Blackmrprophet74, CPA (@blackmrphophet) 's Twitter Profile
Blackmrprophet74, CPA

@blackmrphophet

ID: 1580272827948847104

calendar_today12-10-2022 19:03:21

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NJ OSB for March 25, #fanduel was the clear leader with respect to GGR. Year over year, the following vendors incurred a decline lead by #ESPNBET, Fanduel, bet365 US and $CZR. Unless cuts to promo spend, key vendors like Fanduel and $DKNG missed revenue target. SteveBrubaker

NJ OSB for March 25, #fanduel was the clear leader with respect to GGR. Year over year, the following vendors incurred a decline lead by #ESPNBET, Fanduel, <a href="/bet365_us/">bet365 US</a>  and $CZR. Unless cuts to promo spend, key vendors like Fanduel and $DKNG missed revenue target. <a href="/stevebrubaker/">SteveBrubaker</a>
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NJ OSB for Q125, #fanduel was the clear leader with respect to GGR. Year over year, the following vendors incurred a decline lead by @fanduel, $DKNG and $CZR. Without massive reduce promo spend by key vendors like FanDuel and $DKNG revenue target will be missed. SteveBrubaker

NJ OSB for Q125, #fanduel was the clear leader with respect to GGR. Year over year, the following vendors incurred a decline lead by @fanduel, $DKNG and $CZR. Without massive reduce promo spend by key vendors like <a href="/FanDuel/">FanDuel</a> and $DKNG revenue target will be missed. <a href="/stevebrubaker/">SteveBrubaker</a>
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Michigan OSB for March25, were terrible for all vendors excluding $CZR and $RSI. #fanduel was the leader over $DKNG in all key metrics. Y/Y, vendors NGR decreased double digit excluding CZR and Rush. Rules are vendors friendly, Net margin revenue is still very low SteveBrubaker

Michigan OSB for March25, were terrible for all vendors excluding $CZR and $RSI. #fanduel was the leader over $DKNG in all key metrics. Y/Y, vendors NGR decreased double digit excluding CZR and Rush. Rules are vendors friendly, Net margin revenue is still very low <a href="/stevebrubaker/">SteveBrubaker</a>
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Michigan OSB for Q125, was good for all vendors even with a bad March. #fanduel was the leader over $DKNG in all key metrics, NGR 2x higher. Average hold rate 12%. Y/Y, all vendors NGR increased double digit. Favorable gross margins due to the state low tax rate SteveBrubaker

Michigan OSB for Q125, was good for all vendors even with a bad March. #fanduel was the leader over $DKNG in all key metrics, NGR 2x higher. Average hold rate 12%. Y/Y, all vendors NGR increased double digit. Favorable gross margins due to the state low tax rate <a href="/stevebrubaker/">SteveBrubaker</a>
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Michigan, March 2025, #betmgm has retaken the lead over #fanduel in iGaming from a GGR perspective. Year over year, all vendors achieved an increase. Golden Nugget providing valuable return for $DKNG. SteveBrubaker

Michigan, March 2025, #betmgm has retaken the lead over #fanduel in iGaming from a GGR perspective. Year over year, all vendors achieved an increase. Golden Nugget providing valuable return for $DKNG. <a href="/stevebrubaker/">SteveBrubaker</a>
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Michigan Q125, #BETMGM was the lead over #fanduel in iGaming from a GGR perspective. Year over year, all vendors achieved double digit growth excluding $DKNG. Golden Nugget provided valuable return for #DraftKings management, combine total still missed 35% target. SteveBrubaker

Michigan Q125, #BETMGM was the lead over #fanduel in iGaming from a GGR perspective. Year over year, all vendors achieved double digit growth excluding $DKNG. Golden Nugget provided valuable return for #DraftKings management, combine total still missed 35% target. <a href="/stevebrubaker/">SteveBrubaker</a>
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Pennsylvania March25, average hold rate was only 5.8%. #Fanduel was the leader over $DKNG all key metrics. Year over Year, excluding #BETMGM vendors NGR decreased, lead by $CZR and FanDuel . #DraftKings promo spend increased 23% and handles slightly declined. SteveBrubaker

