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The July edition of our U.S. Online Casino Monitor is now live, with data current through June 2026. U.S. iCasino growth remains healthy but continues to normalize. Nationwide GGR increased +20% y/y in June, ahead of the recent T3M rate of +17% but still below T12M growth of +22%. June’s reacceleration therefore does not materially change the broader moderation trend, while Pennsylvania data continue to show slots carrying market expansion as tables soften. A central focus this month is the realized iCasino impact of the World Cup. GGR growth accelerated modestly versus the pre-tournament trend, with DraftKings showing the clearest directional over-index and BetMGM posting a smaller positive read-through. Most other sportsbook-led brands held trend or decelerated, suggesting customer-friendly sports results did not translate into a broad same-month recycling surge. The outcome also reinforces our view that operators generally stopped short of treating the World Cup as a major iCasino promotional event. We also examine widening operator dispersion through the lens of early 2Q26 earnings. RSI materially outpaced EKG’s estimated +17% U.S. iCasino GGR comp, while Caesars and BetMGM trailed despite constructive underlying company KPIs. At the same time, the policy dynamics are shifting: tax-increase risk has receded for now, while Pennsylvania-led regulatory reform—including potential deposit, advertising and VIP restrictions—has become the more consequential near-term watch item. Also inside: FanDuel and DraftKings earnings setup: FanDuel est. 2Q26 iCasino GGR +12% and DraftKings +2%—both below-market Continued evidence that weaker OSB economics may be creating headwinds for traditional sportsbook-to-iCasino cross-sell Game performance spotlight: Huff N Even More Puff Grand narrows Cash Eruption’s GGR-share lead to just 2bps

The EILERS-FANTINI survey is designed to track slot machine and related technology purchasing trends on a quarterly basis and is the gaming industry’s largest slot survey in terms of total casinos and slot machines surveyed. This quarter’s report represents our 64th proprietary slot survey and includes responses from key purchasing agents at a number of U.S. & Canadian Commercial and Tribal casinos, several Racino/VLT operators, as well as several international participants. In total, our 267 survey participants collectively operate ~1,000 casinos and ~40,700 retail outlets worldwide with ~745,600 total slot machines or equivalent electronic gaming devices. Our 214 U.S. & Canada participants operate 623 casinos, ~26,400 retail outlets, and ~588,600 slot machines, representing ~54% of the total installed base of gaming machines in U.S. & Canada. The avg casino surveyed in U.S. & Canada had ~820 slot machines installed while the avg international casino surveyed had ~210 slots.

The July 2026 EMEA report now tracks nearly 75,000 units. Euro Games Technology's General 55 J1 VIP debuts as the #1 indexing cabinet in Southeastern Europe Casinos, performing at 3.83x house average while capturing nearly 7% of regional GGR. Aristocrat claims the top five Omni-Region Core titles, led by 5 Dragons Gold at a 3.35x EMEA house index. In Western Europe, Light & Wonder leads all suppliers with over 27% of casino GGR as its new Cosmic Upright premieres as the region's #1 indexing cabinet, while Novomatic sweeps the top four Multigame rankings with Cash Connection Edition 4 at #1. IGT places seven premium titles in the Central Europe top 10 behind Eternal Link and Money Gong variants, and Apex's Clover Link Elements climbs to #1 among Top Games in Central Europe Casinos by total GGR. Full regional and operator-type leaderboards, Omni-Region rankings, and new cabinet and Multigame breakdowns are in this month's report.