iGB Affiliate 43 Feb/March 2014 | Page 96

FIRST FIGURES FROM NEW JERSEY The New Jersey Department of Gaming Enforcement released its opening set of results on January 14, which provided the first insight into the market conditions in the New Jersey iGaming market. Here, we take a look at the key facts and figures. Amaya www.caesarscasino.com Bally IGP www.goldennuggetcasino.com THE OVERALL INTERNET market was so far generated $2.4 million worth $7.4 million in gross gaming in ($1.2m poker/$1.3m casino), with just December, while the short period of activity over $2 million of that coming in Ultimate Gaming (Trump Taj Mahal) during November was worth $1 million. The December. According to Goodbody, “Trump www.ucasino.com total year to date figure is $8.36 million. 38% Plaza has generated $427,000 from casino of activity was poker and 62% was other and just $90 from poker. There is no Betfair (Trump Plaza) games (casino). breakdown given for how much of Borgata’s www.betfaircasino.com Gavin Kelleher, Research Analyst Capital Markets at Goodbody, suggested that nj-casino.goldennuggetcasino.com revenue came from Borgata brands and how much from bwin.party brands.” “Annualising December’s figures would Gamesys www.tropicanacasino.com imply a forecast well short of expectations Below expectations for the market. However, we would highlight Overall, the first set of results in that: (i) it is early days and it will take time New Jersey has seen the market underperform for revenues to evolve and (ii) certain issues general analyst forecasts, as Gavin Kelleher with payments, geolocation and KYC have explained. “The market share numbers for impacted activity.” the first six weeks are below where some may The early stages of the market sees the www.virgincasino.com Market Share 45% have expected. However, it will take time bwin.party-powered Borgata accounting for 27% for the market to build, and payments and 45% of activity, with Caesars (888) holding geolocation issues should get resolved in time. fort in second place with 27%, and Trump Taj “The Borgata market shares of 45% Mahal accounting for 11% in third. Golden Nugget, which had a slight delay in going advantage in poker which has been helped online, eventually launching on December 13, by the exclusion of PokerStars. Betfair’s was at 2% of market share, with the Tropicana revenue in poker highlights how poor poker at 8% and Trump Plaza (Betfair, casino liquidity on the network it uses has impacted supplied by Game Account) accounting for 11% shows the benefit of bwin.party’s liquidity its performance.” 8% 5.4%. Five casino properties are currently not involved in the online market. In terms of revenue, Borgata generated 5.4% Approved sites bwin.party $3.8 million for the year to date ($1.9m www.Borgatacasino.com poker/$1.8m casino) and just over $3.34 www.Borgatapoker.com million in December alone, while Caesars has www.NJ.Partypoker.com New Jersey Internet Gaming Win ($) Activity Websites Month Year-To-Date (a) Borgata 3,349,012 3,750,174 Caesars Interactive NJ (b) 2,031,365 2,380,178 Golden Nugget (c) 177,653 179,120 Tropicana 603,579 748,589 Trump Plaza 401,971 427,739 Trump Taj Mahal 825,092 883,037 Total 96 7,388,672 8,368,837 iGB Affiliate FEBRUARY/MARCH 2014 2% Poker 38% Other (Casino) 64%