Pennsylvania March25, average hold rate was only 5.8%. #Fanduel was the leader over $DKNG all key metrics. Year over Year, excluding #BETMGM vendors NGR decreased, lead by $CZR and <a href="/FanDuel/">FanDuel</a> . #DraftKings promo spend increased 23% and handles slightly declined. <a href="/stevebrubaker/">SteveBrubaker</a>
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Pennsylvania, Q125, average hold rate 6.9%. #Fanduel was the leader over $DKNG in all metrics, NGR 2X higher. Quarter over Quarter, all vendors NGR declined significantly. In a mature state, #Draftkings promo spend increased 43%. Will vendors lower FY guidance. SteveBrubaker

Pennsylvania, Q125, average hold rate 6.9%. #Fanduel was the leader over $DKNG in all metrics, NGR 2X higher. Quarter over Quarter, all vendors NGR declined significantly. In a mature state, #Draftkings promo spend increased 43%. Will vendors lower FY guidance. <a href="/stevebrubaker/">SteveBrubaker</a>
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Massachusetts Q125, $DKNG in its home state didn't achieve its year over year GGR guidance target of 35%. Consistent with the trend in many other states, sports outcomes were fan friendly, vendors like #draftkings and FanDuel have performed below expectations. SteveBrubaker

Massachusetts Q125, $DKNG in its home state didn't achieve its year over year GGR guidance target of 35%. Consistent with the trend in many other states, sports outcomes were fan friendly, vendors like #draftkings and <a href="/fanduel/">FanDuel</a> have performed below expectations. <a href="/stevebrubaker/">SteveBrubaker</a>
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Rush Street Interactive, $RSI 2025 Q1 resulted Net revenue 20.7% higher, Gross profits 25.6% higher year over year. Gross margins were higher and it achieved profitability from its day to day operation, increased by 851.%. Adjusted EBITDA increased by 94.8% Y/Y. SteveBrubaker

Rush Street Interactive, $RSI 2025 Q1 resulted Net revenue 20.7% higher, Gross profits 25.6% higher year over year. Gross margins were higher and it achieved profitability from its day to day operation, increased by 851.%. Adjusted EBITDA increased by 94.8% Y/Y. <a href="/stevebrubaker/">SteveBrubaker</a>
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Rush Street Interactive $RSI, has achieved increased profitability from its day to day operations for the last five quarters. Positive net income and EPS has increased the last three quarters. Consistently beating estimates, stock continue to underperform. SteveBrubaker

Rush Street Interactive $RSI, has achieved increased profitability from its day to day operations for the last five quarters. Positive net income and EPS has   increased the last three quarters. Consistently beating estimates, stock continue to underperform. <a href="/stevebrubaker/">SteveBrubaker</a>
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Ohio, March25, Average hold rate was 7%. #Fanduel was the clear leader over $DKNG in all key metrics. Year over Year, vendors like #fanduel #DraftKings #BETMGM and others didn't achieve its NGR targets. Three vendors incurred a loss after state taxes. 👀 SteveBrubaker

Ohio, March25, Average hold rate was 7%. #Fanduel was the clear leader over $DKNG in all key metrics. Year over Year, vendors like #fanduel  #DraftKings #BETMGM and others didn't achieve its NGR targets. Three vendors incurred a loss after state taxes. 👀 <a href="/stevebrubaker/">SteveBrubaker</a>
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Some key take aways from Rush Street Interactive $RSI, earnings call. Management continue to execute with little media coverage. The numbers do not lie if the data is correct. SteveBrubaker Contessa Brewer

Some key take aways from Rush Street Interactive $RSI, earnings call. Management continue to execute with little media coverage. The numbers do not lie if the data is correct. <a href="/stevebrubaker/">SteveBrubaker</a> <a href="/contessabrewer/">Contessa Brewer</a>
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Ohio, Q125 vs Q124, handles excluding Promo increased by 24%, NGR declined by 15%, promo spend increased by 2%. #fanduel was the leader over $DKNG in key metrics, both missed NGR target badly. Fanatics and bet365 US achieved the highest NGR % increase Y/Y. SteveBrubaker

Ohio, Q125 vs Q124, handles excluding Promo increased by 24%, NGR declined by 15%, promo spend increased by 2%. #fanduel was the leader over $DKNG in key metrics, both missed NGR target badly. Fanatics and <a href="/bet365_us/">bet365 US</a> achieved the highest NGR % increase Y/Y. <a href="/stevebrubaker/">SteveBrubaker</a>