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Flutter commits $300M to FanDuel Predicts as DraftKings, FanDuel deepen market-making push

Updated 21d ago

DraftKings and FanDuel signaled plans during earnings calls this week to deepen their push into prediction markets through market-making activity, putting the two largest US sportsbooks in more direct competition with native platforms. Flutter Entertainment, FanDuel's parent, disclosed it is budgeting roughly $300 million in adjusted EBITDA investment losses for 2026 tied to FanDuel Predicts and its market-making expansion. FanDuel Predicts generated immaterial revenue in Q1 2026. Flutter also noted it is already profiting from facilitating trades in prediction markets, pushing back on investor concerns about the segment's impact. The disclosures came as both operators expand beyond traditional sports betting into event-contract trading amid complex and fast-moving US regulatory uncertainty.

Why this matters?

Native prediction market platforms must now compete for liquidity against two sportsbooks with existing customer bases and billions in annual marketing spend. Flutter's $300 million loss budget alone dwarfs the annual burn of every CFTC-registered event-contract exchange combined.

The bigger picture

Becomes the fifth major sportsbook or prediction market operator in under two weeks to commit nine-figure capital or valuation to event contracts, after DraftKings' CEO letter, Kalshi's $1B Series F, and BNP Paribas' sell-rating warning.

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