EILERS: Gaming Supplier KPI’s – 2Q25

We estimate total U.S. & Canada B2B EGM revenue increased +2% y/y and decreased 2% q/q to ~$1.2 billion in 2Q25. Aristocrat generated the most B2B EGM revenue in U.S. & Canada for the quarter driven by leadership among leased games and supported by market leading game sales this quarter as well. Aristocrat and the Other group increased share over the prior year.

See the report for market and competitive analysis by KPI for game sales, gaming ops, and systems segments as well as a comparison by R&D and Adj. EBITDA.

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