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Questions ? Comments ? Email stephen . carter @ clariongaming . com
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Editor ’ s Letter
Exploring new frontiers
Welcome back ! After a brief hiatus , the Monitor returns in an expanded format as part of a set of data-driven intelligence and tracking products set to roll out on iGBAffiliate . com over the next 12 months .
This edition sees author Scott Longley explore the sector ’ s entry into what Symmetry Invest is calling ‘ affiliation 3.0 ’, with the listed players seeking growth opportunities beyond the mature and increasingly restrictive UK and Nordic markets where most started .
Catena ’ s strategic review , which could see it sell off most if not all of its European operations , can therefore be seen not only as the definitive closing of a stage in the evolution of the gaming affiliate sector but also the culmination of a long-running battle for supremacy between itself and Better Collective , argues Longley . He tracks the divergent strategies and financial performances that have brought them here on page 10 .
Beyond the sector ’ s current big two , GiG ’ s seemingly unstoppable affiliate arm extended its unbroken sequence of revenue growth stretching back to Q220 . Profits and NDCs are also tracking this trajectory far closer than for its listed peers , and the Jonas Warrerhelmed division now seems to have hit something of a sweet spot in paid media .
As always , I would love to hear any feedback you have on this and other iGB Affiliate content . You can reach me at stephen . carter @ clariongaming . com .
“ Catena ’ s strategic review can be seen not only as the closing of a stage in the evolution of the gaming affiliate sector but also of a longrunning battle for supremacy with Better Collective ”
Stephen Carter , Head of Affiliate Content , Clarion Gaming