People walk by a banner outside of the New York Stock Exchange for the initial public offering of Flutter Entertainment, the parent company of FanDuel, on Jan. 29, 2024.FanDuel parent Flutter Entertainment will spend $2.6 billion (2.3 billion euros) to acquire Italian gambling company Snaitech from Playtech, adding to a string of deals that aim to boost international growth.In an email to CNBC, a Flutter spokesperson said the company is "hugely excited" to add another leading brand to its portfolio "in what ...

Key TakeawaysFlutter Entertainment is expanding its international market with the acquisition of Snaitech, one of the largest online gambling companies in Italy.Flutter owns a number of gambling companies in a number of markets, including FanDuel in the U.S.The deal values Snaitech at 2.3 billion euros ($2.56 billion), and is expected to close in the second quarter of next year. FanDuel parent Flutter Entertainment (FLUT) said Tuesday that it has agreed to a deal to acquire Snaitech, one of Italy's largest ...

NEW YORK, Sept. 16, 2024 /PRNewswire/ -- FanDuel, North America's premier online gaming company, announced it has appointed Caralyn Cooley as the company's new Chief People Officer (CPO). Cooley will join FanDuel's Executive Leadership Team (ELT) reporting to CEO Amy Howe. In her role as CPO, Cooley will be responsible for the continued acceleration of FanDuel's people strategy reflecting the company's extraordinary growth trajectory. Cooley joins FanDuel as a seasoned multi-time CPO, with deep experience s ...

文章核心观点 - 美国体育博彩行业经过几年的激烈竞争,已经形成了两大巨头FanDuel和DraftKings占据主导地位,合计市场份额达68%-72% [3] - 行业整体正在向盈利转型,FanDuel和DraftKings都有望在2023年实现盈利 [4] - 2023年NFL赛季将为行业带来大量新的投注机会,有望推动FanDuel等龙头公司的业绩增长 [6] 根据目录分别总结 行业格局 - 美国体育博彩行业经过几年激烈竞争,已经形成了两大巨头FanDuel和DraftKings占据主导地位,合计市场份额达68%-72% [3] - 其他主要竞争对手包括BetMGM、Caesars等,但市场份额较小 [3] - 行业整体正在向盈利转型,FanDuel和DraftKings都有望在2023年实现盈利 [4] 行业发展趋势 - 行业整体用户数量有望在未来几年内翻倍 [4] - 2023年NFL赛季将为行业带来大量新的投注机会,有望推动FanDuel等龙头公司的业绩增长 [6] - 行业内公司正在努力降低营销推广成本,提高盈利能力 [3] 公司表现 - FanDuel作为行业龙头,2022年收入占母公司Flutter Entertainment总收入的37% [4] - FanDuel和DraftKings的股价目前被认为是合理估值,其中DraftKings的内在价值被低估约13% [4] - Flutter Entertainment作为FanDuel的母公司,凭借其在英国和全球的规模优势,被认为更具长期投资价值 [4]

FanDuel Casino makes one lucky player a millionaire through FanDuel Casino's $1M Jackpot Summer Sweepstakes.NEW YORK, Sept. 9, 2024 /PRNewswire/ -- Today, FanDuel Casino, announced that it has officially made one lucky player a millionaire through FanDuel Casino's $1M Jackpot Summer Sweepstakes. Agostino Limongelli, 62 years old, is officially a millionaire, after winning FanDuel Casino's $1M Jackpot Summer Sweepstakes. Agostino will be awarded the $1,000,000 grand prize from FanDuel Casino."With over 100,0 ...

Featuring former NBA Star Randy Livingston – who experienced problem gambling - and his wife Anita Smith, the newest members of FanDuel's RG Ambassador Program Program provides educational resources, including a video series on the risks of underage gambling, the importance of proactive, informed conversations and where to seek help or learn moreNEW YORK, Sept. 4, 2024 /PRNewswire/ -- September marks Responsible Gaming Education Month, and today FanDuel, the premier online gaming company in North America, a ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Flutter Entertainment PLC (FLUT) : This company which is an online sports betting and iGaming operator, has seen the Zacks Consensus Estimate for its current year earnings increasing 41% over the last 60 days.Genesco (GCO) : This specialty retail and branded company which sells footwear and accessories in retail stores throughout the U.S., Canada, the United Kingdom and the Republic of Ireland, has seen the Zacks Consensus Estimate for ...

