RE:RE:Russia blocking online gambling now...greatNo, in the last TSG call, Rafi was asked about the Russia issue and he said they have not had any material exposure to it now. Looks like they will start being exposed in Q4. Russia is one of their largest markets.
Rafi did say that they had some workarounds for it, but there is no doubt casual and new users will be affected by payment blocking. It's the grinders and net winning players that will find a way to bypass them, exactly the type of customer that TSG doesn't want anymore.
Let's see what Rafi says next week.