Market ShareAnalysts note that sustained leadership in betting volume and revenue points to continued market share gains that could support further upside in company performance.
MonetizationAnalysts highlight that improved betting hold and favorable game outcomes have amplified revenue relative to betting activity, enhancing monetization and potential margin expansion.
Product ExpansionAnalysts point out that the rollout of prediction markets and planned migration to the acquired exchange could accelerate customer onboarding, enable faster product innovation, and improve long-term unit economics.