DigiPlus Q2 GGR dropped 9% to PHP15.61B despite 26% user growth. NGR margin hit 35% as the Philippine operator navigates a market PAGCOR warns could contract 19%.
Analysts say DigiPlus faces margin pressure as Philippine casino operators launch online platforms, forcing heavy marketing spend, though it keeps its market lead near-term.
PhilWeb grew revenue 30% as rivals fell after the e-wallet delinking. Its managed services model turned the Philippine gaming compliance squeeze into growth.
Tighter rules are reshaping Philippine online gaming, hitting DigiPlus hard while PhilWeb held firm. Compliance costs now decide winners in the 2026 market.
Jeju's Felix Casino, formerly Gold Mountain Casino, is closed for three months after staff were accused of cheating three Chinese customers of KRW100 million during blackjack games.
Aichi governor Hideaki Omura is seeking a fifth term, citing a possible integrated resort with casino as a reason to stand again. The RFP closed on September 30 and the election is due in February 2027.
Aristocrat CEO Dafne Guisard succeeds Trevor Croker in April 2027. Revenue rose 3.8% in constant currency and NPATA grew 9.7% in the year ended September 30.