DraftKings is repositioning itself for the next phase of growth in the United States real-money gambling. Company leadership says the total addressable market could reach between $55 billion and $80 billion in annual gross revenue by 2030, driven by continued state legalization, expansion in existing markets, and the rollout of new product formats.
At the center of that strategy is a unified Super App designed to bring most of DraftKings’ gambling verticals under one roof.
The new platform, DraftKings Sports & Casino, will combine Sportsbook, Casino, Lottery, and DraftKings Predictions into a single app with one account and wallet. Daily fantasy sports will remain separate.
The first phase of the rollout is expected around March Madness, with additional upgrades planned throughout the year. The goal is straightforward. Simplify the experience and make the product usable nationwide, even in states where traditional online sports betting is not yet legal.
Availability will depend on local laws. In states like California, where sports betting remains illegal, customers would not see the sportsbook product but could access DraftKings Predictions.
CEO Jason Robins has emphasized that the Super App allows DraftKings to run national marketing campaigns that apply across the entire country instead of only in regulated sportsbook states. That broader footprint is central to the company’s long-term revenue targets.
DraftKings Predictions allows users to trade sports event contracts rather than place traditional sportsbook wagers. The structure enables participation in states without regulated sports betting, significantly expanding potential reach.
Currently, the company operates in partnership with groups including CME Group and Crypto.com, functioning as an introducing broker. In 2025, DraftKings acquired Railbird, a designated contract market licensed by the Commodity Futures Trading Commission. Railbird has not yet launched its own market, but leadership has indicated that owning more of the infrastructure stack will be a priority.
Management says the objective is to control the end-to-end customer experience and the economics tied to it. A more integrated model could improve margins while deepening engagement.
Artificial intelligence will play a larger role across the platform, from personalization to operational efficiency. DraftKings believes AI-driven improvements in product, marketing, and risk management will enhance what it calls its customer lifetime value engine.
Long term, the company is targeting at least a 30 percent adjusted EBITDA margin, with the potential for expansion as scale increases. The market is likely heading for a more nationally connected gambling ecosystem, and this could be our first sneak peek at what it might look like.
Samantha has a passion for all things casino, especially for the development in new slots games and technology. She has a background in psychology and loves to study strategies behind gambling in her spare time.
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