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Episode from NEXT.io Podcast. Summarised by the AffHouse newsroom from the full episode. How we work →
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Brazil's regulated online market is already one of the world's largest, and its next phase hinges on October's election. In this NEXT.io webinar, the CEO of report partner Pragmatic Solutions, an investor, a Brazilian gaming lawyer and CRM and strategy specialists unpack the report and what has changed since July.
In this episode
The Pragmatic Solutions CEO says over 25 million people have bet in the regulated market, beating government estimates; prepared operators are winning so far (5:55, 6:06, 8:18).
The report's bull case sees the market growing toward $9 to $12 billion by the end of the decade; the bear case has tighter rules and flat growth; the election's first round is on 4 October (3:56, 4:07, 4:25).
The investor says consolidation is built in: 30 million reais of paid-in capital plus 30 million for the licence, an all-in tax load of about 42% of GGR, and the top four of around 85 licensees holding 40 to 45% (11:27, 12:38).
The lawyer reports rumours that President Lula may issue a provisional measure banning online casino; such a measure lasts 60 plus 60 days and needs Congress's approval (19:54, 55:34).
The Pragmatic Solutions CEO calls a casino ban low probability but high impact: it would relocate demand, not remove it (25:06, 25:17).
The investor advises treating the next 12 months as a window, not a waiting room, and pricing the bear case (58:53).
Episode from the NEXT.io Podcast by NEXT.io, published on YouTube.
