When Should Boards Fight

When Should Boards Fight Summary Boards increasingly settle with activists to avoid costly, distracting proxy fights, but settlements often underdeliver and can create long-term risks. Analysis of 634 settlements from 2010–2024 shows companies typically lagged the S&P 500 by nearly 10% in TSR over three years after settling, except when a sale occurred within three […]

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We’re in the early stages of the IGT-Everi integration, but the synergy between the two companies is already visible

We’re in the early stages of the IGT-Everi integration, but the synergy between the two companies is already visible Summary At G2E Las Vegas 2025 IGT presented its first major appearance since completing the Everi acquisition, showcasing rapid early integration between the two businesses. In an interview, Domenico Pastia, IGT’s Senior VP of Global Product, […]

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SBC Summit Rio 2026 agenda to explore what’s next for Brazil a year into regulation

SBC Summit Rio 2026 agenda to explore what’s next for Brazil a year into regulation Summary As Brazil cements its place among the world’s regulated gaming markets, SBC Summit Rio 2026 returns for its third edition at Riocentro (3–5 March). The conference brings together operators, suppliers, regulators and affiliates to focus on the next phase […]

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NHL becomes first major U.S. league to partner with prediction markets Kalshi and Polymarket | Yogonet International

NHL becomes first major U.S. league to partner with prediction markets Kalshi and Polymarket | Yogonet International Summary The National Hockey League (NHL) has signed a multi-year licensing deal with prediction market platforms Kalshi and Polymarket, marking the first time a major U.S. sports league has partnered with event-trading firms. The agreement gives the two […]

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Key battleground: IP disputes are becoming weaponised in competitive markets

Key battleground: IP disputes are becoming weaponised in competitive markets Summary The iGaming market is rapidly evolving and IP disputes are intensifying as firms try to protect market share and technology. Recent events — notably the Playtech investigation into Evolution and the Spribe vs Aviator litigation — show IP tools are being used aggressively to […]

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Nokia CEO Justin Hotard: AI Supercycle Like 1990s Internet Boom Despite Bubble Fears

Nokia CEO Justin Hotard: AI Supercycle Like 1990s Internet Boom Despite Bubble Fears Summary Nokia CEO Justin Hotard says we are at the start of an “AI supercycle,” comparable to the 1990s internet boom. His comments follow stronger-than-expected Q3 2025 results driven by demand for data-centre infrastructure and the strategic $2.3 billion Infinera acquisition. Nokia […]

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