스포츠 베팅 트렌드 및 소비자 참여 인사이트

### 스포츠 베팅과 소비자 참여의 성장하는 교차점
* 🏈 NFL 베팅의 결과가 점점 더 고객 친화적으로 변하고 있다는 믿음이 널리 퍼져 있으며, 최근의 성과는 **우승 후보가 자주 승리**하고 **스타 플레이어가 뛰어나다**는 것을 보여줍니다.
* 📈 3분기에는 중립적인 실적을 기록했지만 **기대치를 상회하는 실적**을 달성하여 장기적인 고객 참여에 도움이 되는 '고객이 승리하는' 강력한 성과를 보였습니다.
* 💡 이 회사는 **프로모션 비율과 총 마진이 전년 동기 대비 300% 포인트 증가**하고 **분기 고객 확보 비용이 20% 감소**하는 등 상당한 개선이 이루어졌다고 밝혔습니다.
* 🗳 미국 대선이 다가오면서 사람들이 예측과 추측에 참여하는 것을 즐기는 문화적 변화를 반영하듯 **선거 시장에서도 베팅에 대한 소비자들의 관심이 눈에 띄게 증가**하고 있습니다.
* 📜 이 회사는 스포츠 베팅을 넘어선 사업 확장에 관심을 표명했지만, 특히 **선거 관련 베팅의 경우 법적 및 규제 기준을 준수**할 것이라고 강조했습니다.
* 🏛 최근 미주리주가 스포츠 베팅을 승인한 **18번째 주**가 된 것에서 알 수 있듯이 주 차원의 합법화 노력은 매우 중요하며, 이는 베팅 환경을 개선할 것으로 기대됩니다.
* 📺 스포츠 콘텐츠에 대한 접근성이 높아짐에 따라 소비자가 더 적극적으로 참여하여 베팅 산업의 성장을 촉진할 수 있기 때문에 **선형 TV에서 온라인 스트리밍으로의 전환**은 베팅 시장의 순풍으로 여겨지고 있습니다.
* 🌍 전반적으로 스포츠 시청과 베팅의 결합은 소비자가 더 많은 정보를 얻고 참여하고자 하는 더 큰 추세의 일부이며, **이는 미국과 전 세계에서 업계의 확장**에 기여하고 있습니다.

스포츠와 베팅에 대한 관심이 높아지는 것은 참여와 정보에 대한 소비자들의 욕구를 반영합니다.

There's this idea that the street's fixated on that there were customer-friendly outcomes, particularly in the realm of NFL. Is that true to your mind? And what's a customer-friendly outcome? Well, Q3 actually, we said that we had neutral outcomes. So, you know, we had exactly kind of as we expected, and we ended up having a beat in Q3, which is great. Q4 aside from these, these outcomes would have been on track for the same. So basically, what it means is that the favorites won a lot, and the big-name players scored touchdowns and had a lot of yards. And sometimes that happens in sports. You know, the book sometimes wins, sometimes the customers win. And it's hard to know, right, because we're only, you know, halfway through the quarter yet how it's all going to end. It could easily swing the other way. But at this point for the quarter, at least the five weeks that we're into it, the customers are winning.

And you know, over the long term, that's great. We need our customers to win. Sometimes they want to win, sometimes that's part of experiencing the product. So we're really excited, though, that the fundamentals are super strong. We saw 300 bips year-over-year improvement in both promotional rate and gross margin percentage. CACs were down 20% in the quarter. Lots of really good things going on. It's law. There's lots of things full stop going on. Let's get to technology in a little bit. But in a week where you have a US election and it's getting towards the end of the year. The holidays are fast approaching. How does sports betting stand out? Like what is the consumer attitude towards placing a bet in a week like this one? Obviously, a lot of distraction with the election going on. But, you know, as you might imagine, people are even talking about speculating on one side or the other, the election markets.

