All right. We're here, of course, with Jason Robins, the co-founder and CEO of DraftKings, here on kickoff weekend for the National Football League in the U.S. And, Jason, we got our first game last night, obviously, a rematch of the Super Bowl match with the Seahawks defeating the Patriots. The big question so much isn't who won on the field, but I guess what the business actually looked like for DraftKings on day one of the biggest sport in the US.
Well, it's always an exciting time of year for us and for all sports fans. When NFL is starting, it's a big start to the biggest sport. And also this fall is when the entire sport calendar is very active. Usually the summer is a bit of a lighter period. This year, we had the World Cup, obviously, which was a big thing in the middle of the summer, but usually it's a little lighter, just baseball and a few other things going on. But now, in the fall, we have all four major sports going at once coming up in just a short while. And so this is really kind of the kickoff of it with college football, of course, starting and then NFL kicking off last night. And really just excited that the season's here. It's going to be a huge season for us. I think we have now our sports product available nationwide, which is the first time we've really been able to do that. So I'm pretty excited to see what that brings.
So, comparing—I know we're just kind of starting the fall here, but as you look to your numbers from last year, are you anticipating meaningful growth year-over-year in all of sort of those key metrics, both in terms of the handle growth, the share of wagering that's occurring live, as well as some first-time depositors?
Yeah. I think that our expectation is absolutely that we see growth across all of our products. But I think the biggest growth is going to come from the prediction space. Sportsbook is growing nicely, though, definitely seeing great growth there. iGaming is growing. So, still seeing very healthy, strong growth there. But predictions—this is the first NFL season that for the whole season we've had our offering available on a broader basis. So, I think that's going to be a huge part of this, our story.
Do you have any insight, at least for last night in that first game, like how much business actually went to the prediction markets part of DraftKings relative to the sportsbook?
Yeah. I don't want to put out any numbers just yet, but we will certainly be providing some updates on that in the not too distant future. But as you can imagine, given this was the first time—week one, game one, I should say—that we've had a predictions product, it's pretty big for us.
I am curious just about kind of the balance between these sort of two sides of the business, the traditional sportsbook and the emerging predictions business, particularly in light of the legal fight that you and others have been having with Kalshi and some of the other prediction market pioneers in this space. We had that recent ruling in that Ninth Circuit, and now I believe New Jersey has now filed that Supreme Court petition. And we just learned, I think a couple of days ago, that that was docketed. Are you prepared right now to actually file an amicus brief to the Supreme Court on this issue? And if so, what side are you taking?
Well, we're not involved in any of these things. So we're going to stay on the sidelines. We're obviously an interested party in seeing what the outcomes are, but we've chosen to operate in states that do not have legal online sports betting that we are licensed to do. And we have not been involved in any of the court cases, and we'll continue to take that position.
Can you tell me what you want the outcome of the Supreme Court case to be?
You know, I think the most important thing is that there's clarity. I think, unlikely, but obviously an unfortunate outcome would be one that's not totally clear and results in additional litigation. It would be nice to just get a clear answer and understand what the rules of the road are. And we're happy to operate under whatever that clear answer might be. We just need to understand what that is, and hopefully we'll get there soon.
Well, what if there isn't a clear answer? Is this a situation where DraftKings becomes sort of this weird company where you're going to basically be able to do prediction markets in certain areas, but then on the sportsbook side, basically, it becomes a bit more bifurcated with regards to where you can actually operate across the US and how?
Well, eventually we will get to a clear answer. It's just what is the process to get there. But I think there will be a clear answer. It won't operate in the current state that it's in now. That's why the court process exists. So we just have to be patient and wait for that to play out.
