Oct. 26, 2021, 12:49 p.m.
Tagged topics: gaming , sports betting , mergers and acquisitions

Views: 175, Votes: 3, Responses: 0, Attachments: 2
DKNG

+33 pts



$DKNG - 5 Takeaways for Sports Betting from September State Data

By phenphen on Oct. 19, 2021, 12:52 p.m.
Tagged topics: sports betting , online gambling , Needham

Views: 58, Votes: 3, Responses: 0, Attachments: 2
DKNG , PENN , VICI , LVS

+5 pts



This was a great piece of research for sure. I will try to post my research too. Thank you very much for sharing. I look...

By uniqueerique on Oct. 19, 2021, 7:42 a.m.
Tagged topics: digital transformation , deep dive , sports betting , online gambling , Goldman Sachs , iGaming

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DKNG , PENN , VICI , LVS

+11 pts



Solid road ahead for online sports betting and igaming. Still prefer $CZR and $MGM the vegas leveraged names as conventions make a comeback as well...

By Supersaverguy on Oct. 18, 2021, 2:30 p.m.
Tagged topics: digital transformation , deep dive , sports betting , online gambling , Goldman Sachs , iGaming

Views: 1, Votes: 2, Responses: 0, Attachments: 0
DKNG , PENN , VICI , LVS

+55 pts



Goldman says the digital evolution poised to transform the gaming industry (deep dive)

By ethonomics on Oct. 18, 2021, 1:58 p.m.
Tagged topics: digital transformation , deep dive , sports betting , online gambling , Goldman Sachs , iGaming

Views: 1646, Votes: 6, Responses: 2, Attachments: 2
PENN , GENI , DKNG

+32 pts



Needham says $PENN market share rebound on track and $GENI leverage on exclusive NFL deal increasingly clear

By phenphen on Oct. 7, 2021, 3:41 p.m.
Tagged topics: sports betting , Needham , Vegas , iGaming

Views: 182, Votes: 1, Responses: 0, Attachments: 2
DKNG

+36 pts



$DKNG - Needham believes market share consolidation and faster penetration outside US drove #Entain deal

By phenphen on Sept. 24, 2021, 11:23 a.m.
Tagged topics: sports betting , mergers and acquisitions , Needham , iGaming , Entain

Views: 206, Votes: 2, Responses: 0, Attachments: 2
DKNG

+32 pts



$DKNG - Deutsche lowers estimates on more aggressive competition than expected

By phenphen on Sept. 13, 2021, 5:02 p.m.
Tagged topics: analyst lowers estimates , sports betting , Deutsche Bank , NFL season

Views: 150, Votes: 1, Responses: 0, Attachments: 2
DKNG , PENN , GENI , RSI

+35 pts



Needham bullish on $DKNG $PENN $GENI and $RSI heading into #NFLseason

By phenphen on Sept. 10, 2021, 12:46 p.m.
Tagged topics: sports betting , Needham , iGaming , NFL season

Views: 218, Votes: 1, Responses: 0, Attachments: 2
GENI , DKNG , CZR

+31 pts



$GENI - Oppenheimer believes raised guidance still conservative given recent contract wins and #NFLseason

By phenphen on Sept. 9, 2021, 11:22 a.m.
Tagged topics: conservative guidance , sports betting , Oppenheimer , upside to estimates , NFL partnership

Views: 126, Votes: 1, Responses: 0, Attachments: 2
DKNG

+32 pts



$DKNG - Deutsche believes Canada's launch of single game wagering will convert skeptics

By phenphen on Aug. 30, 2021, 12:43 p.m.
Tagged topics: sports betting , Deutsche Bank , iGaming , Canada

Views: 59, Votes: 1, Responses: 0, Attachments: 2
DKNG

+32 pts



$DKNG - competition, football season, iGaming in New Jersey, and clarity on New York and Florida, to dictate 2H performance

By phenphen on Aug. 9, 2021, 10:43 a.m.
Tagged topics: earnings results , sports betting , online gambling , iGaming , football season

Views: 118, Votes: 1, Responses: 0, Attachments: 14
DKNG , GNOG , RSI

+31 pts



$DKNG - GNOG's 5m customer database will fuel DKNG's data science engine to target likely iGamers

By phenphen on Aug. 9, 2021, 10:27 a.m.
Tagged topics: deep dive , sports betting , online gambling , mergers and acquisitions , JP Morgan , Needham , iGaming

Views: 136, Votes: 1, Responses: 0, Attachments: 4
DKNG

+34 pts



$DKNG - first takes on Q2 look strong, but tone on the call will likely drive shares

By phenphen on Aug. 6, 2021, 11:10 a.m.
Tagged topics: earnings results , sports betting , online gambling , Deutsche Bank , Needham , Jefferies , iGaming

Views: 67, Votes: 1, Responses: 0, Attachments: 6