Our strategy

Growth in the gambling industry is primarily driven by regulation, with early-stage markets offering the greatest upside, which then moderates, as markets progressively mature over time. We aim to be the partner of choice for operators in newly regulated and regulating markets, with a strategic focus on the Americas.

The US presents a significant opportunity for Playtech with a total addressable market of $32 billion¹ across iGaming, online sports and platform services. At the same time, Latin America offers strong structural growth drivers, underpinned by an evolving regulatory landscape. Playtech is ideally positioned to capitalise on this momentum through structured agreements in multiple countries, including Mexico and Brazil. Elsewhere, we continue to see good growth opportunities in areas of Europe and Africa.

¹Market size based on 2025 GGR estimates; source H2GC

While Playtech’s broad product offering is a key competitive advantage, segments such as Live Casino present particularly strong growth opportunities. We have invested significantly in the Live vertical, now operating 17 studios globally, including three in the US, and have more than doubled the number of tables over the past five years.

This expansion has been driven by increasing demand from our customers combined with our cutting-edge technology, innovative branded content, and standout concepts like our “Live from Vegas” offering with MGM Resorts International, which expanded in August 2025. With substantial operating leverage, growth in Live is margin-accretive.

Given Playtech’s scale and its future as a highly focused B2B company, there is both an opportunity and a need to enhance operational efficiency and align the cost base with the Company’s evolving structure. This includes streamlining processes, eliminating duplication and fostering a more agile organisation that can adapt quickly to changing market demands.

While we remain committed to disciplined cost control across the business, we are also accelerating growth through targeted investments in high-potential verticals. Live Casino continues to be a core strategic focus, where we are gaining scale and see substantial opportunities for revenue growth and margin expansion.

By combining operational discipline with targeted investment, we are executing a balanced cost management strategy designed to strengthen cash generation, support margin improvement and enable reinvestment in innovation and long-term growth.