DraftKings CEO Jason Robins to Highlight Expansion Strategy at Wells Fargo Consumer Conference
DraftKings CEO and co-founder Jason Robins is scheduled to headline the company’s appearance at the Wells Fargo Consumer Conference on September 22, 2026, as the sports entertainment and gaming company continues expanding beyond traditional online sports betting.
Robins’ fireside chat is expected to provide investors with additional insight into DraftKings’ growth plans, including its Predictions business, Super App strategy, proprietary technology infrastructure and broader opportunities across the US sports and gaming market.
The appearance comes at a time when DraftKings is increasing its focus on building a broader digital sports platform that combines sports betting, prediction markets, online casino and lottery products.
Jason Robins to Speak at Wells Fargo Consumer Conference
DraftKings has confirmed that Jason Robins will participate in the Wells Fargo Consumer Conference on September 22. The fireside chat is scheduled for 11:30 a.m. ET and will be available through the company’s investor relations platform.
Robins is expected to discuss developments across DraftKings’ business as the company works to expand its addressable market and increase engagement among existing customers.
The conference appearance also comes as DraftKings continues investing in newer businesses that could complement its core Sportsbook operations.
DraftKings Expands Beyond Traditional Sports Betting
A major part of DraftKings’ current expansion strategy is its Predictions business.
DraftKings launched its Predictions offering in December 2025, allowing customers to participate in sports event contracts covering a growing range of sporting events.
The company has been rapidly expanding the number of available markets. During its second-quarter 2026 update, DraftKings said more than 600,000 customers had engaged with Predictions year to date.
The company also reported significant growth in Predictions volume, with annualized total volume increasing from approximately $2.3 billion in April to $11 billion in July.
This expansion gives DraftKings another product through which it can engage its large existing customer base.
DraftKings Pushes Its Super App Strategy
DraftKings is also developing a broader Super App strategy designed to bring several products together under one digital platform.
The company has outlined plans for DraftKings Sports & Casino, combining Sportsbook, Predictions, Casino and Lottery within a unified customer experience.
The platform is designed around a single account and wallet, although product availability will continue to depend on regulations in individual jurisdictions.
DraftKings expects the unified approach to make it easier for customers to access multiple products while creating additional opportunities for cross-selling.
The strategy also allows the company to use its existing technology, customer relationships and marketing infrastructure across multiple businesses.
Proprietary Technology Becomes a Key Focus
Technology and infrastructure are another important component of DraftKings’ expansion strategy.
The company launched its proprietary exchange, DKeX, in June 2026 and has continued developing its own trading and market-making capabilities.
By increasing its control over technology and market infrastructure, DraftKings is seeking to build more of its operations internally.
The strategy could also provide greater flexibility as the company expands into prediction markets and other forms of sports-related financial products.
DraftKings Reports Strong Customer Activity
DraftKings’ latest financial results provide additional context for its expansion plans.
For the second quarter of 2026, DraftKings reported revenue of approximately $1.443 billion.
Sports Consumer Volume reached $13.1 billion, representing a 15% increase from the same period a year earlier.
Monthly Unique Payers also increased approximately 9% year over year to around 3.6 million.
The company maintained its full-year 2026 revenue guidance of between $6.5 billion and $6.9 billion, while Adjusted EBITDA guidance remained between $700 million and $900 million.
These figures provide the financial foundation for DraftKings to continue investing in new products while expanding its existing Sportsbook and gaming operations.
Predictions Could Expand DraftKings’ Addressable Market
Predictions have become strategically important because they may allow DraftKings to reach customers in markets where traditional online sports betting is not available.
The company has said its Predictions business could provide access to sports event contracts across a broader portion of the US population.
This creates a potential opportunity to expand DraftKings’ customer base without relying solely on the continued legalization of traditional sports betting in additional states.
However, prediction markets remain subject to regulatory developments, and the long-term size of the opportunity will depend on how regulators and customers respond to the product.
Competition Remains Strong in the US Market
DraftKings is expanding in a highly competitive US sports betting and gaming industry.
The company competes for customers across Sportsbook, iGaming, fantasy sports and emerging prediction products.
Regulatory differences between states also remain an important factor. Sports betting and gaming products are not uniformly available across the country, meaning DraftKings must adapt its offerings according to local regulations.
The company currently operates mobile and/or retail Sportsbook operations across numerous US jurisdictions, as well as in Ontario, Canada.
What Investors Will Watch
Jason Robins’ appearance at the Wells Fargo Consumer Conference could provide additional information about several important areas of DraftKings’ business.
Investors are likely to pay attention to the company’s progress with Predictions, customer acquisition, cross-selling between products and the rollout of its Super App strategy.
The balance between investment and profitability will also remain important as DraftKings continues allocating resources toward newer opportunities.
The company has maintained its 2026 financial guidance while continuing to invest in Predictions and other growth initiatives.
Looking Ahead
DraftKings is increasingly positioning itself as a broader digital sports and entertainment platform rather than relying solely on traditional sports betting.
Its strategy combines Sportsbook, Predictions, Casino and Lottery with a growing proprietary technology infrastructure.
Jason Robins’ appearance at the Wells Fargo Consumer Conference comes as these initiatives continue to develop. The discussion could provide investors with more insight into how DraftKings plans to scale its newer businesses while maintaining growth across its core operations.
The company’s ability to execute this strategy will depend on customer adoption, regulatory developments, competition and the financial performance of its expanding product portfolio.
Frequently Asked Questions
1. Who is Jason Robins?
Jason Robins is the CEO and co-founder of DraftKings.
2. What is the Wells Fargo Consumer Conference?
The Wells Fargo Consumer Conference is an investor-focused event where companies discuss their businesses, strategies and financial outlooks with investors and analysts.
3. When will Jason Robins speak at the conference?
Jason Robins is scheduled to participate in a fireside chat at the Wells Fargo Consumer Conference on September 22, 2026.
4. What is DraftKings’ expansion strategy?
DraftKings’ expansion strategy includes growing Sportsbook, Predictions, Casino and Lottery while developing a unified Super App and proprietary technology infrastructure.
5. What is DraftKings Predictions?
DraftKings Predictions is the company’s sports event-contract business, offering customers opportunities to participate in contracts linked to sporting events.
6. What is the DraftKings Super App?
The DraftKings Sports & Casino Super App is designed to combine Sportsbook, Predictions, Casino and Lottery into a unified customer experience.
7. What is DKeX?
DKeX is DraftKings’ proprietary exchange, launched as part of the company’s effort to expand its internal technology and trading infrastructure.
8. How much revenue did DraftKings report in Q2 2026?
DraftKings reported approximately $1.443 billion in revenue for the second quarter of 2026.
9. What is DraftKings’ 2026 revenue guidance?
DraftKings maintained its 2026 revenue guidance at approximately $6.5 billion to $6.9 billion.
10. Why are prediction markets important for DraftKings?
Prediction markets could provide DraftKings with another avenue for customer engagement and potentially expand its addressable market beyond jurisdictions where traditional online sports betting is available.
