Trader consensus on Polymarket prices a 60% implied probability that DraftKings (DKNG) will miss Q1 2026 earnings consensus, reflecting caution after the company's February Q4 2025 report delivered 43% revenue growth to $1.99 billion but issued full-year 2026 revenue guidance of $6.5–$6.9 billion—well below Street expectations of $7.3 billion—triggering a 13–17% stock plunge. Analysts now forecast Q1 EPS around $0.10–$0.23 and revenue near $1.65 billion, tempered by rising customer acquisition costs from prediction market competition and FanDuel's 44% U.S. sportsbook market share lead over DKNG's 34%. Key catalysts include the May 7 earnings release and conference call, where margin trends and user growth updates could sway sentiment.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedIf Draftkings releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Market Opened: Apr 23, 2026, 5:19 PM ET
Resolution Source
https://seekingalpha.com/Resolver
0x65070BE91...If Draftkings releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Resolution Source
https://seekingalpha.com/Resolver
0x65070BE91...Trader consensus on Polymarket prices a 60% implied probability that DraftKings (DKNG) will miss Q1 2026 earnings consensus, reflecting caution after the company's February Q4 2025 report delivered 43% revenue growth to $1.99 billion but issued full-year 2026 revenue guidance of $6.5–$6.9 billion—well below Street expectations of $7.3 billion—triggering a 13–17% stock plunge. Analysts now forecast Q1 EPS around $0.10–$0.23 and revenue near $1.65 billion, tempered by rising customer acquisition costs from prediction market competition and FanDuel's 44% U.S. sportsbook market share lead over DKNG's 34%. Key catalysts include the May 7 earnings release and conference call, where margin trends and user growth updates could sway sentiment.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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