Good Morning. Money talks. In the case of Macau, the massive reliance of the government on taxes from gaming means that it’s highly in its interests to protect its continued operations, even those with US ties. And the SAR’s top official has pledged to do just that in the ongoing China-US trade spat, albeit highlighting a need for diversification. This is particularly important given the strong drop in gaming revenue after Golden Week, larger than normal after the holiday. And in the online world, the Isle of Man loses another gambling licensee, as SBObet turns away from the jurisdiction.
What you need to know
- Macau vows to protect US-backed gaming firms despite China-US tensions; foreign investment remains welcome and safeguarded.
- Following a strong Golden Week, Macau’s daily gaming revenue plummeted 44%, a steeper drop than typical seasonality.
- SBObet surrenders its Isle of Man online gambling license, the latest shock to the island’s eGaming industry.
On the radar
- Aristocrat sees revenue increases across all segments, profit tops $474M.
- IGT results drop in 1Q25 but are “in line with expectations”.
- Marina Bay Sands completes $1.75B hotel renovation with 775 suites.
- Sportradar tops expectations with 1Q25 results, with profit over $26.5M.
- Macau International Airport expansion project commences construction.
AGB Intelligence
MACAU
Chief Executive vows to protect US-backed gaming firms
In his first focused comments on the issue, Macau’s Chief Executive has pledged to protect foreign investments in the city, including those by US gaming operators, even as the tariff spat between China and the United States undergoes a temporary reprieve. The official, however, did push for diversification away from gaming, even as the city’s visitors are trending towards spending less, but arriving in higher numbers.
Corporate Spotlight
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Industry Updates
- Shikenso & Fnatic extend collaboration to enhance sponsorship analytics.
- Agreegain granted GSC a licence for software supply in the Isle of Man.
- Slotegrator shares insights in ultimate guide for iGaming growth in 2025.
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