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Analyst
Jordan Bender
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 20%1 of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 1 company
DKNGDraftKings Inc.5 questions · 5 reporting periods · 1 of 5 challenging
Calendar 2026 Q2
Are you may be able to talk about that dynamic of cross-sell from Horse and Jackpocket and DFS into prediction markets in these new states
Show response
Robins framed the multi-vertical footprint and cross-sell engine as core strategy, seeing similar-or-better cross-sell than early Sportsbook launches.
Calendar 2026 Q1
are you starting to see investment spending like marketing come down across the Prediction Market business?
Show response
Robins sized full-year Predictions investment at $200-300M and said the rest of the business should do $1 billion-plus in adjusted EBITDA.
Calendar 2025 Q4
a question we often get is who are these prediction market players.
Show response
Robins said predictions players skew to California and Texas and otherwise resemble existing customers; handle moves reflect higher net revenue margin.
Calendar 2025 Q2
I'm getting your pregame handle was down year-over-year in the quarter. Should we expect that to grow in the second half?
Show response
Robins declined to isolate pregame handle, emphasizing multiple revenue levers and 16% in-game growth led by baseball.
Calendar 2025 Q1
curious to get your thoughts around becoming larger on a global scale through M&A
Show response
Robins reiterated international is optional, with a very high bar given the U.S. opportunity and the cost of distraction.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| DKNG DraftKings Inc. | 5 | 20%1 of 5 questions |
- DKNGDraftKings Inc. · 5 questions20%1 of 5 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 100%1 of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch3
- Demand2
- Subscriber Growth1
- Capex Investment1
- Capital Allocation1
- M&A1
- Geographic Expansion1