Earlier briefs · page 9
- Two Suppliers, One Format: The Color Game Just Became a Real BattlegroundEvolution built a studio in Cebu. Pragmatic just launched a competing title instead. When two tier-one suppliers independently commit to the same localized format, that's a signal worth reading, not a coincidence worth skipping past.iGaming
- Arden: This Contraction Isn't a Dip, It's the New CeilingArden's analysis argues the Philippine online gambling market's contraction is structural, not cyclical, and that the volume enforcement removed isn't coming back. Here's what that means for how surviving operators should actually plan.iGaming
- City of Dreams' Outperformance Is No Longer a One-Quarter StoryA single strong quarter became two in a row, against a sector that's contracting 26.6%. That's no longer a surprise, it's a structural benchmark every operator still leaning on VIP will get measured against.iGaming
- The Ad Ban Bill That Could Erase Above-the-Line Acquisition OvernightEscudero has filed. PAGCOR's chair says the regulator is exploring the same thing. With a ready-made political narrative and a fiscally weakened regulator, this bill has a real path to committee markup. Here's what to do before the next hearing, not after.iGaming
- Week in reviewPAGCOR Is Shrinking, Tightening, and Getting Priced as a Credit Risk, All at OnceRevenue down 27%, net income down 85%, an S&P ranking near the bottom on credit resilience, and a real staff-retention snag in the Casino Filipino sale. Five stories that all point the same direction.iGaming
- The Growth-Through-Expansion Era in PH iGaming Just EndedA projected 7% GGR contraction is landing at the same moment land-based operators are entering online with ready-made player bases. For incumbents who grew simply by being present in an expanding market, that combination is the real story.iGaming
- BPI's Stablecoin Pilot Just Moved the Goalposts for Crypto PaymentsWhen the Philippines' second-largest bank builds stablecoin rails with BSP's visible comfort, every offshore crypto processor arrangement in iGaming starts looking weaker by comparison. Here's what that shift means before the next AMLC circular makes the decision for you.Crypto · iGaming
- Week in reviewPAGCOR Is Tightening Everywhere Except Where Operators Aren't WatchingPAGCOR moved on capital flows, banking oversight, and internal compliance this week, while one operator's licensing gap sat unnoticed for three months. Eight stories, one real thread: control is tightening everywhere except the one place most operators aren't actively watching.iGaming
- In Memoriam: Jeff MannJeff Mann, Managing Director of MegaSportsWorld and former CEO of the Asian Poker Tour, has passed away. Our thoughts are with his family and everyone who knew him.iGaming
- PAGCOR's New Junket Rules Land on a VIP Market That's Already ShrinkingOkada Manila already reported a 15% drop in Q2 VIP revenue. PAGCOR's new capital rules on junket money arrive right on top of that. Here's what the timing means if you have capital tied up in the premium end of this market.iGaming