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奥本海默表示,DraftKings将做市机制融入预测是推动营销支出增加的关键因素。

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-- 奥本海默周三在一份电子邮件报告中指出,DraftKings (DKNG) 将做市功能整合到预测服务中,被视为推动营销支出增加的关键因素,因为它可以提高客户终身价值并降低获客成本。 该券商预计 DraftKings 第一季度营收和息税折旧摊销前利润 (EBITDA) 分别为 16 亿美元和 1.43 亿美元,高于华尔街普遍预期的 16.3 亿美元和 1.5 亿美元。报告还预测,第二季度营收和 EBITDA 分别为 16.7 亿美元和 2.84 亿美元,高于华尔街预期的 15.7 亿美元和 2.71 亿美元。 奥本海默认为,4 月份的持仓量强劲,而根据一些非正式的使用情况来看,围绕利润提升和早期盈利的策略可能会在 5 月份支撑交易量,因为去年同期的同比数据有所下降。 该公司表示,目前尚未看到任何预测服务版本能够促使世界杯期间的营销支出大幅增加,但如果做市功能加速发展,这种情况可能会发生改变。 DraftKings将于周四公布第一季度财报。 奥本海默维持对DraftKings的“跑赢大盘”评级,目标价为35美元。

Price: $24.58, Change: $+0.40, Percent Change: +1.68%

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奥本海默表示,DraftKings将做市机制融入预测是推动营销支出增加的关键因素。 | FINWIRES