EILERS: Gaming Supplier KPIs - 1Q26

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.

Quarterly B2B EGM supplier KPI report for 4Q25, estimating U.S. & Canada B2B revenue up +8% y/y to ~$1.4 billion, with CY25 full-year revenue growing +6% y/y to $5.2 billion.

Quarterly B2B EGM supplier KPI report for 4Q25, estimating U.S. & Canada B2B revenue up +8% y/y to ~$1.4 billion, with CY25 full-year revenue growing +6% y/y to $5.2 billion.