The global gambling sector recorded significant regulatory and financial developments across five markets in 2025. Industry data shows shifting licensing landscapes, tax adjustments, and court rulings affecting both licensed operators and unlicensed platforms.
North American and European Regulatory Changes
In the United States, illegal online gambling revenue reached $97.4B in 2025, marking a 45% year-over-year increase and surpassing the regulated market. The Internal Revenue Service issued a formal warning regarding the expansion, noting that unlicensed platforms grow most rapidly in jurisdictions with restrictive licensing procedures. Across the Atlantic, the United Kingdom government announced the removal of the "aim to permit" planning rule, granting local councils authority to deny new betting shop applications. A concurrent Remote Gaming Duty increase to 40% has extended its financial impact beyond operators to include B2B suppliers.Market Consolidation and Legal Adjustments
European and African markets also implemented structural changes. European regulators continue restricting unlicensed prediction markets, with Italy’s ADM placing Polymarket on its prohibited list on July 10. This regulatory action prompted SS Lazio to terminate its sponsorship agreement ahead of schedule. Malta issued fewer new licenses in 2025 compared to the previous two years, while sector output and employment reached 15,039 positions, indicating a consolidation toward larger market holders. In Kenya, the High Court partially lifted its previous stay, restoring enforceability to most regulatory rules and allowing licensing processes to resume, though proposed fee increases and capital requirements remain suspended.The regulatory environment across these regions demonstrates a consistent trend of widening separation between licensed and unlicensed operations, with authorities defining the boundaries of market access.