The December edition of our U.S. Online Casino Monitor is now live.
U.S. iCasino growth remains strong but is showing early signs of moderation. T12M iCasino GGR rose +28% y/y through Nov-25, though November growth (+18%) lagged the trailing average amid toughening comps and a record jackpot payout in Michigan. FanDuel widened its lead within a still-dominant Triopoly, while BetMGM and DraftKings continued to lose share.
A central focus this month is the intersection of prediction markets and casino-like mechanics. We analyze short-resolution crypto prediction markets (e.g., 15-minute Bitcoin contracts) as early examples of how a “game layer” can emerge atop PM exchange plumbing, featuring high-velocity, low-decision engagement patterns that increasingly resemble casino UX, even as the underlying products remain legally distinct.
Also inside:
• A first look at Maine iCasino, following passage of a tribal-led expansion bill
• Updated 2026 legislative outlook, with expansion momentum low outside of Maine
• Deep dives into operator performance, promo efficiency, and acquisition momentum
• Our latest Eilers-Fantini online game performance spotlight, including supplier and title-level share shifts
