Slots-First Online Casino Players A ‘Big Opportunity’ For DraftKings
Summary
DraftKings CEO Jason Robins told investors at the Bank of America Securities 2025 Gaming & Lodging Conference that the company has historically focused on products for its sports-betting core, leaving room to pursue “slots-first” online casino players. With table-game share outpacing slots, DraftKings is shifting marketing and product focus to recruit casino-first users and expects the results to appear in upcoming earnings. Robins also said states may look to online casino (iGaming) as the next source of tax revenue rather than further sports-betting levies.
Key Points
- DraftKings historically prioritised sports bettors and table games over slots.
- CEO Jason Robins calls slots-first players a “big opportunity” and says there’s “low-hanging fruit.”
- The company is changing marketing and product focus to attract casino-first users.
- Management expects the shift to begin showing up in earnings relatively soon.
- Robins suggested state governments may target iGaming for future tax revenue.
Content summary
Robins acknowledged DraftKings hadn’t aggressively chased slots-first customers previously but said the company is now making “dramatic improvements” to capture that audience. The effort centres more on targeted marketing and adjusting product offerings than on wholesale platform changes.
On regulation and taxation, Robins said he wouldn’t be surprised if some states adjust sports-betting tax rates, but he expects lawmakers to eye online casino as the next revenue opportunity for states.
Context and Relevance
This is useful for investors, operators and industry-watchers: grabbing slots-first players is a clear growth lever for multi-product operators like DraftKings because slots typically generate steady, high-margin revenue. The company signalling a focused push suggests marketing spend and product tweaks will ramp, and that could shift market share in states where DraftKings competes with slot-heavy rivals.
Author take
Punchy: DraftKings is finally saying out loud what many suspected — the next growth push won’t be about sports lines but about courting a different kind of casino customer. It’s a smart, obvious move and one that could matter materially for revenues if executed well.
Why should I read this?
Short version: if you care about where DraftKings will grow next (and who wins the online-casino wars), this explains their playbook in plain terms — marketing + product tweaks to win slot players. Quick, practical and worth knowing.