DigiPlus Interactive Corp. is expecting transaction volume to return to pre-delinking levels as early as next year as the company continues to ramp up gaming initiatives and focuses on high-value players.
DigiPlus president Andy Tsui said in a recent investors briefing that transaction activity has been gradually increasing as players migrated to the company’s standalone apps and websites.
“I think roughly it will be around Q1 or latest by Q2,” Tsui said, referring to the first or second quarter of 2026. “But we are focusing now on high-value players first. That’s why it would take us maybe one or two quarters to gain back our result to back to more like Q2 level (2025).”
The company reported a 59 percent drop in third-quarter net income following tighter regulations in August that required e-wallet providers to remove online gambling features from their platforms.
To return to pre-delinking revenues, the company is actively engaging with the 20 percent to 30 percent of high-value customers who account for 80 percent of total sales.
“We actively engaged with the high-value user. We expect to see sequential growth from last quarter into the fourth quarter 2025 and continue with the momentum in Q1 2026,” the company said in a statement.
The company is also broadening its platform to deepen user engagement by adding more non-gaming entertainment.
“Besides the real social games… we’re adding some new sports channel or music,” the company said. “So we hope we can add more of the non-digital entertainment into this platform so that will make it more like a complete ecosystem for the Filipino. This will also differentiate us from other operators and it helps to improve the retention rate of our players.”
Meanwhile, the company reiterated its interest in pursuing a physical casino strategy.
“We appreciate the value that it will deliver us, especially that we have high-value users,” an executive said, adding that studies show “incremental benefit” and operational synergies as well as savings.
Prior to the delinking regulation, the company was reportedly in talks to acquire a physical casino. However, talks were deferred as the government tightens regulation on the online gaming sector.
