AI Is Rewriting Player Retention Economics
ML models predict churn in real time, reshaping operator margins and forcing affiliates to compete on LTV rather than reach.
Deeper reads on the trends and structural shifts shaping the future of the industry.
ML models predict churn in real time, reshaping operator margins and forcing affiliates to compete on LTV rather than reach.
VICI Properties and GLPI closed five casino real estate deals worth over $2.4 billion in early 2026, concentrating US commercial gaming land under two REITs.
Congress has blocked repeal of the 90% gambling loss deduction cap three times since July 2025, and no legislative vehicle remains this year to fix it.
Mindway AI, majority owned by affiliate group Better Collective, now runs gambling harm detection for DraftKings, PrizePicks and dozens of other operators.
Lottery courier services are now banned in seven US states and licensed in five, after a Texas jackpot scandal exposed how little law ever governed the model.
Seven iGaming CEOs, at Flutter, Rank Group, Accel Entertainment, Scientific Games, Banijay Gaming and Allwyn UK, changed within six weeks, mostly insiders.
Four US jurisdictions moved against Kalshi and Polymarket in three weeks, and courts are splitting on whether federal law preempts state gambling rules.
ESIC's suspensions forced Dota 2 team PlayTime out of the $75m Esports World Cup, proof esports betting integrity enforcement now carries real consequences.
BetRivers Poker is one New Jersey licence away from the first five-state MSIGA poker network, as WSOP and FanDuel race for the same six liquidity states.
Polymarket bought Yankee Stadium signage on 6 August as the Yankees prediction market partner, weeks after Kalshi renamed an MSG concourse for itself.
Flutter posted a $296 million Q2 net loss as UK, US and European gambling tax hikes hit earnings across the industry, forcing Evoke into a distressed sale.
Curaçao Gaming Authority faces an independent probe into 4.1m euros paid to Random Consulting, the firm that helped design its 2024 licensing reform.