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Earnings season has started producing something new for the buy-side: a recurring, company-reported lens on prediction markets.
DraftKings and Flutter Entertainment are among the operators whose most recent quarterly filings bring the segment's performance into focus, alongside a handful of other players.
How much that visibility actually tells investors is where the real argument starts. The case for attention Prediction markets have spent years living in the experimental corners of gaming operators' product roadmaps.
Quarterly earnings reports change that, at least partially.
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