During my remaining non-compete period (today was the first time I really had little FoMo), I've realized that Better Collective will likely follow the same pattern as other corporations and lay off employees based on cold, hard spreadsheet calculations. This will be particularly prevalent in European markets for two key reasons: 1) Perceived lower revenue value: They believe the public market undervalues European revenue streams. 2) Dominant market position: They feel secure in their European market share and less concerned about potential competition. Furthermore, with Google's recent updates and restrictions on cookie dropping from major player(s), the industry is overlooking the lessons learned from Catena Media's decline when they neglected their reliable income sources. As an affiliate, I would capitalize on this emerging weakness in Europe rather than focusing on the US market. This will be a self-inflicted weakness.
Pierric Blanchet
1mo
I’m not entirely convinced that Better Collective’s situation is solely due to a tightening U.S. market. Unlike some others, they have a more diversified approach. Additionally, Better Collective’s hypergrowth phase needs to be taken into account; rapid expansion often results in aggressive hiring, including retaining teams from acquired assets. Over time, however, it’s possible to observe a divergence between the HR growth curve and revenue trends. In the affiliate industry, resource consolidation remains a critical factor. Furthermore, Better Collective’s transformation into a sports media group typically demands a larger editorial staff, yet balancing journalistic content with gambling-related material poses its own challenges. Still, I do agree with you.
John Wright
1mo
I think it is that and a bit of everything. The US technically represents both a ceiling and an untapped market for growth. Not everyone has a license to join unless they get it via an affiliate network. I think what is already changing is that maybe we will all need to roll up our marketing sleeves and be less reliant on SEO as the main source of marketing and traffic generation. SEO was just capturing demand and now we have to think about demand gen. This is IMO in the form of products and services that require more effort to create than the good ole content + links 1-2 combo.
SVP Strategic Insight at Eilers & Krejcik Gaming
2wThe public market absolutely could not give a shit about European online gambling at the moment