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

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.

Eilers-Fantini's July 2026 U.S. & Canada Cabinet Performance Report highlights IGT's Rise 32 as the top-ranked Multi Screen Slant cabinet, posting a 100% hit rate for games performing above 1x zone. Aristocrat now owns the top 9 Premium Video Reel cabinets as Mars X Portrait and King Max advance to #8 and #9. Sega Sammy's Genesis Atmos reclaims #1 among Emerging Suppliers with over 1,000 slots placed. Everi's Player Classic Premiere returns to #1 in Core Mechanical Reel, and Light & Wonder's new Cosmic Sky debuts at #7 for New Premium Cabinets, New Themes.

IGT's % of Total GGR hits 20.0%, maintaining the lead in both Video Poker and Slot GGR. Soccer-themed games are rising alongside the World Cup, with Huff N Lots of Goals climbing to #4 in the NEW Overall segment and Evolution debuting First Person World Soccer Blackjack and First Person World Soccer Top Card at #1 and #4 in the NEW Table Games segment. Blueprint is the #1 ranked supplier by Theo Win Index in NEW Overall among suppliers who account for more than 1% of Total GGR. Top ranking NEW Slots this month include: • #3 – Pink Clovers XXXL Hold & Win, Playson • #5 – Mystery of the Lamp Secret Bazaar, IGT • #13 – Cash Strike Power Force 5 Megaways, Blueprint • #19 – Kingfisher On Wheels, Games Global Game performance data was collected from 11 online casinos across five provinces and includes five Ontario operators.