文章核心观点 - Flutter Entertainment公司发布了最新的财报,业绩表现优异 [1][2][3] - 公司在美国市场的表现出色,收入和利润均大幅增长 [4] - 公司还上调了2024年的收入指引,预计美国收入将增长3%至62亿美元,集团收入将同比增长20% [5] 公司业绩 - 公司调整后每股收益为2.61美元,大幅超出分析师预期的1.42美元 [2] - 收入为36.1亿美元,也超出分析师预期的26.5亿美元,同比增长20% [3] - 公司在美国市场的表现出色,新老州份的业务均有良好增长,产品和定价优势明显 [4] 股价表现 - 受益于良好的财报,Flutter Entertainment股价当日上涨8.2%,成交量大幅增加 [6]

Key TakeawaysShares of FanDuel parent Flutter Entertainment jumped Wednesday, a day after it reported better-than-expected second-quarter earnings and lifted its full-year revenue outlook.Revenue and net income rose year-over-year, leading Flutter to also lift its outlook for its U.S. and non-U.S. revenue for the full year.The company also tightened its focus on the U.S. in the quarter, shifting its headquarters and primary stock listing to New York. Shares of FanDuel parent Flutter Entertainment (FLUT) sur ...

财务数据和关键指标变化 - 公司Q2收入同比增长20%,调整后EBITDA同比增长17%至7.38亿美元 [18] - 公司Q2净利润2.97亿美元,每股收益增长290% [18] - 公司Q2自由现金流1.71亿美元,去年同期为负9500万美元 [19] - 公司财务杠杆比率从去年12月底的3.1x下降至2.6x,接近2-2.5x的中期目标区间 [20] 各条业务线数据和关键指标变化 - 美国业务收入同比增长39%,调整后EBITDA同比增长51% [21] - 美国体育博彩收入增长41%,受益于投注额增长35%和毛利率提升 [22] - 美国在线赌场收入增长47%,反映了公司在直营赌场业务的增长和产品改善 [22] - 英国和爱尔兰业务收入和调整后EBITDA同比增长18%,受益于在线博彩业务持续增长和欧洲杯赛事 [23] - 澳大利亚业务收入下降10%,受到当地赛马市场疲软的影响 [24] - 国际业务收入增长16%(按固定汇率计算),主要受益于MaxBet收购和其他市场的12%有机增长 [24] 各个市场数据和关键指标变化 - 美国市场FanDuel在Q2占据近40%的市场份额,体育博彩和在线赌场的新客户增长超过30% [10][11] - 北卡罗来纳州FanDuel市场份额达59%,新客户增长20% [11] - 意大利Sisal在欧洲杯期间提供同赛事串关产品,占近20%的投注额,帮助Sisal创下季度市场份额纪录 [13][14] - 英国和爱尔兰所有品牌连续10个季度市场份额增长 [15] 公司战略和发展方向及行业竞争 - 公司在美国继续保持高投入的客户获取策略,在满足2年内回本的前提下尽可能获取更多客户 [32][33][42] - 公司将继续投资提升产品能力,如提高MLB和NBA产品的渗透率,提升结构性毛利率和客户留存率 [10][11][111] - 公司已将FanDuel在线赌场迁移至自有技术平台,未来将带来内容、促销和稳定性等优势 [12] - 公司在其他市场也通过收购当地领先品牌并赋予Flutter Edge能力来提升业务表现,如Sisal [13][14] - 公司将继续关注收购机会,包括在美国和其他新兴监管市场,以获得领先地位 [69][102] 管理层对经营环境和未来前景的评论 - 公司对美国市场保持乐观,认为有很长的增长空间 [11] - 公司对英国和意大利等主要市场的表现也感到满意,看好未来发展 [13][14][51] - 公司对澳大利亚市场的监管环境变化有所担忧,但相信通过调整营销策略等方式来应对 [64][65] - 公司认为适度的税率水平能够最大化市场增长,为客户提供最佳体验,并为州政府带来最高税收 [38][39] 问答环节重要的提问和回答 问题1 **Clark Lempen提问** 询问美国业务的强劲表现以及2023年下半年的指引 [30][31] **Peter Jackson和Rob Coldrake回答** - 公司在美国保持高投入的客户获取策略,在满足2年内回本的前提下尽可能获取更多客户 [32][33] - 公司将在下半年继续投资2000万美元进行客户获取,预计将带来良好的2025年业绩 [34][35] 问题2 **Jordan Bender提问** 询问客户获取成本的变化情况以及下半年的投资计划 [40][41] **Peter Jackson和Rob Coldrake回答** - 公司Q2客户获取成本有所下降,保持了获取更多客户的策略 [41][42][43] - 公司将在下半年继续关注提升运营效率,同时也会有一些额外成本投入,如支付成本和Beyond Play收购相关成本 [43][44][45] 问题3 **Ed Young提问** 询问不同客户群体的增长情况以及英国和爱尔兰业务的表现 [47][48] **Peter Jackson和Rob Coldrake回答** - 公司历史客户群体的增长得益于串关业务渗透率提升和毛利率改善 [49][50] - 英国和爱尔兰业务在欧洲杯期间表现出色,尤其是在线博彩业务增长20%以上 [51][52]