EILERS: Gaming Supplier KPI’s – 1Q22

We estimate total U.S. & Canada B2B EGM revenue increased +38% y/y to ~$993 million in 4Q21, which represented a -1% q/q decline. Aristocrat generated the most B2B EGM revenue in U.S. & Canada for the quarter driven by its leadership in both the gaming operations and game sales market. Konami and the Other group increased share moderately over the past year.