Bloomberry Flags AI as a Risk to Philippine Casino Footfall
The group posted a consolidated net loss of P2.6 billion in 2025, reversing the P2.6 billion net income it reported a year earlier. At the same time, its filing shows that mass table drop rose 4.9% and slot coin-in increased 12.4% in 2025, even as VIP play weakened.
Bloomberry also warned that AI may speed up the shift toward digital gaming, pulling attention away from physical locations like Entertainment City and Clark. The company has already started to respond. It soft-launched MegaFUNalo on 8 June 2025 as a mass-market digital product, expanding its online presence as licensed e-gaming competition grows.
The wider market still points upward. Technavio forecasts the Philippine casino gaming market will grow by 3.9 billion between 2025 and 2029 at a 10.4% CAGR, with land-based casino gaming still the largest segment. But Bloomberry’s filing adds a useful counterpoint: growth projections do not protect operators if the local customer base comes under pressure from job losses, weaker disposable income, or faster migration to online channels.
TGJ Take
Bloomberry’s warning is worth attention because it shifts AI from a tech theme to a casino demand issue. Land-based operators in the Philippines depend heavily on local mass play, so any hit to employment in office-heavy sectors could show up on the gaming floor before it appears in broader market data. The smarter response is not only to add online exposure, but to rethink how properties target domestic customers whose spending may become less predictable. For suppliers and operators tied to resort traffic, this is a cue to watch consumer softness as closely as VIP recovery.
