This monthly report provides a digest of news developments and data points, including forecasts, for the emerging market for regulated sports betting in the United States. New content this month includes quick takes on the issues du jour, including how DFS+ companies might pivot amid potential TAM contraction and why DraftKings might consider swooping for Mexico’s Caliente; a quantitative analysis of what an OSB monopoly in Florida would mean for Hard Rock Bet; updated, proprietary GGR-by-brand estimates for low-visibility state OSB markets, as well as the national OSB market; and a granular look at by-brand digital advertising activity during the 2023 NFL season.
