v3.26.3
Revenue Recognition
 9 Months Ended
Sep. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue Recognition Revenue Recognition
The Company’s revenue from contracts with customers is derived from online casino, online sports betting, retail sports betting and social gaming.
Disaggregation of revenue for the three and nine months ended September 30, 2026 and 2025, was as follows:
Three Months Ended
September 30,		Nine Months Ended
September 30,
($ in thousands)2026202520262025
Online casino and online sports betting$384,458 $276,119 $1,145,548 $804,520 
Retail sports betting421 538 1,129 1,329 
Social gaming972 1,254 3,311 3,686 
Total revenue$385,851 $277,911 $1,149,988 $809,535 
Revenue by geographic region for the three and nine months ended September 30, 2026 and 2025, was as follows:
Three Months Ended
September 30,		Nine Months Ended
September 30,
($ in thousands)2026202520262025
United States and Canada$279,369 $244,373 $847,815 $701,848 
Latin America, including Mexico106,482 33,538 302,173 107,687 
Total revenue$385,851 $277,911 $1,149,988 $809,535 
Deferred revenue associated with online casino and online sports betting revenue and retail sports betting revenue includes unsettled customer bets and is included within players’ liabilities in the condensed consolidated balance sheets. Deferred revenue balances as of September 30, 2026 and December 31, 2025 were $12.8 million and $11.7 million, respectively. Deferred revenue that existed as of December 31, 2025 that remained unrecognized as of September 30, 2026 was immaterial. Deferred revenue balances as of September 30, 2025 and December 31, 2024 were $12.5 million and $10.8 million, respectively. Deferred revenue that existed as of December 31, 2024 that remained unrecognized as of September 30, 2025 was immaterial.