The July edition of our U.S. Sports Betting Market Monitor is now live. OSB GGR rose 15% y/y, but the Duopoly gave up share as challengers like bet365 and Fanatics gained ground—one through efficiency, the other through aggressive UA. We break down what’s driving D.C.’s GGR-per-adult surge, how SGP-boosted NFL hold could set records this fall, and why CA has become a live-fire policy battleground across OSB, DFS, and PMs. Plus: the latest on Polymarket’s U.S. return and what that signals for prediction market M&A strategy.
