Earlier briefs · page 8
- Newport's Profit Doubled, and Two Competitors Just Proved It Wasn't LuckNewport World Resorts nearly doubled its net income. City of Dreams posted its second straight quarter of mass-market gains. Okada's EBITDA fell 65% on the model both of them already abandoned. Here's what three operators, read together, actually proveiGaming
- Genting Singapore's Best Quarter Structurally Still Lost a Third of Its ProfitResorts World Sentosa sits inside Singapore's protected duopoly, about as strong a competitive position as this industry has. It still posted flat revenue and a 34% profit drop. Here's what that means for anyone benchmarking their own H1 numbers against it.iGaming
- Cebu's Ad Ban Just Previewed the Wall Escudero's National Bill Is About to HitCebu's gambling ad ban has no PAGCOR override and no digital enforcement mechanism, leaving it symbolic for anyone running online campaigns. That's the exact same gap sitting inside Senator Escudero's national ad ban bill. Here's what the preview tells us about how that fight actually plays out.iGaming
- PAGCOR's MGF Regime Is Live: Deferred Once, Then Pushed Through AnywayPAGCOR's Minimum Guaranteed Fee (MGF) for gaming system administrators went live July 1, after being deferred once already. GSAs now owe a fixed fee regardless of volume, breaking the variable revenue-share model most operator contracts are built on. Here's what to check before a repricing notice arrives.iGaming
- Tabcorp Just Answered the Buy-vs-Build Question, at £140 MillionTabcorp's legacy platform couldn't keep up with digital-first bookmakers, so it bought its way out rather than rebuilding. Any Philippine operator running pre-PAGCOR-era infrastructure is facing the same question. Here's what a real, priced answer looks like.iGaming
- The POGO Ban Just Got TeethA ban with no enforcement machinery tends to fade. The Supreme Court just gave prosecutors and the SEC a defined playbook for forfeiting POGO-linked property, corporate structures, and vendor relationships. Here's what that means if any part of your operation still carries legacy exposure.iGaming
- Okada Is Following City of Dreams' Playbook, and Running BehindOkada Manila dragged its parent company's group results into the red. The response, a pivot to mass-market and online, is the same move we flagged at City of Dreams two months ago. Here's what running second in this race actually costs.iGaming
- Konami Just Filed the First Piece of Paper That Matters in Japan's IR MarketJapan's integrated resort is still years from opening. Konami just filed anyway, and that filing tells you the approved-equipment race has already started. Here's why that matters for anyone with Japan on a five-year plan, and for Manila specifically.iGaming
- Week in reviewNobody Is Waiting for the Philippine iGaming Market to RecoverDigiPlus is eyeing New Zealand. PAGCOR pushed its own B2B deadline. Profit is up 124% on falling revenue. Five stories that all point the same direction: the repositioning has already started.iGaming
- Light & Wonder Just Told You Where It's Investing, Read the Address, Not the TitleA new managing director title doesn't usually change a supplier relationship. A Macau relocation with a tables commercial background does. Here's what a more senior, better-resourced Light & Wonder means for anyone in active supply talks.iGaming