Flutter Q4 Revenue of $4.74B Misses Estimates by 5%, Shares Hit 52-Week Low
Flutter Entertainment reported fourth-quarter revenue of $4.74 billion, up 25% year-over-year but missing the $4.97 billion consensus, and EPS of $1.74 fell short of the $1.99 estimate. The company launched FanDuel Predicts across 50 states and guided fiscal 2026 revenue of $18.4 billion, while shares hit a 52-week low.
1. Q4 Financial Results
Flutter reported fourth-quarter revenue of $4.74 billion, a 25% increase year-over-year, but missed the $4.97 billion street estimate. Earnings per share came in at $1.74 versus a $1.99 consensus, while average monthly players rose 3% to 15.07 million globally.
2. Launch of FanDuel Predicts
In December, the company rolled out FanDuel Predicts, offering sports-based markets in 18 states and non-sports markets nationwide. Management highlights prediction markets as a key long-term growth opportunity, aiming to expand the total addressable market and drive state regulation of online betting.
3. Market Reaction and Impact on DraftKings
Shares fell 9.5% in after-hours trading to a fresh 52-week low, reflecting investor concern over missed estimates. DraftKings investors may reassess sector competitiveness as Flutter’s new prediction market venture challenges market share dynamics.