EILERS-FANTINI Canada Online Game Performance Report - August '26

Aristocrat's Lightning Link High Stakes debuts at #1 in the NEW Overall segment, the first title in the series to launch online. Evolution's Monopoly Roulette Live holds #13 as the segment's only non-slot game in the top 25. Top ranking NEW Slots this month: #10 — Money Link Ultimate 8, Light & Wonder #11 — Bass Rewards Bonanza The Golden Catch, Gaming Corps #13 — Super Serge, Pragmatic Play #15 — Triple Train Express, Games Global The Key Insights section expands this month to include Omnichannel rankings on page 25, where games are ranked on performance across both land-based and online participants. IGT dominates the debut, taking 12 of the top 25. Game performance data is collected from 11 online casinos across five provinces, including five Ontario operators. Full NEW Overall and NEW Slots rankings plus the first Omnichannel results are in this month's report.

Aristocrat led casino replacement sales this quarter, anchored by the Baron family, with Light & Wonder close behind on Cosmic strength. IGT held the lead in the overall route market, while Aristocrat claimed the top spot in key U.S. route markets including Illinois VGT and Georgia COAM. The premium lease market extended its growth, led by Aristocrat's Monopoly Big Board Bucks launch and Lightning 10 Year Storm, with Light & Wonder's Ultimate Fire Link Triple Nova building momentum behind them. Multiscreen cabinets staged a comeback, taking four of the top ten cabinet slots. Bluberi held most of its recent share gains, with Beacon+ again a top ten seller — the only vendor outside the Big 3 to place a cabinet in the top ten. Full replacement share, route market results by jurisdiction, and complete top ten cabinet rankings are in this quarter's report.

We estimate total U.S. & Canada B2B EGM revenue increased +5% y/y and decreased -6% q/q to ~$1.3 billion in 1Q26. Aristocrat generated the most B2B EGM revenue in U.S. & Canada for the quarter driven by leadership among both leased and sold games. Aristocrat, Konami, 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.