The SPA has opened a public consultation on a draft Ordinance that would make supplier recognition mandatory for any B2B company providing services to licensed Brazilian operators. If enacted as written, this does not merely add a compliance step; it restructures the conditions under which B2B commercial relationships in the Brazilian market are legally permissible. The consultation closes March 23, 2026. But the constraint that cannot be reversed by reading the final text is

Operator platform consolidation is creating procurement lockout ahead of GRAI licensing. Suppliers without modular compliance frameworks risk 12-18 month market access delay. Below 12-15% European revenue threshold, exit becomes the rational choice. What's actually happening in Ireland Ireland represents an implementation shock market, not a tax shock market. While operators face a modest 2% turnover tax compared to the UK's punitive 40% GGR levy, the compliance infrastructur

The 2026 fiscal and regulatory shock forces a reclassification of the gambling operator. Tax compresses margin, liability concentrates accountability, and mature tooling collapses the case for in-house rebuilding. The operator stops being a vertically integrated software house and becomes a regulated system integrator — owning the brain, renting the muscle, and governing the accountability perimeter. For boards, the question becomes a capital allocation problem: which layers