Aristocrat surged to its highest replacement share in five quarters driven by strong portrait cabinet demand, especially Baron Portrait and Mars X Portrait, while L&W and IGT followed, with the three suppliers accounting for over 76% of total GPD casino replacement units. Several of the small-to-mid size suppliers showed year-over-year share erosion notably Konami and Everi, though Konami may see a reversal on the back of the Solstice 49C launch. AGS and Sega Sammy trended positively in casino replacement sales due to strong core product performance. IGT led overall route sales with Aristocrat and L&W nearly tied for second across markets that vary significantly by region, with JVL and Trestle Gaming emerging as newly tracked suppliers at relatively low volumes. Aristocrat and L&W led premium gaming operations net adds with Aristocrat continuing to deploy Dragon Link and Phoenix Link while L&W expanded its Ultimate Fire Link Triple Nova footprint. IGT had a commendable quarter in premium gaming operations driven by strong net adds from Magic Treasures and Tiger & Dragon.
