EILERS - FANTINI Slot Survey - 4Q24

Based on reported figures and our own proprietary research, we estimate total U.S. & Canada slot machine sales increased +1% y/y and decreased -6% q/q to ~22,100 total games sold in 2Q CY26. See the report for demand segmentation, our updated forecast, and detail by key jurisdictions.

The Casino Database CY25 provides our clients with a comprehensive dataset of gaming properties and associated core gaming elements across all regulated gaming jurisdictions in North America (U.S. & Canada) reflecting operations during CY25. We leverage various resources to identify the casino operator, operating classification (Commercial, Tribal, etc.), slot unit classification (Class 3, Class 2, VLT, etc.), number of slot machines, number of table games, GGR for both slots and tables, and the casino management system (CMS) provider. The focus here is retail gaming: slots, tables, and systems (CMS). A market file of this breadth and depth is intended to help clients with a variety of tasks including market analysis, product/market sizing and strategy, sales prospecting, or any other analysis where a comprehensive and updated view of the U.S. & Canada market would be relevant.

Based on reported figures and our proprietary estimates, we estimate total U.S. & Canada Gaming Revenue increased +5% y/y and +3% q/q to $38.1 billion in 2Q26. See the Commercial Slot Revenue slide for more commentary, but annual and sequential results were driven by macro-economic health that continues to support GGR growth, expansion into under-penetrated markets, and expanded gambling offerings (sports betting, iGaming, select Route Ops, new casino growth). See the Total Slot and Table sections for our CY26 forecasts for each segment.