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In this 53-page report, exclusively available to Enterprise Tier subscribers, we use our proprietary methodology and nationwide testing group to test, score, and rank the performance of U.S. sports betting apps. In our latest round of testing—conducted across eight states (AZ, CO, IL, MI, NJ, OH, PA, and TN) in September 2026—DraftKings retained their top ranking, with FanDuel, Fanatics, Caesars, and Hard Rock Bet rounding out the top-5.

The October edition of our U.S. Online Casino Monitor is now live, with data current through September 2026. U.S. iCasino growth continues to slow, increasingly pointing toward a maturing market. GGR growth averaged 13.8% y/y in 3Q26, its weakest quarterly pace of the post-COVID era, with September matching August’s 12.6% low. This month’s lead analysis explores potential drivers of the slowdown, including a less productive OSB-to-casino cross-sell funnel, more selective customer acquisition, and changing player economics. Underlying wagering trends add support to the maturation thesis. Pennsylvania iCasino handle grew 5.5% y/y in September, with slots up 12.7% while tables declined 5.1%. Tables weakness remains concentrated among the largest sportsbook-linked operators, consistent with softer OSB-driven casino activity. Meanwhile, bonusing growth continued to materially outpace handle in both PA (+26% vs. +6%) and CT (+35% vs. +6%), with limited apparent stimulation of incremental wagering activity. Competitive dynamics are shifting incrementally. DraftKings’ estimated U.S. iCasino GGR share recovered to 21.5% in 3Q26, narrowing FanDuel’s lead to approximately 130bps, its smallest gap in the past year. The recovery comes as DraftKings has also narrowed the OSB GGR share gap with its chief rival. Elsewhere, Fanatics and BetRivers continue to gain casino NGR share while moderating bonusing intensity, per Pennsylvania data and our estimates. Also inside: BetRivers’ in-house content bet: Parent RSI is preparing to launch proprietary casino games, entering a field where DraftKings generated $550mm in first-party GGR in 2025. The potential upside is meaningful, but developing hit games is far from guaranteed. Acquisition trends: Hard Rock and Fanatics led October standalone casino app-download growth at +523% and +71% y/y, respectively, while several established leaders posted declines. Game performance: AGS’ Blackjack Single Deck climbed to No. 1 overall in September, while IGT’s Cash Eruption remained the largest game by estimated GGR share (1.63%). Legislative outlook: Virginia and D.C. remain among the more plausible mid-term expansion candidates, while the newly elected governor of Ohio introduces a new dynamic into the state’s legalization debate.

The October edition of our U.S. Sports Betting Market Monitor is now live, with data current through August nationally and September where state-reported data are available. September NGR rebounded sharply, but underlying demand growth remained modest. Preliminary data show handle growth improving to +2% y/y across the select-state cohort following August’s -5% decline, broadly consistent with 2026 trends outside the World Cup months. Bonusing remained down 22% y/y despite NFL kickoff, while net hold improved to ~5% against an exceptionally weak prior-year comparison, supporting +65% y/y NGR growth across reporting states. DraftKings overtook FanDuel in estimated U.S. OSB GGR share for the first time in our post-COVID tracking, moving narrowly ahead in 3Q26 (31.7% vs. 31.4% through August). The milestone caps a multiyear narrowing of FanDuel’s lead and is consistent with DraftKings’ broader execution strength, including its consistently top-ranked performance in EKG’s national hands-on sportsbook app testing. Meanwhile, challengers Hard Rock, Fanatics, and bet365 now collectively control ~21% of estimated U.S. OSB GGR. Is AI beginning to reshape sportsbook acquisition and retention economics? Despite sustained prediction market competitive spending, BetMGM reported materially improved CPAs and paybacks in 3Q26. We explore whether AI-driven marketing optimization could be contributing to improving acquisition efficiency across the sector. On the product side, our propreitary testing found encouraging early feedback on Hard Rock’s AI Insights, suggesting AI-powered research and bet discovery could become useful customer engagement and retention tools. BetMGM’s 3Q26 results also offer an early look at how incumbents are adapting to persistent prediction market pressure. OSB handle increased 3% y/y despite a 9% decline in actives, while handle and NGR per active rose 13% and 18%, respectively. The strategy appears to be improving player-level economics without a corresponding easing of PM competitive intensity, although sustained acquisition restraint raises longer-term questions about customer replenishment. Additional topics this month include: Injury protection economics: Seven of eight major sportsbooks now offer some form of coverage. Our channel checks suggest FanDuel’s 3% fee could eventually become an industry standard, even as Fanatics pushes free, full-game protection. NFL in-play performance: New BettorMetrics benchmarking shows average moneyline uptime improving 9.3pp to 86.4%, led by bet365, with average overround largely unchanged. Prediction market demand: Our PMI Databook Dashboard provides daily sport- and league-level visibility unavailable in traditional state-reported OSB data, with NFL and college football accounting for more than 40% of recent U.S. sports PM Contract Volume.