Ep 560: iGaming's Mid-Decade Crossroads with New Tax Headwinds

In today's episode of iGaming Daily, brought to you by Optimove, Charlie Horner, SBC's Media Manager, takes the hosting seat as he's joined by SBC's "Two Teds" - Ted Menmuir and Ted Orme-Claye - as the three talk the global gambling industry's 2025 interim results. Leading gambling firms are under scrutiny as analysts and investors assess their performance amid mounting tax pressures across key markets like the UK, Netherlands, and France.The trio highlight the most important signals for investors and stakeholders in this high-stakes environment. With the post-COVID boom behind us, the focus has shifted sharply toward cost control, free cash flow, and bottom-line profitability. The "Two Teds" break down how ongoing legislative shifts, such as the UK Gambling Act review, and increasing market saturation are reshaping operator strategies. Looking ahead, thre three explore the industry’s uncertain future as increased taxation may lead to cost-cutting, reduced marketing spend, and potential workforce reductions. Could we see a wave of M&A activity as companies navigate this turbulent period? They also discuss the impact of these dynamics on global players like Entain and Flutter, and how newer markets such as Brazil are performing under pressure.Host: Charlie HornerGuests: Ted Menmuir & Ted Orme-ClayeProducer: Anaya McDonaldEditor: James Ross & Martyn ElliottiGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast. Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.