Thomas Allen: US Online Sports betting & iGaming - Are we entering a bear market?
NEXT.io Podcast5 Apr 2022

Thomas Allen: US Online Sports betting & iGaming - Are we entering a bear market?

Morgan Stanley gaming analyst Thomas Allen joins iGaming NEXT co-founder and MD, Pierre Lindh, to discuss the future of iGaming and sports betting investment in the burgeoning United States market.

Managing Director Thomas Allen sets out why he believes that the current share prices of publicly listed gambling firms in the US do not reflect their value in the mid- to long-term, as he expects the market to turn to profit by 2025.

The pair discuss the challenges faced so far by operators in the market – and how they will be mitigated moving forward, allowing the market to turn to profit and investments in the sector to pay off.


ABOUT THOMAS ALLEN:

Thomas Allen is a Managing Director and has headed US Gaming, Lodging & Leisure research since 2013. He is a top 3 ranked analyst and has also received 4 or 5 out of 5 stars from Starmine for stock-picking in 3 of the past 4 years. He covered Gaming & Lodging from 2006 to 2009 as part of Celeste Brown's No. 2- ranked team. Thomas then covered Diversified Financials before becoming a lead analyst covering Business Services companies. Prior to joining Morgan Stanley in 2006, he worked in capital markets at Bank of America. Thomas has a BA in Economics from University of Pennsylvania.


_____

This episode of the iGaming NEXT podcast is hosted by Pierre Lindh, MD/Co-Founder at iGaming NEXT and is brought to you by:

Pragmatic Solutions. – Leading iGaming platform technology. For more info, click here: http://pragmatic.solutions

Sponsored by:

Pragmatic Play - https://www.pragmaticplay.com

Fast Track: https://www.fasttrack-solutions.com

Avsnitt(469)

How Brian Christopher Built the Biggest Slot Streaming Empire in the U.S

How Brian Christopher Built the Biggest Slot Streaming Empire in the U.S

🎙 NEXT.io Podcast #245 with Brian Christopher Slots, Casino Gaming Content Creator and Founder & CEO at VC Venture. Brian Christopher, a prominent gambling streamer, discusses his journey from upload...

21 Aug 202537min

Jesper Kärrbrink & Pontus Lindwall: A Chief Executive Opinion (PART II)

Jesper Kärrbrink & Pontus Lindwall: A Chief Executive Opinion (PART II)

🎙 NEXT.io Podcast #244 with Jesper Kärrbrink, CEO, Immense Group and Pontus Lindwall, CEO, Betsson LIVE at NEXT Summit Valletta 2025.In 2022, they shared the stage for the first time at iGaming NEXT ...

14 Aug 202541min

Magnus Carlsen: What it takes to be the best in the world at something

Magnus Carlsen: What it takes to be the best in the world at something

🎙 NEXT.io Podcast #243, Magnus Carlssen, World Chess Champion LIVE at NEXT Summit Valletta 2025.Live from NEXT Summit Valletta 2025, Pierre Lindh sits down with Magnus Carlsen for an unfiltered conve...

5 Aug 202520min

Mathias Larsson: Why Innovation in iGaming Is Harder Than You Think

Mathias Larsson: Why Innovation in iGaming Is Harder Than You Think

🎙 NEXT.io Podcast #242, Mathias Larsson, Commercial Director in Europe at Awager.Live slot machines are here: how Awager is changing online casino? Is this the next big leap in real-money gaming?In t...

30 Juli 202543min

Johan Strand: How Zimpler is revolutionising payments through AI

Johan Strand: How Zimpler is revolutionising payments through AI

🎙 NEXT.io Podcast #241, Johan Strand, CEO of Zimpler.Johan Strand, CEO of Zimpler, discusses the company's journey from startup to a leading payment provider in the Nordics, emphasizing the importanc...

23 Juli 202544min

Vested Interest #23: Mystery Boxes, Gambling, and $5 Trillion Collectibles Boom

Vested Interest #23: Mystery Boxes, Gambling, and $5 Trillion Collectibles Boom

🎙NEXT.io Podcast #23 of Vested Interest with Pierre Lindh, Lloyd Danzig and Benjie Cherniak.In this episode, we discuss the evolving landscape of collectibles and mystery boxes, drawing parallels to ...

18 Juli 202544min

NEXT In-Depth: Why US bettors are reselling wagers on secondary markets

NEXT In-Depth: Why US bettors are reselling wagers on secondary markets

In this episode of NEXT In-Depth, host Conor Mulheir explores the growing trend of reselling bets on secondary markets in the US. Guest speaker Travis Geiger, the co-founder and CXO of betting and fan...

17 Juli 202538min

Kasra Ghaharian & Simo Dragicevic: Inside AiR Hub, The AI Revolution in iGaming

Kasra Ghaharian & Simo Dragicevic: Inside AiR Hub, The AI Revolution in iGaming

🎙 NEXT.io Podcast #240, Kasra Ghaharian & Simo DragicevicKasra Ghaharian, IGI Director of Research, and Simo Dragicevic , research at AiR Hub, discuss AI in the gaming industry, highlighting the need...

17 Juli 202551min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
fill-or-kill
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
dynastin
rss-svart-marknad
bathina-en-podcast
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
montrosepodden
24fragor
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di