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Kalshi Inc.: Business Overview, Financials & Competitive Analysis

Kalshi Inc. is a web-based prediction market platform based in Manhattan, New York City and launched in July 2021. The platform is used primarily for sports betting, which constitutes more than 90% of the activity on ...

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What's in This Report
Kalshi Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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8/ 10Strong

Cyborg Score thesis

Kalshi is establishing prediction markets as a new financial asset class with regulatory clarity and 50-state scale advantage,...

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Industry Prediction Markets / FinTech / Sports Betting
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 29, 2026
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Kalshi Inc. Overview

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Kalshi Inc. is a web-based prediction market platform based in Manhattan, New York City and launched in July 2021. The platform is used primarily for sports betting, which constitutes more than 90% of the activity on the site and 89% of the site's revenue in 2025. Kalshi is the world's largest prediction market, founded in 2018, where people can trade on real-world events.

Strategic Profile

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Kalshi's federal CFTC regulation allows it to operate sports markets in all 50 states immediately, bypassing the patchwork of state regulations that limit traditional sportsbooks to roughly 38 states. As of March 2026, the company is valued at $22 Billion. Kalshi recorded $871 million in trading volume on Super Bowl Sunday alone and has reached weekly trading volume of $2B, with active traders growing 5x from 240K to 1.2M during 2025.

Competitive Landscape

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DraftKings and FanDuel dominate the $30B US sports betting market with 85% combined market share, operating fundamentally different business models that profit when customers lose, earning 7-9% margins, though their expansion is constrained by state-by-state gaming licenses and regulatory scrutiny. Companies like Underdog Fantasy and PrizePicks occupy an adjacent space with their Pick'em products that function similarly to prediction markets, though these platforms have already faced regulatory challenges, including a $17.5M settlement between Underdog and New York state. Top competitors of Kalshi include Polymarket, Versus Game and Manifold Markets.

Industry Context

Kalshi Inc. operates in Prediction Markets / FinTech / Sports Betting.

Key facts

Founded: 2018 · Headquarters: New York, US · Employees: 467 · Market cap: $22B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Kalshi Inc..

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

DraftKingsState-regulated sportsbook with 85% market share, limited to ~38 statesFanDuelState-regulated sportsbook, 50% of DraftKings-FanDuel duopolyPolymarketDecentralized prediction market for events and electionsPrizePicksPick'em platform offering skill-based sports contests

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Industry context

Kalshi Inc. operates in Prediction Markets / FinTech / Sports Betting. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Kalshi Inc. do?+
Kalshi Inc. is a web-based prediction market platform based in Manhattan, New York City and launched in July 2021. The platform is used primarily for sports betting, which constitutes more than 90% of the activity on ...
What is Kalshi Inc.'s Cyborg Score?+
Kalshi Inc. has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Kalshi Inc.'s main competitors?+
Named competitors include DraftKings, FanDuel, Polymarket, PrizePicks. The full competitive landscape is in the AskCyborg report.
How can I get the full Kalshi Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Kalshi Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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