In addition to the essential numbers and talking points from the Q2 earnings calls, Scott Longley explores the direction of travel for UK affiliates in the wake of a raft of M&A and Google-driven changes within the world’s largest nationally regulated igaming market.
Onerous regulation, saturation and the allure of faster-growing and higher-margin markets have undoubtedly taken the shine off the world’s largest nationally regulated igaming market for affiliates in recent years.
But with a number of UK-driven assets in the ascendency after changing hands, Scott Longley spoke to some of the actors behind these and a few market stalwarts to get a steer on how the UK market is changing and likely directions from here.
If forced to pick standouts from a particularly dynamic last round of earnings calls and talking points from the listed companies, it would be Catena and Gentoo.
The former’s new CEO Manuel Stan came out fighting in the face of another disappointing set of numbers by announcing a refresh of his executive team and a strategic shift of the business away from a geo to product-focused model, with sweepstakes affiliation at the fore, and network launch.
While over at Gentoo, Jonas Warrer teed up its breakaway from the GiG platform business with a 14th consecutive quarter of unbroken revenue growth and plans to further diversify its portfolio of sites.
As always, I would love to hear your feedback on this and other iGBA content. You can contact me at stephen.carter@clariongaming.com.