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Episode 15. Draft Kings Entering the U.S. Stock Market - Morgan Stanley Perspective

Vixio GamblingCompliance Podcast

Release Date: 06/01/2020

Episode 93. The State of the States show art Episode 93. The State of the States

Vixio GamblingCompliance Podcast

The American Gaming Association (AGA) recently partnered with Vixio to publish the "State of the States" report, a comprehensive review of the commercial gaming sector in 2023. The report provides financial performance figures and market analysis for the 36 jurisdictions with commercial gaming operations. In this episode, Vixio's Chief Analyst, James Kilsby, discusses the "State of the States" report's findings and the most compelling narratives in U.S. gaming with AGA's Vice President of Research, David Forman. 

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Episode 92. UK Gambling Act Review: What Now? show art Episode 92. UK Gambling Act Review: What Now?

Vixio GamblingCompliance Podcast

It’s over a year since the white paper was published, and the Gambling Act Review is in full swing, but several key questions remain unanswered. Robust affordability checks, the safer gambling levy, a gambling ombudsman and many more promised reforms are still to be delivered, with the arrival of a new government adding another layer of unpredictability.   This podcast highlights a recent webinar hosted by Vixio. For this webinar, Vixio brought together a panel of experts and critical decision-makers to discuss this evolving era of gambling regulation in the UK and what it means for...

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Episode 91. Compliance in UK Affiliate Marketing show art Episode 91. Compliance in UK Affiliate Marketing

Vixio GamblingCompliance Podcast

To kick off season four of the Vixio GamblingCompliance podcast, we are delighted to be joined by Rightlander, one of the leading providers of affiliate compliance software. In this episode, Vixio reporter Harrison Sayers is joined by Rightlander's Chief Strategy Officer, Sarafina Wolde Gabriel. The pair discuss the complex nature of the UK gambling industry's relationship with affiliate marketing, highlighted by Rightlander's recently published UK marketing compliance report.

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Episode 90. Betting on Brazil: Preparing for the Regulated Market show art Episode 90. Betting on Brazil: Preparing for the Regulated Market

Vixio GamblingCompliance Podcast

Since legislation for sports betting and online gaming in Brazil was finally passed at the end of last year, industry stakeholders have waited with bated breath for several critical policy questions to be resolved and for a licensing process to begin. With a licensing ordinance just being published, now is an ideal time to check in with the experts to get a clearer picture of what this means for developing a regulated market Vixio anticipates will be worth nearly $5bn in annual revenue at maturity. This episode is the audio recording of a Vixio-hosted webinar which took place in June 2024,...

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Bonus Episode: Everything you need to know about the Global Regulatory Award show art Bonus Episode: Everything you need to know about the Global Regulatory Award

Vixio GamblingCompliance Podcast

This bonus episode is the audio from a recent LinkedIn live broadcast that aired on June 10, 2024. During this broadcast, two members of the Vixio organisational team discussed how to get involved with the prestigious GRA event, its history, and some background information on the nomination process. Since their launch in 2017, the independently adjudicated Global Regulatory Awards have become the biggest of their kind, the first awards that recognise and celebrate individuals and teams that work tirelessly to set new standards in the compliance and responsible gambling industry. The...

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Episode 89. How Important is ESG to the Global Gambling Industry? show art Episode 89. How Important is ESG to the Global Gambling Industry?

Vixio GamblingCompliance Podcast

Environmental, social, and governance, more commonly known as ESG, is growing within the gambling industry, with pressure from multiple directions on organisations across the supply chain to be more sustainable. Most notably, the European Union's corporate sustainability directive is ramping up the requirements for any company doing business in the EU. Vixio's Joe Ewens speaks to Rachel Decelis and Russell Mifsud from KPMG in this podcast. The pair have spent years advising gambling businesses on this new era.

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Episode 88. How Can Problem Gambling be Prevented Across the U.S.? show art Episode 88. How Can Problem Gambling be Prevented Across the U.S.?

Vixio GamblingCompliance Podcast

The U.S. gaming industry has made tremendous strides in offering responsible gaming programs, but there are still issues to be addressed. Among those critical issues is funding for treatment and prevention programs. Keith Whyte is the executive director of the National Council on Problem Gambling (NCPG). The non-profit’s mission is to minimize the economic and social costs associated with gambling addiction. In this episode, Keith Whyte spoke with Vixio’s U.S. Editor, Chris Sieroty, about the GRIT Act and the importance of collaboration between industry, researchers, experts, and others in...

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Episode 87. Taxing Times For U.S. Sports Betting Market show art Episode 87. Taxing Times For U.S. Sports Betting Market

Vixio GamblingCompliance Podcast

In this episode, KPMG's U.S. Gaming Tax Lead Bob Stoddard joins Vixio chief analyst James Kilsby to discuss emerging tax policy trends in the U.S. sports betting market, including moves by certain states to reassess their initial rates in order to generate additional tax revenue.

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Episode 86. What's Next for Gambling Across the UAE? show art Episode 86. What's Next for Gambling Across the UAE?

Vixio GamblingCompliance Podcast

Late last year, the attention of the world gambling industry was surprisingly directed towards the Middle East. In September, the United Arab Emirates (UAE) established a gambling regulator and strongly suggested allowing integrated resort gambling in some of its emirates, drawing sudden interest in the region. This episode features expert opinion from Vixio's contributing editor for Asia, Martin Williams, who has spent the past few months diving deep into the truth behind the UAE's shift in approach to gambling. Key questions answered in this podcast include: What is happening with this new...

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Episode 85. What to expect in 2024, Part Two: North and South America show art Episode 85. What to expect in 2024, Part Two: North and South America

Vixio GamblingCompliance Podcast

To kick off 2024 and the new series, Vixio analysts and subject matter experts will discuss the significant issues ahead in a rapid-fire look across the world's major markets.  In the second of a two-parter podcast, North American based host James Kilsby will speak to Vixio journalist and regional expert Talia Samuelson on the key developments across the South American gambling markets before a roundup of what to expect in the US and Canada with reporter and podcast regular Matt Carey.

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Main Episode, Draft Kings Entering the U.S. Stock Market - Morgan Stanley Perspective

Daily fantasy sports contest and sports betting provider DraftKing's explosive entry onto the US stock market scene has drawn attention from far and wide across the gambling industry and wider mainstream media.

On this episode, VIXIO GamblingCompliance Reporter and podcast regular Matt Carey is joined by Thomas Allen, Morgan Stanley's Lodging and Leisure analyst as he shares his view on the sustainability of the sports betting operator's meteoric rise.

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Analyst Certification
The following analysts hereby certify that their views about the companies and their securities discussed in this report are accurately expressed and that they have not received and will not receive direct or indirect compensation in exchange for expressing specific recommendations or views in this report: Thomas Allen.

Unless otherwise stated, the individuals listed on the cover page of this report are research analysts.

Important Regulatory Disclosures on Subject Companies

In the next 3 months, Morgan Stanley expects to receive or intends to seek compensation for investment banking services from DraftKings Inc.

Within the last 12 months, Morgan Stanley has provided or is providing investment banking services to, or has an investment banking client relationship with, the following company: DraftKings Inc.

The equity research analysts or strategists principally responsible for the preparation of Morgan Stanley Research have received compensation based upon various factors, including quality of research, investor client feedback, stock picking, competitive factors, firm revenues and overall investment banking revenues. Equity Research analysts' or strategists' compensation is not linked to investment banking or capital markets transactions performed by Morgan Stanley or the profitability or revenues of particular trading desks.

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