NEXT.io Podcast

Vested Interest #3 - ESPN x PENN, Q2-reports, top5 lies told by start up founders, GeoComply


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🎙️ Welcome to episode #03 of Vested Interest, the go-to podcast for iGaming and sports betting aficionados, steered by the astute Pierre Lindh. In this episode, we're elated to present a captivating dialogue with three of the industry's luminaries - Lloyd Danzig from Sharp Alpha Advisors, Benjie Cherniak of Avenue H Capital, and Jeff Haas, a multifaceted gaming advisor, angel investor, and entrepreneur.
▶️ WATCH NOW: Vested Interest Podcast Ep. #03 🎧
Join Pierre as he delves deep into the dynamic world of iGaming, extracting invaluable insights and perspectives from our distinguished guests. This episode spans a range of pivotal topics, from the monumental ESPN and PENN licensing agreement to the top 5 lies often told by startup founders in the iGaming space.
đź•’ Timestamps:
00:00 - Introduction
01:13 - ESPN signs license agreement with PENN worth $1.5bn over 10 years
07:19 - Stock price DKNG/PENN
11:13 - ESPN shares options to buy approx. 30% of PENN over 10 years
13:42 - PENN estimated $1bn EBITDA by 2027 (20% OSB share + 16% online casino share)
19:06 - Quarterly reports - US OSB/OG turning the corner
22:06 - Profitability in Q2 in the US and why
27:26 - Both DKNG & BetMGM reports being the leading operator in online casino
32:31 - Top 5 lies investors hear from founders
46:34 - DEEP DIVE – GeoComply
Episode #03 of Vested Interest offers a potent mix of industry predictions, firsthand experiences, and an in-depth analysis of the iGaming and sports betting sectors. Stay ahead of the curve by immersing yourself in this enlightening conversation.
For unmatched iGaming insights, don't forget to LIKE, SHARE, and SUBSCRIBE.
Join us monthly for more revelations, expert discussions, and the freshest updates in iGaming. Embark on a journey into the epicenter of the iGaming universe right here. 🎲🎰🎧
_____
This episode of the iGaming NEXT Podcast is hosted by Pierre Lindh, Co-Founder/MD at iGaming NEXT, and is brought to you by:
Pragmatic Play – Industry-leading content provider.
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