在线体育博彩和游戏公司DraftKings Inc.(股票代码:DKNG)今日盘前股价大涨7.19%,延续了昨日夜盘的强劲涨势。这一显著涨幅主要源于公司公布的第二季度财报远超市场预期。
根据公司发布的财报,截至6月30日的第二季度,DraftKings净利润飙升147.5%,达到1.579亿美元,每股收益30美分,是分析师平均预期15美分的两倍。公司总收入同比增长36.9%,达到创纪录的15.1亿美元,超过了分析师预期的14.2亿美元。值得注意的是,这不仅是该公司五年来报告的第二次季度盈利,而且利润超出预期的幅度也创下了近年来的新高。
DraftKings的强劲业绩主要得益于几个关键因素。首先,公司第二季度平均月度付费用户(MUPs)同比增长6%,达到330万,这得益于用户留存率的提升。其次,每位付费用户的平均收入(ARPMUP)大幅增长29%,达到151美元,远高于分析师预期的122.23美元。此外,公司表示,"健康"的客户参与度、"高效"的新客户获取、更高的庄家赢率以及"有利于博彩业务的赛事结果"共同推动了收入增长。对于2025年全年,DraftKings目前预计其收入将接近此前提供的62亿至64亿美元指引区间的高端,进一步增强了投资者信心。
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