Episode 77: Should DraftKings Buy Bet365?

In this episode of Zero Latency, Brad Allen interviews Matt Davey about M&A activity in the gaming sector. They begin by speculating on the potential sale of Bet365, considering options like going public, selling to a strategic operator such as DraftKings, or private equity. Matt suggests private equity is the most likely path. They then discuss DraftKings' potential involvement in sports events contracts and exchanges, like Kaoshi, and the regulatory challenges they might face. The conversation shifts to the slowing growth in the US sports betting market and the potential for operators to acquire sweeps businesses. Matt and Brad also explore the possibility of a new market operator combining various gaming products with less regulatory friction.