GTE USA / Sectors / Prediction Markets

Prediction Markets

$24B traded per month

Monthly volume went from under $5 billion to roughly $24 billion in seven months. Federal CFTC rails rather than state licences mean a national footprint from launch.

$24B/mo
Volume by April 2026
335M
Full national footprint
87%
Of Kalshi volume is sports
5x
Growth in seven months
Where we buy — national broadcast, cable and Connected TV
The map

Where prediction markets is live.

Live via CFTC exchanges
Contested, still trading 5
Restricted NV, MD
335M
National footprint
$24B/mo
Volume by April 2026
87%
Of Kalshi volume is sports
CFTC-regulated, national by default. CFTC sued AZ, CT and IL (Apr 2026); Kalshi holds injunctions in NJ and TN; NV upheld by the Ninth Circuit; MD injunction denied. July 2026.
What matters

The read on this market.

The steepest growth curve in American gaming

Combined monthly volume on regulated prediction markets rose from under $5B in September 2025 to roughly $24B by April 2026. Kalshi alone traded $39.7B in the trailing year to February 2026.

National on day one

Regulated federally by the CFTC (Commodity Futures Trading Commission) as designated contract markets. Campaign geography is a strategy choice, not a legal constraint — with a small contested-state watchlist we manage as litigation resolves.

The audience already lives inside live sport

87% of Kalshi’s trailing-year volume was sports. That puts the buy exactly where sports betting money already goes — but without the state-by-state licence map.

A land grab measured in months

The category leaders are spending right now to define the space. Attention is cheap, shelf space is open, and early advertisers lock in positions late arrivals pay multiples to contest.

Contested and restricted states
StatusStatesDetail
RestrictedNV, MDNevada upheld by the Ninth Circuit (Mar 2026); Maryland injunction denied
ContestedAZ, CT, ILCFTC sued to block state enforcement (Apr 2026)
ContestedNJ, TNKalshi holds injunctions; trading continues
LiveAll othersNational by default via CFTC-regulated exchanges
Why TV here

Built for this market.

Sports adjacency without the licence map

Buy the same live-sport inventory sports betting operators fight over — without planning around 31 separate state regimes.

First-mover economics

A category defining itself in public. Brand recall built now costs a fraction of what it will cost in eighteen months.

The media

What you can actually reach.

120M
US households watch Connected TV — 243.6 million viewers
47.5%
Of all US TV time is now streaming (Nielsen, Dec 2025)
210
DMAs — the local units linear TV is bought in, mapping to licence lines
$38B
Projected US CTV ad spend in 2026
How it’s bought

Four routes in. Two are yours.

RouteTimingRead
The Upfront12–18 months aheadBillion-dollar commitments. Wrong door for a market entrant.
Scatter2–13 weeks aheadYour linear entry. Flexible, market-priced, includes local DMA buys
Programmatic CTVDaysYour fastest entry. Geo-fencing built in. Minimums $25K–$50K
Managed serviceWeeksDirect with Hulu, Peacock, Amazon, YouTube. $100K+ minimums

The operational surprise nobody warns you about: most US networks require a US-registered entity, US credit, or a US-based Agency of Record to transact at all. We are that AOR. One signature and you’re transactable in America.

What it costs

Directional, and honest.

FormatTypical CPMRead
Live sport (NFL / NBA)$18–$40+Most expensive inventory in US TV — and the best betting adjacency
Broadcast primetime$13–$30+Mass reach, trust halo
Premium CTV$13–$30Geo-fenced, measured, brand-safe
Programmatic CTV$8–$23The workhorse of a compliant launch
National cable$4–$18Efficient frequency layer
AVOD (Tubi, Pluto, Roku)$6–$15Cheap incremental households
Local broadcast / cable$3–$10Licensed-state DMAs at regional cost
Live in 30 days

Signature to on air.

Week 1 — Map and plan

Licence map confirmed. Target states, audiences and budget set. State-by-state plan across linear DMAs and CTV. Creative brief agreed.

Week 2 — Produce

Script to finished spot. We produce your broadcast-ready creative, included. Compliance and responsible-gaming elements built in at production, not patched in after a rejection.

Week 3 — Clear and book

Network clearances secured. CTV campaigns built with state geo-fencing. Linear placements booked.

Week 4 — Launch and measure

Live on CTV, linear flights begin. Measurement baseline set from day one: geo-level incrementality design, promo tracking, MMM inputs.

Measurement

TV you can hold accountable.

Geo-level incrementality

Matched-market designs across DMAs and states. The gold standard for proving TV causes growth, not just correlates with it.

Impression-level CTV data

Every impression logged by household geography, feeding cost-per-install and cost-per-first-time-depositor by state, daypart and creative.

Spike analysis

Minute-by-minute response in downloads, site traffic and brand search after every linear spot airs.

Marketing mix modeling

TV’s contribution read alongside every other channel, so budget follows evidence, not attribution bias.

Weekly reporting: cost per install and cost per first-time depositor, by state, by daypart, by creative. If TV isn’t paying back, we’ll be the ones to show you.

Free · 21 pages

The US Playbook

Every vertical mapped. Footprints sized, buying routes explained, costs benchmarked, compliance and measurement laid out.

Get in touch

Contact

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