Apptopia

DraftKings’ Core Engages Deeper as the User Base Thins

Performance timeline chart for DraftKings

Downloads climbed to 392.5K despite -15.8% YoY

For the week of June 8, DraftKings downloads reached an estimated 392.5K, rising 57.8% WoW, declining -15.4% QoQ, and declining -15.8% YoY.

That near-term bounce makes sessions the engagement check against a weaker Q1 2026 acquisition baseline.

Estimated weekly sessions reached 49.2M for Week of June 8, rising 34.0% WoW, declining -13.7% QoQ, and declining -5.2% YoY.

For investors, sustained QoQ weakness could correlate with later monetization pressure.

Engagement breadth weakened despite time spent gains

For the week of June 8, DraftKings DAU reached an estimated 788.8K, up 32.1% WoW but down -7.4% YoY, while MAU was an estimated 9.9M, up 5.2% YoY in Q1 2026.

Avg time spent per DAU rose 5.2% YoY to 36.1 minutes per DAU, but avg sessions per DAU fell -13.1% YoY to 13.2 sessions per DAU, suggesting reach resilience, weaker daily conversion and revenue pressure.

DraftKings: Sports & Casino churn remains below 40%

DraftKings: Sports & Casino churn stood at an estimated 38.9% in Q1 2026, up 7.0% YoY, remaining below the 40% low-attrition threshold while the worsening trend may indicate emerging retention pressure if sustained.

For investors, low-but-rising churn typically correlates with reasonable recurring engagement quality, with continued increases pointing to potential CAC efficiency and lifetime value pressure.

MPI weekly performance chart for DraftKings

DraftKings MPI Retreated -4.3% YoY Despite 25.9% WoW

DraftKings (DKNG)’s SEC-filed Average Monthly Unique Payers (MUPs) measures unique paying B2C customers across daily fantasy sports, Sportsbook, and iGaming, with Apptopia’s Mobile Performance Index (MPI) serving as the primary mobile signal.

These correlations suggest that investors should monitor Apptopia’s data to understand how DraftKings is trending for its Average Monthly Unique Payers KPI.

DraftKings’ Mobile Performance Index, Apptopia’s standalone mobile performance signal, showed declining performance in Q1 2026, with MPI down 6.8% QoQ and 4.3% YoY, while a 25.9% WoW rebound for the Week of June 8 suggests activity within broader quarterly weakness.

Investors should track Apptopia’s MPI for DKNG as a leading indicator of DraftKings’ mobile momentum heading into Q2 2026.

Mixed Mobile Momentum With Engagement Headwinds

DraftKings’ declining MPI and mixed lifecycle signals suggest a mixed start to Q2 2026, with the Week of June 8 rebound offset by weaker quarterly acquisition and softer daily engagement.

Apptopia’s MPI for DKNG is a useful way to measure this balance between recent rebound activity and broader quarterly weakening.

Investors should use Apptopia’s MPI, downloads, DAU, session-frequency, time-per-DAU, and churn metrics to gauge whether weekly recovery is translating into higher-quality mobile engagement.

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