The September edition of our U.S. Sports Betting Market Monitor is now live. 3Q25 OSB hold is tracking positively, with Jul-Aug near last quarter’s peak levels and NFL trading (weeks 1-3) only slightly behind expectations, per channel checks. We spotlight Fanatics’ NY whale-driven surge to ~12% share of U.S. handle, FanDuel’s ongoing slippage, and bet365’s NFL app download breakout. Elsewhere, DFS+ is crossing into prediction markets as Underdog and (likely) PrizePicks embed PMs into their core apps, a structural shift with enterprise value implications. Also inside: a BettorMetrics-powered analysis of college football uptime by operator, and our review of the Kalshi app—still far off OSB leaders.
