DraftKings (DKNG) reported $1.99 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 42.8%. EPS of $0.36 for the same period compares to -$0.28 a year ago.
The reported revenue represents a surprise of -0.02% over the Zacks Consensus Estimate of $1.99 billion. With the consensus EPS estimate being $0.50, the EPS surprise was -28%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how DraftKings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Average Revenue per MUP (ARPMUP): $139.00 compared to the $123.86 average estimate based on two analysts.
- Monthly Unique Payers (MUPs): 4.8 million compared to the 5.13 million average estimate based on two analysts.
- Revenue- Sportsbook: $1.35 billion versus the three-analyst average estimate of $1.35 billion.
- Revenue- Other: $137.87 million versus the three-analyst average estimate of $151.53 million.
- Revenue- iGaming: $500.18 million versus $483.41 million estimated by three analysts on average.
View all Key Company Metrics for DraftKings here>>>
Shares of DraftKings have returned -23.4% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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DraftKings Inc. (DKNG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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