Abacus expects Philippine online gaming competition to squeeze DigiPlus margins

Abacus Securities expects new online gaming platforms from Philippine integrated resorts to put pressure on DigiPlus’s margins, while forecasting the company will retain its short-term market position. It expects second-quarter 2026 revenue to fall 20% to 25% year on year, citing a higher comparison base, e-wallet delinking and weaker consumer spending; PAGCOR had previously cited the effect of the Iran war on spending.