Our strategy

Growth in the gambling industry is primarily driven by regulation – growth comes from markets that are early in the journey of regulating, which then moderates as markets progressively mature. We aim to be the partner of choice for operators in newly regulating markets, with a particular focus on the Americas.

The US represents a huge revenue opportunity for Playtech with a TAM of $63 billion¹ across iGaming, online sports and platform. The LatAm region has strong structural drivers, and Playtech is ideally positioned to deliver strong growth via its structured agreements in multiple countries, including Mexico and Brazil.

¹2030 mature market TAM; Source: Flutter CMD as of October 2024

While Playtech’s breadth of offering is a key competitive advantage in the market, there are certain segments that present significant opportunities. Playtech has invested heavily in its Live offering, with 14 studios currently operational, including three in the US. We have more than doubled the number of tables over the past five years and invested in both the latest cutting-edge technology, branded content and innovative concepts such as partnering with MGM. With significant operating leverage in the business, 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 its cost base with the future structure of the Company. This involves streamlining processes, eliminating duplication, and fostering a more agile organisation that can adapt quickly to changing market demands. By reducing duplication and optimising resources, Playtech aims to improve cash generation, drive margin expansion and reinvest in innovation and growth. A leaner, more responsive structure will enable faster delivery of services and solutions to customers, strengthening the Company’s competitive edge and positioning it for long-term success.