DraftKings bets on 2027 iGaming rebound after user acquisition surge

The US operator's 76% uptick in iGaming customer acquisition has yet to translate into comparable revenue growth, although there were positive signs in October DraftKings is banking on its aggressive iGaming customer acquisition strategy delivering stronger returns in 2027, after attracting significantly more players in Q3 without a corresponding increase in net revenue. The operator increased iGaming customer acquisition by 76% year-on-year during Q3 2026, while gross revenue rose 7% and net revenue 2%. The gap reflected higher promotional spending to attract new customers, with DraftKings expecting those players to generate greater value as they mature.