Your browser does not support JavaScript - this website may not function as intended
Account
Log in
Sign up
Explore
Limited Edition Book
Explore content
Executives
Join as executive
A positive experience is our priority
Executive terms of engagement
Compliance Policy
Strict MNPI compliance
Refer Executives
We offer referral bonuses
About
About us
Why we are different. Our story. Team. PR.
Compliance Policy
Strict MNPI compliance
Research Resources
Our Primary Research Resources
Partnership
For long-term investors
Frequently Asked Questions
Explore
Limited Edition Book
Executives
About
Login
Sign Up
Open menu
Content
All Content
Interviews
Companies
Business Models
Moats
IP Research
Value Chains, Company Profiles, Research Analysis
IP Research Offering and Upcoming Coverage
Free Content
IP Fieldwork Podcast
A lens into how we approach primary research
Weekly Updates
Newsletter with insights and analysis of the newest research
Content Index
All content by company
Explore our full content library.
Found 1000+ results in 18ms
Companies
Business Models
Moats
GICS
Found 1000+ results in 18ms
IP Research Analysis
March 26, 2024
Evolution
Gaming's Asia and Crypto Risk
In Practise Research
IP Research
Evolution
Playtech
Pragmatic Play
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Article Extract
...
At In Practise, we study the operating realities of high-performing companies through primary research. This is why
Evolution
Gaming piqued our interest: over the last decade,
Evolution
has compounded EPS at 66% and generated over 1.1bn EUR in annual operating profit last year. It’s the 10th largest listed company in Sweden and has been one of the best performing stocks in Europe in recent years.
...
September 21, 2024
Evolution
: Japan Online Casino, Payments & Government Policy
Japanese iGaming Executive
IP Interview
Evolution
Pragmatic Play
Ballys
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: I am looking forward to this. I guess maybe we can start with how big you think the Japanese market is approximately, in iGaming? How big in a monetary figure, I mean.
...
March 27, 2024
Evolution
Gaming: Crypto Player Behaviour & Payments Flow
Former CEO of Crypto Operator
IP Interview
Evolution
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: I just wanted to take this time to ensure I understand a few things we discussed last time and maybe delve deeper into some topics. I'd like to start from the beginning of how a customer gets in touch with a crypto casino. Could you explain the different ways a player could deposit funds?
...
Weekly update
March 26, 2024
Evolution
Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
Evolution
Trupanion
Copart
Inchcape
Lemonade
Stellantis
United Parks & Resorts
Microsoft
Article Extract
...
Content Published Last Week
...
March 18, 2024
Evolution
Gaming: Europe vs Asian Live Casino Distribution
Former CEO of Large Aggregator and Live Casino Business Development
IP Interview
Evolution
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: My first question is, how are live casino games typically distributed in Europe?
...
March 13, 2024
Evolution
Gaming: Workings Of A Crypto Casino
Former CEO of Crypto Operator
IP Interview
Evolution
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: Perhaps a good starting point would be for you to give a brief overview of your experience and the major markets you've focused on over the years.
...
March 4, 2024
Evolution
Gaming: Asia iGaming Value Chain & Crypto Casinos
Senior Operations Executive at iGaming Supplier
IP Interview
Evolution
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: To start, could you provide a high-level description of the live casino landscape in Asia? Who are the biggest players in the market?
...
February 13, 2024
Evolution
Gaming: A SE Asia Operator Perspective
Current SE Asian iGaming Operator
IP Interview
Evolution
Pragmatic Play
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: Could you describe the scale and scope of your current business to give us a better understanding of your environment?
...
February 12, 2024
Evolution
Gaming: APAC GGR by Country & Crypto Casinos
Former Deputy CEO of Large Asian Aggregator
IP Interview
Evolution
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: I would love to delve into the main jurisdictions in Asia that generate the most GGR. By that, I mean the locations of the players themselves.
...
