{"id":18893,"date":"2025-08-27T14:44:56","date_gmt":"2025-08-27T14:44:56","guid":{"rendered":"https:\/\/apptopia.com\/en\/insights\/nfl-kicks-off-soon-and-draftkings-dkng-is-tracking-ahead-of-consensus-also-a-word-of-caution-on-roblox-rblx\/"},"modified":"2025-08-27T14:44:56","modified_gmt":"2025-08-27T14:44:56","slug":"nfl-kicks-off-soon-and-draftkings-dkng-is-tracking-ahead-of-consensus-also-a-word-of-caution-on-roblox-rblx","status":"publish","type":"insight","link":"https:\/\/apptopia.com\/en\/insights\/nfl-kicks-off-soon-and-draftkings-dkng-is-tracking-ahead-of-consensus-also-a-word-of-caution-on-roblox-rblx\/","title":{"rendered":"NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX)"},"content":{"rendered":"\n<p><em>This was first published August 26th, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0<a href=\"https:\/\/learn.apptopia.com\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>DraftKings appears to be headed for a beat on users<\/li>\n\n\n\n<li>Power users are accelerating<\/li>\n\n\n\n<li>Competitive dynamics are shifting in DraftKings\u2019 direction<\/li>\n\n\n\n<li>Caution on Roblox &#8211; Gen Z time spent per DAU peaked<\/li>\n<\/ul>\n\n\n\n<div style=\"height:2px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>We are getting so close to the football season! Fantasy football drafts are happening left and right &#8211; even I am playing again for the first time in years. Naturally, it is timely to check out what mobile data is saying about the major sports betting apps.<\/p>\n\n\n\n<p>At this point in the quarter, DraftKings stands out relative to peers. According to our&nbsp;<a href=\"https:\/\/apptopia.com\/en\/mobile-performance-index\/?utm_campaign=Finance%20Newsletter%20-%20Lead%20Engine&amp;utm_source=hs_email&amp;utm_medium=email&amp;_hsenc=p2ANqtz--pLLoGynZ6zqID2MbGb2ikZtUFZtPMDOcePquV-Y7hvvZd59wQ83lxmElGmrnCGafH8GcQ\" rel=\"noreferrer noopener\" target=\"_blank\">Mobile Performance Index<\/a>&nbsp;for DKNG, growth has been accelerating all quarter and MUPs are now tracking above consensus:<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"524\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.37.52-AM-1024x524.png\" alt=\"\" class=\"wp-image-15397\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.37.52-AM-1024x524.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.37.52-AM-300x154.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.37.52-AM-768x393.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.37.52-AM-1536x787.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.37.52-AM.png 1652w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>There are a couple of data points that help reinforce this view. One is our data that tracks the behavior of power users, or \u201cwhales\u201d. The chart below shows that this segment of users is opening the app more in August than last year, reversing the trend from June and July:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"510\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.02-AM-1024x510.png\" alt=\"\" class=\"wp-image-15400\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.02-AM-1024x510.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.02-AM-300x149.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.02-AM-768x383.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.02-AM-1536x765.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.02-AM.png 1638w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>In addition, competitive dynamics appear to be turning in the favor of DraftKings. When we look at users of Fanduel, BetMGM, and ESPN BET, they all seem to be using DraftKings more since late July. While it is not a huge move, it is in contrast to the trend with other apps (i.e. users of these apps are using non-DraftKings betting apps less):<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"595\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.10-AM-1024x595.png\" alt=\"\" class=\"wp-image-15399\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.10-AM-1024x595.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.10-AM-300x174.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.10-AM-768x446.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.10-AM-1536x892.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.10-AM.png 1594w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>We have many more ways to explore online sports betting apps, feel free to reach out with questions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><span style=\"text-decoration: underline;\"><em>Roblox &#8211; time spent per DAU peaked<\/em><\/span><\/strong><\/h2>\n\n\n\n<p>While Roblox is getting a lot of good attention &#8211; which is well-deserved &#8211; it is important to understand that there are risks too.\u00a0<a href=\"https:\/\/apptopia.com\/en\/apptopia-advanced\/?utm_campaign=Finance%20Newsletter%20-%20Lead%20Engine&amp;utm_source=hs_email&amp;utm_medium=email&amp;_hsenc=p2ANqtz--pLLoGynZ6zqID2MbGb2ikZtUFZtPMDOcePquV-Y7hvvZd59wQ83lxmElGmrnCGafH8GcQ\" target=\"_blank\" rel=\"noreferrer noopener\">Apptopia\u2019s Advanced<\/a>\u00a0data lets you track key user segments of an app. In this case, I\u2019m looking at users aged 17-25 and their engagement with the app. Note that the time spent per user per day on the app peaked back in late July for this segment. While time spent per DAU is still well above this same quarter last year, there is at least some risk that its most popular new games have hit their limit.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"441\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.35-AM-1024x441.png\" alt=\"\" class=\"wp-image-15398\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.35-AM-1024x441.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.35-AM-300x129.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.35-AM-768x331.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.35-AM-1536x661.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-at-9.39.35-AM.png 1612w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>I am sure all those extra minutes being taken away from Roblox are going into fantasy football.\u00a0 So from all of us at Apptopia, good luck at your draft!\u00a0 Let us know if you have any questions, but please keep them to app data only.<\/p>\n\n\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Questions on the underlying data included in this analysis?<\/h2>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/engage.apptopia.com\/custom-research-request\" target=\"_blank\" rel=\"noreferrer noopener\">Data request<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This was first published August 26th, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. We are getting so close to the football season! Fantasy football drafts are happening left and right &#8211; even I am playing again for the first time in years. Naturally, it is timely to check out [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":15401,"comment_status":"closed","ping_status":"open","template":"","insight_category":[213,223,229],"insight_tag":[233,236],"class_list":["post-18893","insight","type-insight","status-publish","has-post-thumbnail","hentry","insight_category-app-economy","insight_category-lifestyle","insight_category-sports-betting","insight_tag-macro-trends","insight_tag-mobile-channel-check"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX) - Apptopia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/apptopia.com\/en\/insights\/nfl-kicks-off-soon-and-draftkings-dkng-is-tracking-ahead-of-consensus-also-a-word-of-caution-on-roblox-rblx\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX) - Apptopia\" \/>\n<meta property=\"og:description\" content=\"This was first published August 26th, in our weekly newsletter\u00a0Apptopia Insight. 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