也是Jesus 的讨论

$DKNG$DraftKings(DKNG)$ 的竞争对手FLUTTER公布了美国市场的2024年增速及展望都不错，可能会会带来DKNG的增速上修：
FLUTTER 2024年至今，美国市场保持了55%的收入增速: Current trading (January 1 to March 17): Group revenue was up 23.4%, underpinned by the US (“growth of 55.6%, with sportsbook +63.7% driven by staking growth and a 230bps improvement in sportsbook net revenue margin driven by structural margin improvements and higher promotional spend in the prior year on new state launches; iGaming +50.3% carrying product driven momentum into 2024.
FLUTTER 2024年指引，美国市场2024年收入增速中点36.3%，EBITDA比预期高20%: US 2024 guide revenue $5.8bn to $6.2bn, +36.3% year on year at midpoint. US EBITDA 24 guide of $635m-$785m for FY24; vs cons at £507m/$641m and BofAe at £525m/$664m.
FLUTTER整体大致在预期范围内，澳洲的表现一般，拖累了整体表现：24 Ex-US EBITDA guide of $1.63bn-$1.83bn vs cons £1.51bn/$1.91bn. Group guide $2.265bn-$2.615bn vs cons f2.018bn/$2.552bn.

dk在美国市场的份额从去年四季度开始貌似超越了老对手fd，这非常不容易啊给管理层加鸡腿.

三季度超越了，后来四季度又掉下来了

今年除了vrt，今年还有其他的长期标的，现在可以买吗？

跟着买了点！[斜眼][斜眼]

祝贺