January 29, 2024
Evolution
Gaming: Asian B2B Landscape
Current Emerging Markets iGaming Aggregator
Partner Interview
Evolution
Playtech
Flutter Entertainment
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
Operator: As I mentioned, I wanted to speak with you because I'm interested in learning about iGaming on a global scale, particularly your experience in Asia. I have investments in a company called
Evolution
. So, my questions will be from that perspective.
...
Weekly update
January 9, 2024
Howdens, Intuitive Surgical, Vistry,
Evolution
Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Amazon
Evolution
Wayfair
HEICO
Fortinet
Howden Joinery
Intuitive Surgical
TransDigm Group
Palo Alto Networks
Article Extract
...
Evolution
Gaming: Aggregator / Operator Relationship
...
January 2, 2024
Evolution
Gaming: Aggregator / Operator Relationship
Current European iGaming Aggregator
IP Interview
Evolution
Playtech
Pragmatic Play
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: We'll discuss aggregators in general later on. But today, I want to focus on the aggregator-operator relationship. One question that came to mind after our last chat was, if you and another aggregator carry more or less the same content, you might have a different number of suppliers and the suppliers might differ, but it's all relatively similar, especially the headline ones, what is your selling point to that operator? How do you differentiate yourself?
...
December 11, 2023
Evolution
Gaming: Supplier / Aggregator Relationship
Current European iGaming Aggregator
IP Interview
Evolution
Pragmatic Play
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: My goal for today is to understand your business as thoroughly as possible, both from the supplier and operator perspectives. I want to learn how it typically operates. Perhaps a good starting point would be for you to explain the basics of what an aggregator does. How is it typically set up in terms of regulation, technology, and the content it provides?
...
Weekly update
November 14, 2023
HEICO & PMAs, Waters Corp, CarMax,
Evolution
Gaming, Cogent & Hyperscalers, Spotify, Wayfair
Evolution
CarMax
Spotify
HEICO
Waters
Wayfair
Honeywell
Eaton
Carvana
DraftKings
Article Extract
...
Content Published Last Week
...
November 14, 2023
Investor Dialogue:
Evolution
Gaming & Live Casino Competition
IP Dialogue
Evolution
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Article Extract
...
In Practise Investor Dialogues gathers a group of professional investors to explore the value drivers and risk factors of a specific business, moderated by In Practise. Attendees are selected on the basis of the depth of their knowledge of the security that is subject of the dialogue.
...
November 13, 2023
Evolution
Gaming: US Regulatory Environment
Former Director of Licensing at DraftKings
Partner Interview
Evolution
DraftKings
Flutter Entertainment
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
Operator: Could you share a little bit of your background?
...
Weekly update
November 7, 2023
Burford Capital,
Evolution
Gaming, Atlassian, Wayfair, R1, Becle, LTL
Evolution
Wayfair
Atlassian
Becle
R1 RCM
ServiceNow
Amazon
Mainfreight
Overstock
Article Extract
...
Content Published Last Week
...
November 5, 2023
Evolution
Gaming: Game Development Process
Former Live Casino Game Development Executive at
Evolution
IP Interview
Evolution
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
In Practise: I believe a good starting point would be an overview of your background in the industry and how you got started.
...
June 5, 2022
Evolution
Gaming, NetEnt, & Online Gaming Regulation & Tax Outlook
Former COO at NetEnt
Partner Interview
Evolution
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
Operator: I'm interested in learning about your background. I run a concentrated portfolio and
Evolution
is my largest position, and any time I get a chance to talk to people who know
Evolution
, I jump on the bandwagon. Before jumping into the questions, what did you do at NetEnt and what are you doing now?
...
April 5, 2022
Evolution
Gaming: B2B Aggregators and Regulatory Outlook
COO at a Large Online Gaming Aggregator and Former Netent Director
Partner Interview
Evolution
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
Interview Extract
...
Operator: I have a fund and we are shareholders in
Evolution
, so my purpose today would be to learn more about
Evolution
's relationship, particularly with aggregators. My understanding is you run a large aggregator in the EU which resells EVO games in both regulated and gray markets, so that's what I'm looking to do. Could you tell us a little more about your experience in the industry and what you did?
...
Load more