And that was available in certain places, too. So, you know, I think it's very much part of the culture now that people want to be, you know, a participant by having an idea or a prediction, a viewpoint on what they think is going to happen. And I think betting is really just part of that overall trend. Jason, I want to jump in on that. Pony market call, a lot of people's attention. Would you go that would you expand past sports? But we would only do it if it were in a legal and regulated fashion. So, you know, these types of markets on elections are regulated at the federal level. It's different than the way betting is regulated. You know, it's something that maybe we would consider looking into before the next election. But I do think that it's only something that we would do in a legal, regulated environment, which is what differentiates us from some of those

that are offering, and some are offering it legally now, too. There is a legal framework for it as well, but not everybody is. Let's just talk about that for that passage of legalization. Is that going to be easier under the next administration? I mean, also, just from the point of sports betting, too, we see Missouri Common Line, for example. Well, definitely for us, it's really, you know, the states that are legalizing. And so a lot of what we were watching were the various outcomes in statehouses and governor's races around the nation. Obviously, there is some impact from federal, you know, the federal government impacts every industry in some way or another. But, you know, taxes are other ways, corporate taxes, meaning, but you know, in terms of legalization, ah, action is really at the state level. So, as you noted, Missouri as big win passed a ballot initiative to legalize sports betting and very excited about

that. Missouri's the 18th largest state and a huge sports state. Really great sports fans in Missouri. So excited about that one. Hopefully that'll get up and running soon. And, you know, hopefully we'll see even more action when the legislatures come back in session in Q1. Jason, we focus a lot on this program about how sport is access, the technology right to transition from linear television to OTI. And I'm fascinated by how the betting markets either benefit or don't benefit from that. Right? The consumer has so many options about how to watch sport and pay for it. You know, it's astonishing, actually, what flows out of my bank account each month. Is that a tailwind or a headwind to you when you're thinking about bets being placed in parallel? Well, I think it's actually a tailwind in that it's part of the overall trend we're seeing, which is sports. And the interest in sports continues to

grow and betting is a part of that. They're very intertwined. So I think they feed off each other as more and more people can see more and more sports from around the world, not just their favorite sports or their favorite teams, but they can watch any team or they can watch any sport. And that access is there. That's going to be a benefit to our business. But it's really part of the same overall megatrend, which is, you know, information is easier to come by for the consumer, and the consumer wants to be a more active participant because they have more information and have a viewpoint on things. And I think that's why you're seeing this megatrend around betting that continues to grow the overall industry in the US and really internationally as well.

DraftKings Would Expand Outside of Sports If Legal: CEO

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NFL 베팅에서 고객 친화적인 결과

이 회사의 3분기 실적은 중립적이었으며, 우승 후보들이 승리하고 유명 선수들이 득점하면서 예상했던 것보다 나은 성적을 거두었습니다.

이번 분기에는 장기적인 관계에 도움이 되는 고객들이 승리하는 모습을 보였습니다.

프로모션 비율과 총 마진율이 개선되고 고객 확보 비용이 20% 감소하는 등 강력한 펀더멘털이 분명하게 드러났습니다.

베팅은 사람들이 예측을 하고 자신의 관점을 공유하며 참여하고자 하는 하나의 문화 현상으로 자리 잡았습니다.

발표자는 합법적이고 규제된 방식으로만 비스포츠 시장으로의 확장을 고려하고 있습니다.

합법화 추진은 주로 주 차원에서 이루어지고 있으며, 최근 미주리 주에서는 스포츠 베팅 합법화를 위한 주민투표안이 통과되었습니다.

미주리주의 스포츠 현장과 베팅 시장

미주리주는 미국에서 18번째로 큰 주이며 스포츠 팬층이 두터운 지역으로, 다가오는 스포츠 이니셔티브에 대한 기대감이 높습니다.

선형 TV에서 온라인 스트리밍으로의 전환은 소비자의 스포츠 시청 및 결제 방식에 영향을 미치고 있습니다.

스포츠에 대한 관심이 높아지면서 더 많은 베팅이 이루어지고 있기 때문에 이러한 추세는 베팅 시장에 순풍으로 작용할 것으로 보입니다.

스포츠 시청과 베팅의 상호 연결

글로벌 스포츠의 접근성이 높아지면서 베팅 산업이 성장하고 있습니다.

이제 소비자들은 더 많은 정보와 다양한 관점을 갖게 되면서 적극적인 참여에 대한 욕구가 커지고 있습니다.

정보에 쉽게 접근할 수 있는 이러한 메가트렌드는 미국뿐만 아니라 전 세계적으로 베팅 산업의 지속적인 성장에 기여하고 있습니다.