Engagement trends show mixed quality
For the week of May 4, DraftKings’ estimated DAU reached 660K, up 18.5% WoW but down 7.4% YoY, while estimated MAU hit 9.9M, up 2.5% WoW, a divergence that suggests broader reach is not fully translating into daily engagement frequency.
In Q1 2026, average time spent per DAU rose to 36.1 minutes even as sessions per DAU declined 13.1% YoY, a mixed pattern that indicates softer habit strength but deeper engagement among core users, which may help support monetization resilience if sustained.
Downloads Edged Up to 356.2K, Down 15.8% YoY
For the week of May 4, DraftKings downloads reached an estimated 356.2K (+1.1% WoW); Q1 2026 quarterly downloads were down 15.4% QoQ and 15.8% YoY.
That weekly uptick suggests some stabilization, but for investors, the broader acquisition picture may indicate softer demand when viewed against engagement trends.
Weekly sessions reached 39.2M for the week of May 4; Q1 2026 quarterly sessions were down 13.7% QoQ and 5.2% YoY.
For investors, this mix may signal near-term usage resilience even as sustained download weakness points to potential revenue and engagement pressure if it persists.
Retention Quality Remains Relatively Stable
DraftKings’ user churn held at an estimated 38.9% in Q1 2026, up roughly 3.3% versus Q4 2025, with YoY growth of 7%, indicating low churn under the sub-40% threshold even as the worsening trajectory suggests some softening in retention quality.
For investors, sub-40% churn typically correlates with better recurring revenue visibility, though the recent increase may signal pressure on revenue durability and CAC efficiency if acquisition spend is not matched by user lifetime value.
Mixed Mobile Signals Cloud Near-Term Momentum
DraftKings’ mobile metrics show a mixed profile heading into Q2 2026, with softer daily engagement suggesting weaker momentum despite short-term acquisition stabilization and still-low churn.
Apptopia’s data helps contextualize DraftKings’ near-term trajectory, especially as mixed top-of-funnel trends and engagement divergence point to uneven platform health.
Investors should use Apptopia’s metrics to track whether MPI, daily engagement, and retention quality stabilize as Q2 2026 unfolds.
