iGB Intelligence reports iGB Market Monitor February 2019 | Page 7

Part 1: Italy – revolting populism Part 1 Italy – revolting populism T he gambling sector should have known ASAP Italia sports betting affiliate business. better than to think it could stand aloof from politics at this most fragile of points. The Decree is now in effect and all forms of advertising will come to a halt in July of this year As populism takes a swing at the global elites, or before that as and when any given contract so many industries are finding themselves in the comes to an end. unfortunate position of being in the eye of the It is clearly bad news for the online sector, storm. Such is the case with the gambling sector and particularly online-only brands in the sports in Italy. betting and casino sectors, but it is hard to know The coalition government of Matteo Salvini’s Lega and Luigi Di Maio’s Five Star Movement has the degree to which the sector will be affected in the months and years to come. made much of its business-bashing credentials The latest data provided to iGaming Business generally, and the economy would appear to from Ficom Leisure showed the sector was in be paying the price. The country is technically fine fettle in 2018. Sports betting gross gaming in recession after negative GDP in the past two revenue (GGR) was up 14% for the year to quarters and the forecasts for the current quarter €640.9m, while online casino and slots rose 25% are less than optimistic. to €710m. With cash and tournament poker worth Into this volatile mix, the gambling sector has €147.2m and bingo chipping in a further €31.1m, it become a target, not just rhetorically but also brought the total for the year to €1.53bn, up from fiscally. The phrase is overused, but this is a true €1.31bn last year (see Chart 1). double whammy. And yet, despite the clear warning signs when the coalition took over, the Chart 1: Italian online gambling GGR 2016-18 (€bn) gambling sector appears to have been surprised by the measures so far announced. It shouldn’t have been. 900 800 710.0m 700 600 Well advertised 438.9m The gambling sector’s ability to hear only what 400 it wants to hear from politicians was highlighted 300 last summer when the government announced – to widespread surprise within the industry – an outright ban on all gambling advertising, whether that was TV advertising, football shirt sponsorships or digital and affiliate marketing. 567.0m 500 200 100 0 2016 2017 2016 2017 2018 2018 Source: Ficom Leisure/AAMS The move came as a crushing blow, not least to the super affiliate behemoth Catena Media, which The long-term trend is impressive – 50% growth just a month before July’s ‘Dignity Decree’ was in the online market in the past two years, rising formally announced completed a deal to buy the from €1bn to €1.53bn. Casino and sports were iGaming Business Market Monitor • February 2019 4