Proprietary data,
market intelligence,
and advisory for the
global gaming industry.

Segment leadership belongs entirely to the Big 3 this month, as IGT, Aristocrat, and Light & Wonder hold all nine core and premium segment leads. Cabinets launched over recent months continue to build floor share. Light & Wonder leads the group, with Lightwave Solar at #1 in Portrait Upright and the Lightwave up six ranks in Premium Video Reel. Incredible Technologies' Prism Spark moves into the Portrait Upright top five, and Bluberi Gaming's Beacon Jumbo tops the core new-cabinet list. Valicy makes its first appearance, debuting at #3 in the Emerging Supplier segment with the Teton Le on a limited install base. Full segment leads, Portrait Upright and Premium Video Reel rankings, and Emerging Supplier results are in this month's report.

The September edition of EKG’s Prediction Markets Monitor is now live, with PM data current through late September 2026 and OSB data through July-August 2026. Many of this month’s cross-exchange data views are powered directly by our PMI Databook Dashboard, which is now live and provides daily benchmarking across operator share, category mix, sports, leagues, and broader market structure. U.S. sports prediction markets enter football season at a new level of scale and competitive intensity. EKG’s proprietary Handle-Analog reached ~$6.0bn in Jul-26, roughly one-third of combined PM-OSB handle, while sports PM Execution Volume reached $31.1bn through Sep. 20, already within ~$1.1bn of our 3Q26 base case with 10 days remaining. Competition is also broadening quickly. Polymarket U.S. has reached 12% of recent total Contract Volume, ~22% of sports CV, and moved into the September app-download lead, while DKeX, Novig and other entrants continue to scale. Our channel checks suggest the football acquisition battle is beginning to push digital UA costs materially higher for sportsbooks as well. This month we also go deeper on combos, which have now surpassed straight sports in U.S. Contract Volume. Our coverage includies channel checks on market-maker economics and new beta analysis of DKeX combo construction. And on policy, recent adverse court rulings have increased the risk of state-by-state TAM contraction, making litigation our top near-term policy risk. Also inside this month’s report: Proprietary Contract Volume estimates by consumer-facing brand Football and exchange-level competitive benchmarking Updated Handle-Analog leaderboard and handle-per-adult performance rankings DraftKings Predictions product spotlight

Aristocrat extends its run this month, with Buffalo – Mega Stampede rising to #1 among New Premium Leased & WAP games in its twelfth month in the market while also topping the new Sub Parent rankings. Aristocrat now claims 58.4% of Top New Premium Leased & WAP placements, a three-year high, and Phoenix Link – Queen Chiu overtakes Dragon Link – Golden Century as the top overall Premium Leased game. Light & Wonder's Hot Hot Flaming Pots titles climb to #2 and #3 among New Core Video games, and the supplier leads all others with 33.3% of Top New Core placements. IGT's Jin Ling Link – Emperors Throne debuts on the Overall Core rankings. Emerging suppliers post gains of their own: Sega Sammy's Super Burst – Boosted – Cartin Gold takes the #1 rank for Overall Emerging Suppliers, while Valicy sweeps the top nine New ranks for Class 2 Emerging Suppliers. Full segment rankings, Sub Parent detail, and supplier share by segment are in this month's report.